Investment Analyst

The company is entrepreneurial in spirit with a laid-back atmosphere, seeking a detail-oriented, eager learner. Real estate or construction experience is a plus but not required. Financial modeling experience is essential. The firm has over 25 years of experience in real estate development across retail, mixed-use, multi-family, office, medical, land development, and single-family homes.

Responsibilities

• Conduct complex and detailed financial modeling and data analysis (utilizing Microsoft Excel) of vertically integrated large-scale development opportunities across several asset classes.
• Produce periodic presentations and reports for project stakeholders (i.e., lenders, investors, management).
• Model fund waterfalls and promote economics for real estate transactions.
• Develop and maintain appropriate business and financial models to synthesize insights.
• Assist in the underwriting of funds and equity partners.
• Support existing acquisitions and strategic initiatives through ongoing analysis and project management.
• Gather industry data and competitive information from external and internal business units.
• Support with public financing vehicles such as Opportunity Zones Funds, Management Districts, Municipal Utility Districts, TIRZ, and sales tax agreements.
• Work effectively with professionals and information sources to obtain and consolidate information, develop conclusions, and communicate key analytics to team members.

Requirements

• Bachelor’s degree in Accounting.
• Minimum GPA of 3.0 in all accounting coursework.
• One or more years of experience in a real estate or financial analyst role, commercial real estate development experience, and/or development and acquisition underwriting experience.
• Preferably a background in real estate, private equity, or investment banking.
• Very strong financial and statistical background, excellent understanding of return metrics, adept in quantitative reasoning.
• Expert ability to create financial models utilizing macros and other advanced Excel functions.
• Ability to build positive working relationships with team members and consultants.
• Ability to work under time constraints and deadlines while managing multiple projects.

Skills

• Self-starter, inquisitive, and intellectually curious.
• Effectively work with minimal supervision.
• Detailed problem solver and critical thinker.
• Proactive and resourceful.
• Exceptional communication skills.
• Organized with a high energy level.
• Proficient in Microsoft Excel and PowerPoint.
• Exposure to Argus.