Investment analyst

2 months ago


Austin, United States American Campus Communities Full time

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily Bachelor's degree in Finance, Economics, or other related field and / or equivalent combination of education and experience Detailed data and financial analysis Real estate valuation methodologies and metrics Mathematical concepts including net present value, internal rate of return, cash on cash return, and all basic mathematical concepts associated with the financial analysis of real estate Analytical strategic conceptualization and consulting Project and time management Interpersonal communication and collaboration Effective written and verbal communication with both internal and external resources Writing reports, business correspondence, investment memorandums, and proposals Microsoft Office applications - emphasis on Excel, Word, and PowerPoint Strategic thinking and decision making Work independently as a self-starter Read, analyze, and interpret financial / business reports Track, prioritize, and drive multiple concurrent projects to success Meet deadlines without compromising accuracy or product quality Multi-task across multiple priorities and projects in a fast-paced environment Interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables Problem solve and analyze data by assimilating new information, understanding complex topics, and arriving at sound analysis and judgement Gain traction quickly and demonstrate ambition and high energy Responsibilities

Provide detailed analytical and financial Excel modeling for development and acquisition opportunities, valuation of existing real estate assets, and other ad hoc projects Prepare development budgets, including tax and impact / development fee analyses by working with internal development and construction management teams, along with general contractors, civil engineers, planning departments, and relevant municipal and county agencies Prepare operating budgets and model future financial performance of real estate assets based upon company operating standards and specific due diligence information Compile, log, benchmark, and interpret acquisition-target due diligence information relating to financial performance, asset physical condition, market conditions, and results of third-party reports Assist in preparation and presentation of investment analysis packages including transaction overview, market overview, and results of financial analysis including sensitivity analyses and joint-venture waterfall distributions and assist with preparation of Investment Committee memos Assist as requested in the preparation of development proposals in response to university-issued Request for Information (RFI), Request for Qualifications (RFQ), and Request for Proposal (RFP) for on-campus development and management opportunities Assist as requested in the preparation of Letters for Intent (LOI) for acquisition targets and completion of on-site due diligence Participate in strategic investment discussions, identification and implementation of property-level revenue enhancement, and expense management initiatives used to drive asset value and financial returns Collaborate with other members of the investments team on underwriting and financial modelling best practices Maintain strong working knowledge of financial modeling and current Excel functions / features to ensure efficiencies in all daily processes Support relationships with external stakeholders including, but not limited to : university partners, joint-venture partners, real estate brokers, developers, investment bankers, architects, general contractors, consultants, etc Serve as an American Campus representative and liaison in all interactions Certain activities involved in this position may be photographed and / or video and audio recorded for quality control and / or training purposes Vison 401(k) Medical & Dependent Care Flexible Spending Accounts Life Insurance Paid Time Off Paid Maternity Leave Health Insurance Short Term & Long Term Disability Financial Analyst - Investments

Department : Management Services...

Employment Type : Full Time

Location : Corporate

Description

This is an entry level Financial Analyst position.

Critical Duties : • Provide detailed analytical and financial Excel modeling for development and acquisition opportunities, valuation of existing real estate assets, and other ad hoc projects. • Prepare development budgets, including tax and impact / development fee analyses by working with internal development and construction management teams, along with general contractors, civil engineers, planning departments, and relevant municipal and county agencies. • Prepare operating budgets and model future financial performance of real estate assets based upon company operating standards and specific due diligence information. • Compile, log, benchmark, and interpret acquisition-target due diligence information relating to financial performance, asset physical condition, market conditions, and results of third-party reports. • Assist in preparation and presentation of investment analysis packages including transaction overview, market overview, and results of financial analysis including sensitivity analyses and joint-venture waterfall distributions and assist with preparation of Investment Committee memos. • Assist as requested in the preparation of development proposals in response to university-issued Request for Information (RFI), Request for Qualifications (RFQ), and Request for Proposal (RFP) for on-campus development and management opportunities. • Assist as requested in the preparation of Letters for Intent (LOI) for acquisition targets and completion of on-site due diligence.

