Analyst - Investments

3 weeks ago

Milwaukee, United States Hammes Company Full time

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Analyst - Investments

11 days ago

Requisition ID: 1347 Join Our Team Consider a career with Hammes if you are interested in being a part of a dynamic and entrepreneurial environment We have been recognized as one of the Best Places to Work in Healthcare by Modern Healthcare and one of the Best Places to Work in Money Management by Pensions & Investments. Founded in 1991, Hammes is a vertically integrated real estate solutions platform. Our capabilities include real estate strategy and planning, project management, development, investment and property management for healthcare clients and other leading institutions. Hammes is consistently ranked as one of the nation’s top healthcare developers by both Modern Healthcare’s Construction & Design Survey and Revista’s Outpatient Healthcare Real Estate Development Report. Position Summary The Private Equity Analyst is responsible for creating and performing real estate financial and market analysis for the Company’s real estate acquisition, development, and investment activities. This position will create pro formas, collect and analyze due diligence information, marketing analysis, draft investment update reports, and other related duties. Principal Duties and Responsibilities This list of duties and responsibilities is not all inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary from time to time. Performs Budget, Economic, and Proforma return underwriting Performs credit analysis on existing and potential tenants Assists with scenario and sensitivity analysis of development projects Assists in creating financing packages in order to procure financing on Ownership portfolio Reviews project team feasibility reports and prepares capital markets section Reviews and compares lender proposals Assists with required due diligence steps necessary to close financing New Business Pursuits Prepares and coordinates RFP responses and marketing presentations Assists with and prepares Investment Committee Reporting, including the following:

Projects under development Monthly leasing and budget reports Prepares presentation for management alerting them to any budget issues Proposed deals – Investment Package

Researches specific real estate markets to assess market demand, potential for demand and rate growth, competitiveness of comparable properties, and risk potential. Assembles and assists with complex financial models that identify the potential financial performance of an asset or portfolio. Reviews and assists with loan agreements, purchase and sale agreements, and ancillary documents related to the closing of a transaction Operations and Investor Relations

Assists with preparation of annual meeting materials and related files Reviews and assists with responses to investor requests, including asset- and portfolio-level analyses Assists with quarterly and annual valuation and reporting processes

Other duties as assigned by the Firm’s professionals Knowledge, Skills & Abilities The requirements listed below are representative of the knowledge, skills, and abilities required to perform this job successfully. Bachelor’s degree in Finance, Economics, Business Administration or related field, or equivalent combination of education and work experience. Ability to analyze and interpret information with strong research capabilities. Strong personal motivation and attention to detail. Demonstrated ability to multi-task, work successfully under pressure, and effectively manage time and workload. Ability to work independently Advanced knowledge of Microsoft Office and proficient in Excel, Word, PowerPoint.

#J-18808-Ljbffr

  • Portfolio Manager/Analyst

    4 days ago

    Milwaukee, United States CAMPBELL NEWMAN ASSET MANAGEMENT INC Full time

    SUMMARY Campbell Newman (CN) is a boutique investment management firm serving institutional and high net worth clients nationally. Founded in 1977, the firm’s culture is built on five core values – client focused, stewardship, transparency, integrity and teamwork. CN currently offers two products – Large Cap Dividend Growth and Small Cap Growth. Both...

  • Portfolio Manager/Analyst

    3 days ago

    Milwaukee, United States CAMPBELL NEWMAN ASSET MANAGEMENT INC Full time

    SUMMARY Campbell Newman (CN) is a boutique investment management firm serving institutional and high net worth clients nationally. Founded in 1977, the firms culture is built on five core values client focused, stewardship, transparency, integrity and teamwork. CN currently offers two products Large Cap Dividend Growth and Small Cap Growth. Both strategies...

  • Portfolio Manager/Analyst

    2 weeks ago

    Milwaukee, United States Campbell Newman Asset Management, Inc. Full time

    SUMMARYCampbell Newman (CN) is a boutique investment management firm serving institutional and high net worth clients nationally. Founded in 1977, the firm’s culture is built on five core values – client focused, stewardship, transparency, integrity and teamwork. CN currently offers two products – Large Cap Dividend Growth and Small Cap Growth. Both...

