Senior Analyst - Investment Management

Senior Analyst - Investment Management

The Senior Analyst - Investment Management will assist the Asset Management team with various functions including the preparation of budgets and rate plans, financial modeling, lender reporting, appraisal review, tax research, ad hoc analyses with varying levels of complexity, and supporting transactions including refinances, recapitalizations, and dispositions.

Reports to: Director - Asset Management

Direct Reports: None

Duties/Responsibilities: The duties listed below are an outline of the role's responsibilities and should not be considered an all-inclusive list. As the needs of the organization change, these duties may be modified as needed.

• Leverage financial models to forecast deal-level returns and put together hold/sell/refinance recommendations for distribution to management and equity partners
• Facilitate transactions by compiling and reviewing due diligence materials and drafting responses to inquiries from brokers and potential investors
• Prepare and review weekly leasing updates for distribution to equity partners
• Perform ad-hoc financial analysis for distribution to management, lenders, and equity partners
• Assist Asset Managers with the review of rate plan and budget targets for each asset and provide feedback to leasing and operations teams based on prior year approved values, actual operating performance, and relevant underwriting
• Assist the Asset Management team in the preparation of quarterly investor reporting
• Interface with external groups - lenders, consultants, brokers - and provide subject-matter insights to Asset Management team in specific functional areas such as property taxes, loan compliance and capital projects
• Travel to markets with Asset Managers to gain insight into market trends and property operations

Education & Experience

• 2-3 years of Commercial Real Estate experience is preferred.
• Bachelor's degree preferably with a focus in Business, Real Estate, Finance, or other relevant subject matter.

Preferred Knowledge, Skills, & Abilities .

• Attention to detail and ability to handle multiple simultaneous projects.
• Understanding of financial concepts, (i.e. IRR, ROE) and the ability to apply that in an excel model.
• Proficiency in Microsoft Windows-based software applications and advanced level of Excel skills required.
• Strong analytical and research capabilities with outstanding organization skills.
• Excellent interpersonal, written and verbal communication skills.
• Multifamily/Student Housing experience preferred but not required.

Work Environment

• The work environment characteristics described herein are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate to low.
• Travel: 10%

Physical Demands:

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl and talk or hear.
• Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus.
• The employee may infrequently drive a vehicle (intrastate and interstate travel) or be subject to air travel for purposes of Company business.

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