Investment Analysis Specialist

1 week ago


Atlanta, Georgia, United States Parmenter, LLC Full time
Job Overview

Position Summary: The Investment Analysis Specialist plays a crucial role in supporting the firm's asset management, acquisition, and disposition efforts. This role requires precision and a comprehensive understanding of financial modeling tools such as Argus and Excel to effectively fulfill the responsibilities associated with this position.

Key Responsibilities:

The following duties outline the expectations for the Investment Analysis Specialist role, serving as a foundational guide for the position:

Acquisition and Disposition Support:
  • Assist in the formulation and development of underwriting assumptions while coordinating and monitoring all due diligence tasks through organized checklists.
  • Support the abstraction of lease agreements and ensure alignment with the Argus model as necessary.
  • Maintain oversight of acquisition, disposition, and property takeover checklists.
  • Track submissions of SNDA and Estoppel documents.
  • Provide general assistance throughout the due diligence process as required.
  • Support property takeover activities as needed.
  • Keep updated market information for targeted areas.
  • Perform additional analytical tasks as requested.
Asset Management Responsibilities:
  • Contribute to the preparation of quarterly investor reports by supplying essential data to Asset Managers.
  • Assist Asset Managers in evaluating leasing proposals, reviewing lease documentation, and completing necessary approval forms.
  • Participate in weekly leasing meetings, offering support as required.
  • Monitor tenant leasing activities, including move-ins and move-outs.
  • Conduct reviews and integrity checks of annual property budgets.
  • Gather, analyze, and prepare market reports to support various projects and reporting needs.
  • Assist in the preparation and analysis of periodic valuations, including data collection.
  • Demonstrate familiarity with property loans, analyzing coverage tests and extension tests, while understanding reserve and escrow requirements and preparing supporting documentation as needed.
  • Perform other analytical duties as required.

This description serves as a guideline and may evolve based on the needs of the organization.



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