Investments Analyst

Job Summary 

The Investments Analyst gathers and analyzes information needed for possible investments and real estate acquisitions.  They are responsible for developing preliminary reviews and interpretations of potential acquisitions and formulating the findings into reporting protocols used by the company. 

Primary Responsibilities 

• Reviews financial statements and prepares preliminary valuation of real estate assets  

• Assists in the evaluation of investment returns based on cap rates, discounted cash flows, use of leverage and Illustrate trends and possible risks of potential opportunities. 

• Develops underwriting and modeling for potential market strategic opportunities 

• Reviews financial and operational due diligence materials for acquisitions 

• Assists with the development of Operations’ department budgets for properties under contract and reconciles with original underwriting 

• Coordinates closings with the Operations Department to ensure a smooth transition of newly acquired properties 

• Prepares and assembles proration information for closings and verify accuracy of closing statements 

• Performs post-closing reconciliations 

• Participates in trade shows and property audits as market opportunities develop 

Job Specifications 

• Interprets general business periodicals, professional journals, technical procedures, or governmental regulations.    

• Effectively presents information  

• Responds to questions from groups of managers, clients, and customers  

• Calculates figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.  Applies concepts such as fractions, percentages, ratios, and proportions to practical solutions.  

• Proficient with Microsoft Excel, Word, and related software packages.  

• Defines problems, collect data, establish facts, and draw conclusions.  

• Solves practical problems and deals with a variety of concrete variables in situations where only limited standardization exists.  

Education and Experience 

• Bachelor’s Degree in Finance or a related discipline required; Master’s Degree preferred.   

Working Conditions/Physical Demands 

Performs sedentary work in an office environment with limited lifting (less than 10 pounds) or walking required. Close visual acuity required to perform work at computer terminal. No exposure to adverse environmental conditions. Requires repetitive typing motion, talking, hearing, grasping and feeling.  

Disclaimer 

The above information has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.  

We pride ourselves on hiring top talent and provide the following benefits and more: 

• Well defined career paths 

• Great work/life balance and hybrid work schedule 

• Medical, dental, and vision benefits 

• Health Savings Account (HSA) or Flexible Spending (FSA) 

• Company paid Life, AD&D, and Short- & Long-Term Disability 

• 401K with company match after 90 days of service 

• Holiday pay and paid time off 

• Extensive wellness program and various employee discount programs 

• Personal health advocate 

• On-site fitness center 

• Free soda, coffee, and snacks all day every day and much, much more!