Real Estate Investment Analyst

CanAm Financial Group (CanAm) is an integrated, multinational investment management firm with a strong focus on immigration-linked EB-5 investment funds in addition to growing a presence in the private equity and wealth management sectors. Headquartered in New York City with offices in Shanghai, Beijing, Ho Chi Minh City, New Delhi, Singapore, and Hong Kong, CanAm is proud to serve an international community of investors with a broad spectrum of investment needs. Through its robust network, CanAm has collectively raised over $3 billion in private placement funds, providing long-term value to the firm’s international clientele.

 

CanAm, through its affiliate, CanAm Capital Partners, LLC (‘CACP’), also makes conventional private equity investments in commercial real estate projects with a focus on geographies and asset classes where CanAm has informational, operational, and other competitive advantages.  CanAm is committed to expanding this investment platform to provide unique investment opportunities to the company’s pool of high-net-worth investors.  Since its formation, CACP has invested in projects with combined asset values exceeding $335 million.

 

For additional information regarding CanAm and our investment track record, please visit our website.

 

 

The Real Estate Investment Analyst is responsible for the actively monitoring projects within the company’s existing portfolio of loans (18 projects, $1.2Bn outstanding) and CACP’s six (6) active equity investments.  The successful candidate will be responsible for all asset management functions including collecting and organizing project-related information including spending invoices, project update and financial reports, and other project-related information.  Additional responsibilities will include deal sourcing, underwriting, compiling property and portfolio-level reports for internal use and drafting regular progress reports to investors.

 

This position is a great career opportunity for someone with entry-level experience in the real estate industry looking to support a department’s operations on a variety of different investments and asset classes. CanAm is seeking an individual who is eager to add value in a collaborative, dynamic and growing entrepreneurial firm. CanAm’s work culture is based on empowering all employees to be autonomous, flexible, innovative, adaptive and calculated risk-takers.

 

Major Duties and Responsibilities will include, but are not limited to:

• Maintain comprehensive oversight of all projects within the investment portfolio
• Active tracking of each project’s progress, collecting and organizing detailed project-level spending information and other financial information for each portfolio investment
• Produce property-level reports including budget-to-actual analyses and updated proforma projections along with portfolio roll-up reports for internal tracking
• Draft, compile and distribute annual and quarterly investor reports and manage schedule of required reports
• Prepare, maintain and manage cash flow and underwriting models for asset performance for property and/or portfolio
• Perform ongoing Market Research within relevant markets

• Support the department’s analysis and underwriting process for prospective EB-5 and private equity investment opportunities.
• Collect and review cash flow models, company financials, pro-formas, sensitivity tables, rent rolls, waterfall models etc. to assist the department’s assessment of a prospective investment’s suitability.
• Maintain and edit detailed Excel models to analyze prospective and existing investments.

 

• Strong quantitative and analytical skills including proven financial modeling experience with Excel
• Strong business writing skills (drafting and editing reports, investment memos, etc)
• Understanding of real estate fundamentals, financing principals and capital structures
• Balance of assertive and interpersonal communication skills
• Organizing skills to collect and track large volume of data for review
• Ability to multi-task effectively to meet internal deadlines
• Good judgment and problem-solving skills
• Remote working skills (work both independently and as a team player, timely and clear communication via all channels, initiate communicate amongst teams, etc.)

• Knowledge of and experience with FHA and HUD financing products a plus

• Proficient in Microsoft Office
• Knowledge of DealPath or CRM platforms a plus

• Bachelor’s degree required in Finance, Real Estate, Accounting or related discipline.
• Two (2) to three (3) years of prior full-time real estate experience with experience creating financial models.

Expectation for All Employees: Support CanAm Enterprises’ core principles: high level of integrity and ethics, maintain positive and respectful interactions within the firm and the general public; personal accountability and attention to detail.

Start Date: ASAP

Compensation: Annual salary range commensurate with relevant experience and education. Annual merit bonus based on supporting department metrics. Fully-paid employee medical and dental insurance coverage and paid time off. After one year of full-time employment, participation in our 401K plan is available. CanAm provides a positive work/life balance to employees with standard office hours in a hybrid work model.

 

How to Apply: Email resume with the desired salary range through Select Leaders.  Qualified candidates will be be required to provide a writing and financial model sample prior to scheduling a Zoom interview. Due to the large number of applicants, please do not call or email regarding receipt of your resume.

 

CanAm Enterprises, LP is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran or disabled status, or genetic information.