Investment Analyst

1 month ago

Austin, United States The Town Lake Company Full time
Job DescriptionJob DescriptionDescription:


All The Town Lake Company employees are representatives of the company and must be aligned with our AHEAD values:


Accountable - We have integrity, are trustworthy, and do what we say we will do. We exercise good judgment and do not compromise our character. We maintain our reputation by promoting good governance and ensure that individuals and organizations act responsibly and in the best interest of the communities we serve.

Hospitable - We interact with those around us in a welcoming and kind manner, creating a positive environment with the intent of making others feel welcome and valued. We set aside our egos - recognizing the benefit of partnership with our teammates, clients, and community – and assure winning happens only collectively.

Exceptional - We take pride in our work product and require ourselves and our team to surpass the status quo. We deliver a level of excellence, distinction, and uniqueness that sets us apart from others.

Agile - We prioritize adaptability, responsiveness, and decisiveness in the face of evolving circumstances. We embrace collaboration, learn from feedback, and deliver high- quality results efficiently.

Driven - We show our initiative through our work ethic and decision making. We take ownership of our goals and the trajectory of our success.

SUMMARY

The Investment Analyst position will work directly with the Investments Team on all aspects of the commercial real estate deal chain, including research, coordination, underwriting, acquisitions, and dispositions of the firm’s real estate holdings. The Investments Team works in a highly collaborative and fast-paced environment, and an Analyst will be exposed to office, industrial, retail, multi-family, hospitality, and mixed-use acquisitions and development. An analyst may be asked to work on all or any aspects of the due diligence process.

PRIMARY JOB RESPONSIBILITIES

· Analyze new investment opportunities and project returns through underwriting in Excel and Argus

· Aid the Investments Team in all due diligence matters related to potential acquisitions and partnerships

· Conduct submarket and product type research, including the collection and analysis of numerous categories of market data

· Prepare elements of internal investment committee memos and participate in acquisition and investment meetings

· Assist in the production of investment pitch books targeted for institutional investors and lenders

· Assist Investment Team as directed on matters related to joint venture and property closings, asset sales, and investor distributions

· As directed, work collaboratively with Asset Management, Property Management and Accounting on responsibilities including financial budgeting and reporting

· All other projects as assigned

SKILLS

· High level of attention to detail

· Highly collaborative with a willingness to learn on the job

· Analytically-minded with a talent for practical problem solving

· Thrives in rapidly changing environments and can make well thought out analysis with limited information

· Ability to multi-task, including a willingness to self-prioritize and take initiative

· Entrepreneurial mindset

· Strong verbal and written communication skills

· Advanced Excel underwriting skills required, experience with Argus is preferred

· Advanced PowerPoint and Word skills required




Requirements:

EDUCATION + EXPERIENCE

  • Bachelor’s degree in Economics, Finance, or Liberal Arts with at least 3 years of experience
  • 1.5 years of financial and/or investment banking experience, 2 preferred


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