Investment Analyst / Investor Relations

The role of Investment Analyst/Investor Relations is to support to the Asset Management department by providing a wide spectrum of analysis on development and acquisition projects as well as assets owned across the portfolio. In addition, the Investment Analyst/Investor Relations is to support the company’s on-going investor relations efforts by maintaining current investor relationships through reporting and consistent communication.

Key Responsibilities/Duties:

• Asset Management
  • Prepare annual budgets with Property Manager (Sept-Nov)
  • Determine optimal financing options on refinances with Capital Markets team
  • Review budget vs actuals (monthly)
    • Compare operating expenses to CAM estimates
    • Provide recommendations to limit operating expenses to reduce leakage
  • Review financials for reasonableness
  • Determine interim cash distributions
  • Prepare periodic valuations of assets
  • Provide hold/sell/refinance analysis
  • Update/review asset’s strategic business plan
  • Underwrite stabilized assets in Argus
  • Assist in the on-going implementation of Argus within company business processes
  • Assist in the review of loan documents & term sheets where necessary
  • Annual coordination on cost segregations
  • Create detailed excel financial models and projections for individual assets
• Investor Relations
  • Actively track usage and reporting from the investor portal
  • Prepare quarterly reports to investors on construction and stabilized assets
  • Proactively manage investor relationships, effectively providing investors with up to date, accurate information regarding their investments and project statuses
  • Categorize current investor base for investment asset-type preference
  • Facilitate and prepare all investment packages for new capital raises including the distribution to our current investor base
  • Answer questions and maintain relationships with current investor base regarding new and existing investments, general firm updates, and the company’s on-going investment objectives
  • Develop fact sheets, case studies, and cooperatively work with Marketing to produce impactful marketing materials for investors
  • Take on the role of the point of contact for investors between Finance, Asset Management, and Legal
• Complete any other items as assigned

Skills/Education:

• Education: Bachelor’s degree in Accounting, Finance, Business Management, or Economics. Master’s degree in Real Estate Development or MBA preferred.
• 2-5 years of real estate experience, prior experience with REIT, RE Investment Banking, Asset Manager, Developer, or Private Equity preferred.
• Strong understanding of Microsoft Office Suite, specifically Excel, PowerPoint, and Word
• Advanced Argus Enterprise knowledge and underwriting skills, Argus certification a plus
• Strong analytical and problem-solving skills specifically related to financial analysis
• Excellent verbal and written communication skills; ability to interact with current and potential investors both in-person and via email
• Highly detail-oriented with an ability to work in a fast-paced environment and manage a high workload with the goal of continuing to grow with the firm