  • Portfolio Manager/Analyst

    2 weeks ago

    Milwaukee, United States Campbell Newman Asset Management, Inc. Full time

    SUMMARYCampbell Newman (CN) is a boutique investment management firm serving institutional and high net worth clients nationally. Founded in 1977, the firm’s culture is built on five core values – client focused, stewardship, transparency, integrity and teamwork. CN currently offers two products – Large Cap Dividend Growth and Small Cap Growth. Both...

  • Portfolio Manager/Analyst

    5 minutes ago

    Milwaukee, United States Campbell Newman Asset Management, Inc. Full time

    SUMMARYCampbell Newman (CN) is a boutique investment management firm serving institutional and high net worth clients nationally. Founded in 1977, the firm’s culture is built on five core values – client focused, stewardship, transparency, integrity and teamwork. CN currently offers two products – Large Cap Dividend Growth and Small Cap Growth. Both...

  • Compliance Analyst

    6 days ago

    Milwaukee, United States Robert W. Baird & Co. Incorporated Full time

    Compliance The Personal Activities Compliance Analyst will provide assistance and guidance to Baird associates regarding compliance issues, firm policies and procedures, and industry regulations. The role will manage associate disclosure obligations and play a key role in the administration of the firm's third-party technology solution used to execute...

  • Compliance Analyst

    15 hours ago

    Milwaukee, United States Baird Full time

    Compliance The Personal Activities Compliance Analyst will p rovide assistance and guidance to Baird associates regarding compliance issues, firm policies and procedures, and industry regulations. The role will manage associate disclosure obligations and play a key role in the administration of the firm's third-party technology solution used to execute...

  • Servicenow Business Analyst

    4 days ago

    Milwaukee, United States Unisys Full time

    JOB REQUIREMENTS: What success looks like in this role: *Participate in joint application design sessions to collect new business requirements. *Identify and develop use cases based on client requirements. *Verify requirements through analysis, test, demonstration and inspection. *Analyze business processes/systems, identify inefficiencies and required...

  • Analyst - Baseball Research and Development

    4 weeks ago

    Milwaukee, Wisconsin, United States teamworkonline Full time

    OverviewAs part of Research and Development Department, the Analyst will deliver research and tools to improve decision making, working with the Baseball R&D, Baseball Systems, and the entire Baseball Operations Department. The position requires a person who has intellectual curiosity, is a self-starter and can communicate technical and analytical concepts...

  • Compliance Analyst

    2 weeks ago

    Milwaukee, United States Living Talent Company Full time

    Investment Management Firm (100B+ AUM) Fulltime Hybrid, 3 days in office in Chicago Loop Full relocation availableBase + Bonus 140k - 160k Robust benefits package Job Details:Code, test, and implement investment compliance rules in Charles River IMS (CRIMS)Interpret investment agreements and documents Identify compliance requirements and establish validation...

  • Analyst - Baseball Research and Development

    4 weeks ago

    Milwaukee, United States teamworkonline Full time

    OverviewAs part of Research and Development Department, the Analyst will deliver research and tools to improve decision making, working with the Baseball R&D, Baseball Systems, and the entire Baseball Operations Department. The position requires a person who has intellectual curiosity, is a self-starter and can communicate technical and analytical concepts...

  • Senior Director Segment Fp&a

    3 weeks ago

    Milwaukee, United States Rexnord Full time

    JOB REQUIREMENTS: The Senior Director Segment FP&A Leader will partner closely with the CFO and Segment leadership team to provide key analyses and recommendations on both short term and long-term strategic initiatives, operational improvement projects, and other business priorities. This role requires strong collaboration across the business as analyses,...

  • Senior Data Analyst Remote

    1 week ago

    Milwaukee, United States NORTHWESTERN MUTUAL LIFE INSURANCE Full time

    JOB REQUIREMENTS: At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Primary Duties & Responsibilities: Provides quantitative and qualitative data analysis and reporting of patterns, insights, and trends to decision-makersin order todrive business decisions and address business...