Investment analyst
2 months ago
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
#J-18808-Ljbffr
-
Investment Analyst
4 weeks ago
Austin, United States augmentjobs Full timeJob DescriptionJob DescriptionJob Description: Investment Analyst Job Summary:The Investment Analyst is responsible for conducting research, analysis, and evaluation of investment opportunities to support the investment team in making informed decisions. This role involves analyzing financial data, market trends, and economic conditions to provide actionable...
-
Investment Analyst
4 days ago
Austin, Texas, United States augmentjobs Full timeJob OverviewPosition Title: Investment AnalystRole Summary: As an Investment Analyst at AugmentJobs, you will be instrumental in assisting the investment team by performing comprehensive research, evaluating financial metrics, and aiding in the oversight of investment portfolios. Your contributions will be vital in pinpointing investment prospects, tracking...
-
Junior Investment Analyst
1 month ago
Austin, United States augmentjobs Full timeJob DescriptionJob DescriptionJob Title: Junior Investment AnalystJob Summary: As a Junior Investment Analyst, you will support senior analysts and portfolio managers in conducting research and analysis to identify investment opportunities. Your role involves analyzing financial data, monitoring market trends, and preparing reports to assist in investment...
-
Investment Analyst
3 weeks ago
Austin, United States The Town Lake Company Full timeJob 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...
-
Senior Investment Analyst
4 weeks ago
Austin, United States augmentjobs Full timeJob DescriptionJob DescriptionJob Title: Senior Investment AnalystJob Summary: The Senior Investment Analyst will be responsible for conducting comprehensive investment analysis, developing investment strategies, and providing strategic recommendations to optimize the organization's investment portfolio. This role involves analyzing market trends,...
-
Lead Investment Analyst
4 weeks ago
Austin, United States augmentjobs Full timeJob DescriptionJob DescriptionJob Title: Lead Investment AnalystJob Summary: The Lead Investment Analyst will oversee and guide the organization's investment analysis efforts, leading a team in evaluating investment opportunities, developing strategies, and optimizing portfolio performance. This role involves conducting in-depth market research,...
-
Lead Investment Analyst
4 weeks ago
Austin, United States augmentjobs Full timeJob DescriptionJob DescriptionJob Title: Lead Investment AnalystJob Summary: The Lead Investment Analyst will oversee and guide the organization's investment analysis efforts, leading a team in evaluating investment opportunities, developing strategies, and optimizing portfolio performance. This role involves conducting in-depth market research,...
-
Investment Fund Analyst
4 days ago
Austin, Texas, United States augmentjobs Full timeJob DescriptionPosition Title: Investment Fund AnalystOverview: We are looking for a highly proficient and detail-oriented Investment Fund Analyst to enhance our investment strategies and decision-making frameworks. The Investment Fund Analyst will play a crucial role in performing thorough research, analyzing financial data, and assessing investment...
-
Summer Investment Analyst
3 weeks ago
Austin, United States augmentjobs Full timeJob DescriptionJob DescriptionJob Title: Summer Investment AnalystJob Overview: We are seeking a highly motivated and analytical Summer Investment Analyst to join our team for a summer internship. This role offers an opportunity to gain hands-on experience in investment analysis and support the investment team in evaluating and managing investment...
-
Summer Investment Analyst
4 days ago
Austin, Texas, United States augmentjobs Full timeJob OverviewPosition Title: Summer Investment AnalystRole Summary: We are seeking a driven and analytical Summer Investment Analyst to engage in a summer internship. This position provides a unique opportunity to acquire practical experience in investment portfolio management, aiding in the evaluation and oversight of asset portfolios. The Summer Investment...
-
Investment Analyst
3 months ago
Austin, United States Oasis Management Company Ltd. Full timeOasis seeks to attract bright, curious minds to help the firm create value for investors in the Oasis funds, fellow shareholders in the companies in which we invest, and members of the communities in which we operate. We seek to grow strong companies, create lasting change, and benefit all stakeholders. Our employee’s passion and commitment to their work...
-
Investment Research Analyst
4 days ago
Austin, Texas, United States augmentjobs Full timeJob OverviewPosition: Investment Research AnalystThe Investment Research Analyst is responsible for performing comprehensive evaluations of publicly traded companies, sectors, and market dynamics to deliver insightful investment guidance to institutional investors, portfolio managers, and financial stakeholders. This position entails scrutinizing financial...
-
Investment Fund Analyst
4 days ago
Austin, Texas, United States augmentjobs Full timeJob OverviewPosition: Investment Fund AnalystAs an Investment Fund Analyst, your primary responsibility will be to assess and analyze various investment funds, scrutinizing their performance metrics and providing valuable insights to aid in investment decision-making. This role encompasses conducting thorough research, tracking fund performance, and...
-
Investment Analyst
4 weeks ago
Austin, United States LeafHouse Full timeJob DescriptionJob DescriptionAbout Us:LeafHouse specializes in creating investment solutions for retirement plans including investment fiduciary services, manufacturing investment vehicles, automated personalized portfolio programs, automatic rollovers, and enterprise technology solutions.Job Description:Join our dynamic team as an Investment Analyst, where...
-
Investment analyst
3 weeks ago
Austin, United States American Campus Communities Full timeJob Title: 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...
-
Senior Investment Strategy Analyst
3 days ago
Austin, Texas, United States augmentjobs Full timeJob OverviewPosition Title: Senior Investment Strategy AnalystPosition Summary: The Senior Investment Strategy Analyst will lead and direct the organization's investment evaluation initiatives, managing a team dedicated to assessing investment prospects, formulating strategies, and enhancing portfolio performance. This position requires comprehensive market...
-
Investment Analyst
3 weeks ago
Austin, United States Waverly Advisors, LLC Full timeWaverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting...
-
Principal Analyst for Venture Investments
4 days ago
Austin, Texas, United States augmentjobs Full timeJob OverviewPosition Title: Senior Venture Capital AnalystRole Summary: The Senior Venture Capital Analyst is tasked with the critical function of discovering, assessing, and facilitating investment prospects in nascent enterprises. This position requires thorough due diligence, comprehensive financial evaluations, and the provision of strategic insights to...
-
Investment Banking Analyst
4 weeks ago
Austin, United States augmentjobs Full timeJob DescriptionJob DescriptionJob Title: Investment Banking Analyst Job Summary:The Investment Banking Analyst will support senior bankers in executing a variety of financial transactions, including mergers and acquisitions, capital raising, and strategic advisory services. This role involves conducting financial analysis, preparing detailed reports and...
-
Senior Investment Banking Analyst
3 weeks ago
Austin, United States augmentjobs Full timeJob DescriptionJob DescriptionJob Title: Senior Investment Banking AnalystJob Summary: The Senior Investment Banking Analyst is responsible for providing in-depth financial analysis and advisory services to support investment banking transactions, including mergers and acquisitions (M&A), capital raising, and financial restructuring. This role involves...