Investment Analyst

Investment Analyst

The Investment Analyst will provide analytical support to the Investments, Asset Management and Development teams by primarily producing financial pro forma models, conducting property due diligence and financial reporting for multifamily investments.

Responsibilities

Create, manage and update pro-forma cash flow models for new multi-family acquisitions, existing investments and new development projects.

Build proforma models for mixed use developments including apartments, hotels, condos, and offices.

Build complex waterfall distribution models with catch ups and multiple hurdles.

Conduct sensitivity analysis across multiple variables to assess risks and opportunities.

Assist in drafting investment committee memorandum and asset offering packages.

Conduct market research including market and submarket analysis, rent comparable analysis, sales comparable analysis and development pipeline analysis.

Communication with external parties, including brokerage firms, appraisers, third-party consultants, etc.

Design and develop interactive dashboards and reports in Power BI Desktop.

Review existing property operating budget variances, identify issues, and work to develop action plan to address.

Analyze property expenses and compare against portfolio / industry averages in search of inefficiencies that can result in potential savings.

Qualifications

Must have a bachelor's degree in real estate, finance, economics or related field.

Must have a minimum of 2-5 years of experience in the real estate industry, with a preference for multifamily.

Requires financial modeling expertise and understanding of real estate investment principles.

Detail oriented with the ability to manage a diverse number of tasks simultaneously.

Highly developed analytical, quantitative and communication skills.

Proficiency in Microsoft Office Suite (Excel, Word, Power Point), experience with Costar, Real Page, Yardi Matrix.

Acquisition, Capital Markets, Asset Management and Development experience helpful.

Yardi (or similar property management software) experience preferred.