Our Client is a closely held real estate investment and specialty finance company.  Formed in 2011, our Client provides joint venture equity capital and mezzanine financing for the development, acquisition, and repositioning of retail and multifamily real estate.  Since its inception, Company has invested in and has invested in over $1.3 billion of properties nationwide.  

Position Description 

The Analyst will be responsible for Company’s investment evaluation and asset management activities.  The Associate will be involved in the analysis and evaluation of new investment opportunities and the monitoring of status and performance of the firm’s active development projects and income-producing properties.  The Associate will report to Vice President of Investments and will have regular interaction with Company’s leadership as well as the firm’s development and operating partners. 

Duties  

Investment Analysis 

• Perform financial analysis of acquisitions and development opportunities via financial modeling, analysis of cash flows, and application of valuation methods using a combination of Argus and Excel software. 
• Prepare in-depth market research including rental comps, sale comps, and economic/demographic trends.  
• Coordinate due diligence reviews within Company and with outside developers/legal counsel and assimilate findings from reviews into financial analysis. 
• Conduct internal review of due diligence materials and legal deal sheets. 
• Prepare investment evaluation reports and presentations.  

Asset Management 

• Communicate with Company’s developers and operators to obtain reporting material and address items that require specific attention. 
• Review reporting material including (i) developer and general contractor progress reports (budget vs. actual, timelines, etc.) (ii) loan draw requests, pay applications, and bank statements, (iii) leasing activity reports and rent rolls, and (iv) project milestones and pertinent metrics as it pertains to Company’s joint venture investment structure and loan requirements. 
• Create, maintain, and update financial forecasting and pro forma-to-actual models based on investment performance. 
• Generate reports and maintain databases for internal use as well as for communication to Company’s investors. 

Key Requirements/Skills/Experience 

• Up to 2 years of real estate experience, preferably retail and multifamily development. 
• Advanced expertise with Excel (e.g., financial modeling, pivot tables), Word, and PowerPoint. 
• Proficient in Argus. 
• Strong analytical, organizational, communication and problem-solving skills. 
• Comfortable working within a small-team environment. 
• Bachelor’s degree required.  Master’s degree (real estate) preferred.