Investment Associate

1 month ago

palm beach, United States SROA Capital Full time

About the Company - Become the newest member of our exciting team at SROA Capital as we redefine self-storage SROA Capital is a vertically integrated private equity real estate and technology platform. Our success is driven by a focused strategy of investing in self-storage on behalf of our principals and partners under the brand Storage Rentals of America. Currently, our portfolio comprises over 667 self-storage facilities totaling over 22 million square feet. At SROA, we offer a career and opportunity to grow. We strongly believe in growing our talent and promoting within. We are proud to be honored as one of the TOP WORKPLACES of South Florida by the Sun Sentinel.



About the Role - The Investment Associate will be responsible for performing all aspects of underwriting and due diligence for real estate transactions.



Responsibilities


  • Prepares underwriting of commercial real estate properties based on historical financial statements, projections, and market standards to determine a projected income, value, and loan amount.
  • Models in-place and prospective portfolio performance including investor returns (promotes, waterfalls, and catchups).
  • Assists with all due diligence relating to new investments.
  • Gathers site, neighborhood, and city data including demographics, sales and rent comparables, absorption surveys and occupancy studies.
  • Prepare investment memos to be presented to lenders and investment committees.
  • Provides loan closing coordination including collecting due diligence items, reading third party reports, coordinating with all parties including borrowers, lenders, and legal counsels, and acting as liaison with the servicing department.
  • Monitors and analyzes the financial performance of the portfolio and individual properties.
  • Prepares investment reports in compliance with company guidelines and investor requirements. These reports include analysis of the borrower, property, underwriting, valuation, location, market, leases/rent roll, photographs, aerials, maps, etc.
  • Assists with financing and disposition transactions.
  • Other duties and projects that support the department’s goals.



Qualifications


  • Bachelor’s degree, preferably with a major in Real Estate, Finance, or Accounting.
  • Three to five years of related experience, Commercial Real Estate experience preferred.
  • Ability to interpret and review purchase agreements, closing statements, appraisals, tax forms, surveys, lease agreements, and title documentation.
  • Demonstrated analytical skills and underwriting related experience, preferably with all commercial property types.
  • Strong computer knowledge and skills including in-depth expert knowledge of Microsoft Office (Excel, Word, & PowerPoint).
  • Ability to prioritize and multi-task in a fast-paced environment to meet deadlines.
  • Ability to handle confidential information in a discreet, professional manner.
  • Eye for detail, accuracy is imperative.
  • Ability to be an effective team member and display initiative.
  • Excellent verbal and written communication skills
  • Ability to work long hours, including some nights and weekends.





Pay range and compensation package - Competitive pay with bonus potential Zayzoon – on demand pay option 100% paid medical options for employee only coverage Dental and vision plans for optimal care Eight (8) paid holidays Generous Paid Time Off (PTO) to recharge and relax, increasing with years of service Paid Maternity and Parental Leave for growing families 401(k) with a substantial employer match and 100% immediate vesting Flexible Spending Accounts (FSA), Health Savings Accounts (HSA), and Dependent Care Flexible Spending Accounts (DCFSA) for tax-advantaged savings GAP Insurance for added financial protection Employer-paid Life Insurance and Long-Term Disability (LTD) coverage Storage Discounts to help you declutter and organize Access to Voluntary Benefits for personalized coverage Learning and development opportunities to maximize your potential, empowering you to excel in your career Experience a great culture that values collaboration, innovation, and inclusivity



Equal Opportunity Statement - SROA is an Equal Opportunity employer and uses the federal government E-Verify system to verify employment eligibility.

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