Investment Analyst

3 weeks ago


Columbus, United States Newmark ltd Full time
Job Description

Essential Job Duties:
  • Monitor and analyze rent rolls, financials, lease trade out reports, delinquency reports, etc. throughout marketing and DD process and alert broker and transaction management team of performance trends.
  • Create packageable charts/graphs, tables, and content narrative for BOVs, offering memorandums, and other ad hoc marketing pieces as needed and partner with graphic designer to ensure appropriate placement of content.
  • Competitive landscape - research and prepare rental market analysis and sales comps for multifamily properties.
  • Multifamily market and submarket - complete research and analysis of market and submarket occupancy, rental rates and trends, new supply/absorption, home values/sales, industry trends, and other relevant trends
  • Economic and demographic - complete submarket & market research relating to the labor market (job creation, labor trends, incomes, etc.) and other relevant demographic and economic trends including population growth/trends, projections, etc.
  • Complete public records research including tax, sale, owner, and other information
  • Communicate regularly with brokers and other team members regarding workflow and priorities to ensure priorities align
  • Leverage Global Support Team for assistance with underwriting, charts/tables, property maps, and other assignments as necessary.
  • Monitor and maintain internal deal tracking system for BOVs, new listings, and awarded deals to ensure defined targets and deadlines are met
  • Update and maintain various information databases for multifamily sales, ownership data, new deliveries, rent and debt info, clients, prospects, etc.
  • Review PSA and amendments to summarize critical terms of transaction (closing and DD related dates, price, etc.) .
  • Review and summarize key terms of other legal and deal related files as needed.
  • Process sales commissions and ensure fees are processed according to the standard company policies and procedures and state regulations.
  • Setup and maintain virtual due diligence room with all materials organized appropriately.
  • Respond to lender requests/questions.
  • Complete expense and mileage reports
  • Audit CA status and provide weekly report to brokers
  • Complete weekly pipeline report for corporate reporting
  • Agency disclosures - prepare and ensure delivery and execution for all deals.
  • Listing agreements - draft and ensure compliance and current including creation of amendments, protection list, etc. as needed.
  • Monitor and research local market competition and sales activity.
  • Proofread offering materials, proposals and market reports
  • Perform other administrative functions and prepare communications as directed.
Responsibilities

Skills, Education and Experience:
  • Bachelor's degree with a major in Business, Accounting, Economics, Finance, Real Estate, Mathematics, Statistics, or related field or work experience to reflect training in fundamental concepts.
  • Intermediate Excel skills
  • Proficient technical writing skills
  • Ability to gather key takeaways for real estate transactions from analyzing qualitative and quantitative information.
  • Knowledge of CoStar, Real Estate Capital Analytics, Axiometrics and other real estate data sources is a plus.
  • Strong deductive reasoning, critical thinking, and detail orientation
  • Must be a self-starter with a strong work ethic and ability to work independently takes initiative with limited supervision.


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