Investment Analyst
2 weeks ago
Position Overview:
The Investment Analyst will collaborate closely with fellow investment experts and will be pivotal in assessing new investment prospects through comprehensive market research and financial analysis, including financial modeling and asset valuation.
The ideal candidate will gain exposure to a diverse array of commercial real estate investment strategies within a dynamic and demanding environment.
Key Responsibilities:
1. Support the underwriting and due diligence processes for new commercial real estate investment opportunities.
2. Develop and construct intricate financial models and asset valuation tools to inform investment decisions.
3. Project operating performance, financial forecasts, and business plan scenarios tailored to specific deals.
4. Contribute to asset management efforts by performing financial analyses and crafting and executing business plans.
5. Assist in preparing asset-level recommendations for upper management.
6. Formulate strategic plans for assigned properties and contribute to overarching portfolio strategies.
7. Create and maintain property valuation models utilizing Excel and ARGUS software.
8. Generate periodic asset-level performance reports.
9. Aid in the engagement and oversight of third-party property managers in the development and execution of operating budgets, including capital and leasing strategies.
10. Compile regular performance update reports for senior management.
11. Assist with various strategic projects as needed.
Required Skills and Qualifications:
- Strong quantitative abilities and proven analytical and problem-solving skills.
- Advanced skills in cash flow and investment modeling (Excel and ARGUS).
- Exceptional attention to detail and accountability in analytical evaluations.
- Proven ability to interpret data and derive meaningful conclusions.
- Excellent verbal and written communication skills, with the ability to engage professionally with a diverse audience.
- Diligent and committed to delivering high-quality results.
- Capacity to thrive in a fast-paced, rapidly evolving work environment with multiple competing priorities.
- Positive demeanor with the ability to effectively manage change.
- Demonstrated ability to prioritize tasks and manage time effectively in a deadline-driven setting.
- Self-motivated and proactive, with the ability to handle multiple tasks simultaneously.
- Ability to work independently as well as collaboratively within a team.
- Eagerness to learn and grow.
- Organized and process-oriented.
- Strong business judgment and decision-making capabilities.
- High level of professionalism that reflects the organization appropriately.
- Intellectual curiosity regarding the business.
Educational Background:
- Bachelor's Degree from an accredited institution is required.
- A degree in Business, Finance, Real Estate, Economics, or a related field is preferred.
Experience:
- 1-3 years of relevant experience in the commercial real estate sector, investment banking, or finance is required (job title will align with experience level).
- Prior experience with acquisition due diligence and asset management processes is highly desirable.
Technical Skills:
- Proficiency in Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint.
- Advanced Excel skills, including the ability to summarize data using formulas, lookups, Pivot Tables, and conditional formatting.
Work Environment:
- This position operates in a professional office setting.
- Work hours may vary based on business demands.
- Minimal travel is required, less than 10%, and would be domestic.
Desired Organizational Competencies:
- Accountability: Commitment to achieving individual, team, and business objectives.
- Drive: Consistently meets challenging goals and demonstrates the ability to create value and maximize results.
- Planning: Proactively identifies business needs, problems, and risks, developing well-founded plans with clear strategies and desired outcomes.
- Critical Thinking / Judgment: Commits to actions after evaluating alternative solutions based on logical assumptions and factual information, considering resources and organizational values.
- Adaptability: Successfully adjusts actions and opinions in response to changing priorities or environments.
- Communication Skills: Effectively communicates with clarity and focus to ensure impactful delivery.
- Influential Leadership: Leads with confidence, establishing credibility and respect among team members.
- Teamwork: Promotes collaboration among team members and business partners to achieve collective goals.
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