Fund Analyst - Jamestown

February 14, 2018
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Atlanta, Georgia 30308

Jamestown is recruiting for a Fund Analyst in our Atlanta headquarters at Ponce City Market. The Fund Analyst is responsible for performing quantitative analyses and report generation to support the operation of the Premier Property Fund.


Education and Experience:     

  • Bachelor’s Degree in Real Estate, Finance, Accounting or a related field of study from an accredited institution;
  • Up to two years of experience in institutional-level real estate management; or
  • Any combination of education, training and experience which provides the required knowledge, skills, and abilities to perform the essential functions of the job



  • Build and maintain fund-level financial models in Excel and Argus Enterprise
  • Compile and aggregate asset-level data and prepare quarterly and annual fund report, investor requests and marketing materials
  • Play integral role in management of quarterly appraisal process between asset management, fund management and third-party appraisal firm by providing source materials, reviewing and commenting on draft valuations and analyzing impact to fund returns
  • Review of asset management model deliverables to fund management and production of fund roll-ups for Investment Committee
  • Perform fund-level financial analyses in Excel and Argus Enterprise, such as scenario and sensitivity analyses, benchmarking returns, liquidity/ distribution analyses and acquisition/disposition considerations
  • Remain informed on asset-level strategies, including leasing activity, capital projects and underwriting assumptions
  • Conduct market research as requested, including lease and building comparable sets, as well as macroeconomic, market-specific and industry-specific data and trends



Performs other related duties as assigned



      Knowledge of: 

  • Financial analysis
  • Real Estate
  • Advanced Excel modeling
  • Argus 


  • Organizational and interpersonal skills
  • The ability to meet deadlines, accomplish work in order of priority; professionally maintain composure & effectiveness under pressure and changing conditions
  • Self-motivation, leadership, teamwork and collaboration
  • Detail oriented, logical, and methodical approach to problem solving
  • Exceptional written and verbal communication 



  • Real Estate professionals at Jamestown are generally expected to work overtime hours, to be available for evening and weekend work as needed, and to respond to requests promptly, asking, if necessary, for specific guidance on deadlines.