Analyst/Associate, Investments

Primary Responsibilities

• Identify, underwrite, and acquire new Build-to-Rent communities and Single-Family Rental Homes consistent with the investment strategy set by the company.
• Analyst or Associate job title is dependent on experience.

Skills & Competencies

• Bachelor’s degree in Finance, Economics, Business, Real Estate, Civil Engineering, Construction Science, or another similar field or equivalent.
• 1-3 years of progressive real estate and development experience within the single-family, homebuilding, and/or multi-family industries (Build-to-Rent experience preferred).
• Experience with site analysis, demographic and market analysis, and a general understanding of the land acquisition and entitlement processes.
• Strong interpersonal and communication skills, comfortable speaking before large groups, and presenting investment memos to executive level committees and other similar groups.
• Efficient in effectively focusing upon and communicating only the relevant key concepts/metrics.
• Advanced knowledge of Word, Excel, and PowerPoint; comfortable working with complex data with the ability to build, manage, and manipulate complex financial models.
• Highly organized, able to manage and prioritize multiple business objectives and projects in disparate geographies with the proper sense of urgency and accountability.
• Experience working in a work schedule environment, including in-office operation, weekends, and holidays, based on business need.

Essential Job Functions

• Perform in-depth analysis of real estate investment opportunities, including market research, financial modeling, and risk assessment.
• Utilize internal tools, third party data resources, and internal and external parties to guide, verify, and support key underwriting assumptions.
• Responsible for managing and updating a comprehensive pipeline of prospective investments, and a detailed tracker of relevant sales in our target markets.
• Prepare one-page summaries, investment screeners, and investment committee memos to gain approval for new projects.
• Draft term sheets that align with deal specific terms and that are consistent with firm’s investment strategy.
• Assist in the due diligence process by coordinating 3rd parties and property inspections, aiding in the review of legal documents, and continually assessing financial viability.
• Coordinate with Asset Management as necessary to ensure reporting during development and lease up is timely, accurate and properly reflects the status of the project through stabilization.
• Coordinate and collaborate with leasing, marketing, and asset management teams regarding underwriting inputs.
• Provide support in structuring project level and/or any programmatic financing structures associated with the communities by communicating consistently about upcoming projects, working with external and internal capital markets advisors, and staying abreast of market conditions.
• Maintain accurate and organized records of investment opportunities, financial models, and due diligence reports.
• Adhere to company policies, procedures, and guidelines while conducting investment analysis and making recommendations.
• Continuously review and improve investment analysis processes to increase efficiency and effectiveness.
• Other duties, as assigned by supervisor or leadership team.

Key Metrics & Responsibilities

• Efficiency – Measurement of time management, and ability to meet deadlines.
• Accuracy – Ability to accurately underwrite single family rental homes and Build-to-Rent communities (rent forecasts, operating assumptions, etc.).
• Individual productivity to meet deployment goals set.
• Team productivity to meet deployment goals set.
• Collaboration – Measurement on delivery of assignments, quality of performance, and group effort.

Benefits

• 5% 401(k) match.
• Wellness credits that reduce healthcare costs.
• Up to 160 hours of PTO annually for full-time employees.

Location: Charleston - 997 Morrison Drive, Suite 402 (fully onsite).