Analyst, Investments & Asset Management Intern - Summer 2027
University Partners · Dallas, TX · 3 days ago
On-siteFinance$80/hrFull-time
Job Purpose
The Summer Analyst will assist in the evaluation, underwriting, execution of student housing investment opportunities, and asset management of UP's existing portfolio of properties.
Primary Duties & Responsibilities
The Analyst will assist the Acquisitions and Asset Management team in all aspects of deal sourcing, market research, underwriting, and portfolio monitoring:
- Perform financial analysis of acquisitions and development opportunities via financial modeling, analysis of cash flows, analysis of return and project sensitivities, and application of valuation methods using Microsoft Excel
- Make informed decisions regarding modeling assumptions while maintaining the ability to logically defend and present said assumptions
- Assist with due diligence processes associated with acquisitions by performing document control, physical and financial due diligence, verifying and establishing projections, or other duties as assigned
- Prepare investment committee proposals for new projects under consideration, including presentation materials and graphic requirements
- Benchmark comparable properties while maintaining detailed notes to inform underwriting assumptions
- Develop and apply quantitative modeling assumptions to deals under consideration for investment
- Complete asset management projects on an ad hoc basis, including both portfolio and asset-level analyses
- Track, organize, and maintain sales data from various sources
- Catalogue all potential investment opportunities including downloading materials from virtual data rooms and maintain/organize them on the local network drive
- Track all investment opportunities in key target markets and UP correspondence with brokers, owners, and other external parties
- Periodic travel required
Qualifications
- Proficiency in Microsoft Office software; advanced Excel skills required to build and update detailed cash flow models
- Analyze and interpret market and industry trends from a strategic point of view to draw conclusions and solve problems
- Perform numerical and financial calculations and analysis
- Communicate effectively with coworkers, brokers, and capital partners to effectively exchange ideas, information, and opinions to inform investment decisions
- Possess excellent interpersonal skills
- Think creatively and contribute to project success
- Successfully manage a variety of tasks within a tight time schedule, including multiple potential transaction models at once
- Demonstrate strong initiative and ability to work independently with minimal oversight
- Interact with employees, visitors and business partners with poise and diplomacy
- Establish and maintain a cooperative working atmosphere amongst staff
- Ability to leverage technology to perform all job functions at the highest level
Education And Experience Requirements
- Students must be pursuing a Bachelor's degree from an accredited college or university with a graduation timeframe between May 2028 – May 2029
- 3.2 minimum GPA
- Preferred course work: commercial real estate, corporate finance, asset management, commercial or investment banking
- Strong financial modeling skills, specifically within Microsoft Excel
- Strong business writing acumen
- Able to work well in a fast-paced, dynamic environment that requires critical thinking and problem solving
- Must be collaborative and comfortable communicating in a team-oriented environment
- Highly motivated and able work independently