Investment Analyst

3 weeks ago

West Palm Beach, United States SROA Capital Full time

Investment Analyst



About the Company


Become the newest member of our exciting team at SROA Capital as we redefine self-storage SROA Capital is a vertically integrated private equity real estate and technology platform. Our success is driven by a focused strategy of investing in self-storage on behalf of our principals and partners under the brand Storage Rentals of America. Currently, our portfolio comprises over 667 self-storage facilities totaling over 22 million square feet. At SROA, we offer a career and opportunity to grow. We strongly believe in growing our talent and promoting within. We are proud to be honored as one of the TOP WORKPLACES of South Florida by the Sun Sentinel.



About the Role


The Investment Analyst will work with our investment team to support the underwriting and due diligence of potential real estate transactions and contribute to strategic decision-making processes.



Responsibilities


  • Assist in evaluating prospective acquisitions of properties throughout the U.S. in niche asset classes.
  • Analyze income statements, financial and operational reports.
  • Work with investment team to prepare underwriting models and investment committee memos.
  • Assist in building and maintaining database of potential acquisitions.
  • Assess macroeconomic factors, demographic trends and local market dynamics to forecast real estate market conditions and identify emerging investment opportunities.
  • Analyze property performance metrics, including occupancy rates, expenses and market trends to assess investment viability and potential returns.
  • Prepare investment memos, presentations, and reports to communicate investment recommendations to senior management.
  • Stay informed about industry trends, regulatory changes and economic developments that may impact real estate investment strategies and portfolio performance.
  • Other duties and projects that support the department’s goals.


Qualifications



  • Undergraduate degree in Economics, Finance, Accounting, Real Estate, Insurance, Banking, or related field.
  • 1-2 years or more proven experience as an investment analyst or real estate analyst with a focus in commercial real estate – self storage experience a plus.
  • Advanced proficiency in Microsoft Suite; specifically in Excel and PowerPoint.
  • Strong analytical skills and proficiency in financial modeling, property valuation and investment analysis techniques.
  • Familiarity with real estate investment software, databases and market research tools (e.g., CoStar, ARGUS, REIS, Yardi Voyager, Sage)
  • Ability to collaborate effectively with cross-functional teams



Equal Opportunity Statement


SROA is an Equal Opportunity employer and uses the federal government E-Verify system to verify employment eligibility.

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