Investment Associate

Responsibilities

• Under general supervision, provides expertise through conducting complex analyses of data and developing related reports and recommendations to support investments in all of its initiatives.
• Underwrites real estate investment opportunities (acquisitions/dispositions) for both asset and corporate level transactions and performs asset and market due diligence.
• Execution of real estate and real estate-related acquisitions and dispositions, including due diligence processes.
• Development and management of financial models for investments, joint ventures, scenario analysis and financing.
• Leads research, analysis and execution of strategic initiatives.
• Responsible for all aspects of the investment process: origination, deal execution, due diligence, and portfolio monitoring.
• Develops investment thesis and creates memos to be presented to the investment committee.
• Performs financial modelling and analysis such as: financial projections, sensitivity analysis, valuations, and returns.
• Drives sector research to identify investment targets and perform competitive analysis.
• Evaluates and monitors the ongoing performance of portfolio company investments.
• Develops and maintains relationships with partners, entrepreneurs, investment professionals, and service providers to facilitate deal sourcing.
• Stays abreast of events and trends in the Real Estate sector.
• Supports ongoing strategic initiatives and reporting requirements.

Requirements

• Bachelor’s degree in Finance, Business, Economics, Mathematics, Statistics, or related field of study.
• Two (2) years related experience as an Investment Analyst, Market Analyst, or related occupation.
• Experience is required and must include:
  • Utilizing advanced Microsoft Excel for financial modeling, including complex formulas and multi scenario sensitivity analysis, to build and maintain DCF based models evaluating investment performance and returns
  • Developing investment committee presentations using Microsoft PowerPoint, incorporating financial models, charts and tables, valuation analyses, and investment recommendations
  • Utilizing ARGUS Enterprise software to perform property level cash flow forecasting, lease level modeling, and valuation analysis for real estate investment opportunities
  • Conducting financial due diligence, valuations, and underwriting for asset level and corporate level real estate acquisitions, including analysis of financial statements, rent rolls, and capital structures

Benefits

• Numerous opportunities for professional growth and development
• Comprehensive employer paid benefits coverage
• A flexible work environment combining in office collaboration and remote working
• Competitive time off
• Flexible Travel Program – option to work abroad in another region/country for up to a month each year
• Commitment to diversity, equity and inclusion through Employee Resource Groups and inclusive workplace culture

Schedule

WFH 1 day per week

Functional Area: Investments. Vacancy. Requisition ID: 7273