Essential Duties (Other duties maybe assigned) : • Participate in strategic investment discussions, identification and implementation of property-level revenue enhancement, and expense management initiatives used to drive asset value and financial returns. • Collaborate with other members of the investments team on underwriting and financial modelling best practices. • Maintain strong working knowledge of financial modeling and current Excel functions / features to ensure efficiencies in all daily processes. • Support relationships with external stakeholders including, but not limited to : university partners, joint-venture partners, real estate brokers, developers, investment bankers, architects, general contractors, consultants, etc.

American Campus Communities Culture Commitments : • Our people are devoted to a culture of inclusion, diversity, and equality in the workplace and our communities. We are committed to intentionally executing an evolving set of goals specific to inclusion, diversity, and accountability, driven by empathetic leadership and embraced by all. • The core of American Campus culture involves everyone being fully invested in everything that we do down to picking up the smallest piece of trash in the office and around our communities.

No matter their position or duration at the organization, everyone picks up trash. • Serve as an American Campus representative and liaison in all interactions. • Certain activities involved in this position may be photographed and / or video and audio recorded for quality control and / or training purposes.

Compliance with the Photo, Video and Voice Recording Policy is a condition of employment.

Skills, Knowledge & Expertise

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the minimum knowledge, skills, and / or abilities required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education / Experience : • Bachelor's degree in Finance, Economics, or other related field and / or equivalent combination of education and experience. • 1 - 3 years direct financial analysis experience in a real estate investment company, advisory, brokerage, lending, or investment sales company, investment banking, management consulting, or other real estate financing or transaction role preferred.

Knowledge / Skills / Abilities :

Knowledge of : • Detailed data and financial analysis. • Real estate valuation methodologies and metrics. • Mathematical concepts including net present value, internal rate of return, cash on cash return, and all basic mathematical concepts associated with the financial analysis of real estate.

Skill in : • Analytical strategic conceptualization and consulting. • Project and time management. • Interpersonal communication and collaboration. • Effective written and verbal communication with both internal and external resources. • Writing reports, business correspondence, investment memorandums, and proposals. • Microsoft Office applications - emphasis on Excel, Word, and PowerPoint. • Strategic thinking and decision making.

Ability to : • Work independently as a self-starter. • Read, analyze, and interpret financial / business reports. • Track, prioritize, and drive multiple concurrent projects to success. • Meet deadlines without compromising accuracy or product quality. • Multi-task across multiple priorities and projects in a fast-paced environment. • Interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. • Problem solve and analyze data by assimilating new information, understanding complex topics, and arriving at sound analysis and judgement. • Gain traction quickly and demonstrate ambition and high energy.

Benefits • Dental • Vison • 401(k) • Medical & Dependent Care Flexible Spending Accounts • Life Insurance • Sick Leave • Paid Time Off • Paid Maternity Leave • Health Insurance • Short Term & Long Term Disability

Last updated : 2024-02-01

Company information Blending our grassroots expertise, flexible approach and depth of resources, American Campus Communities delivers customized solutions to create the communities Where students love living.You won’t find a team more passionate about what they do. To attract and retain exceptional talent, we have created a work environment that is motivating and rewarding, allowing our employees to rise as high as their ambition, and earning ACC accolades including Great Place to Work Certification, Forbes Most Trustworthy Companies, NAHB Development Firm of the Year, and Texas Monthly Best Companies to Work for in Texas. We love what we do, and it shows.From our humble beginning in 1993 with four employees and a single management contract, ACC has become the nation's largest developer, owner and manager of high-quality student housing communities. Housing more than 128,000 students on more than 90 university campuses across the nation, we’re dedicated to consistently providing every resident with an environment conducive to healthy living, personal growth, academic achievement and professional success. Public Company Austin, TX Company Specialties: Student Housing and REIT

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