Senior Analyst, Investments

The Senior Analyst, Investments will serve an integral role supporting BMC's efforts to grow cash flow and enhance the value of the fund through strategic acquisitions, dispositions, joint-venture investments, financing, operational improvements, and capital projects. Additionally, the position will support the Fund's annual valuation process, asset management function, internal and external reporting requirements, and other ad hoc projects. The successful candidate will have a solid knowledge of real estate valuation and financial modeling, a strong work ethic, the desire to achieve results, and the ability to thrive in a team environment. He or she will gain experience across various transaction and asset types, including office, land, industrial and multifamily deals. The Senior Analyst, Investments will report to the Senior Vice President, Investments, which together with an Analyst make up the Investments team at BMC. The Senior Analyst will also be encouraged to build relationships across the company and the industry.

Primary Responsibilities*

• Assist in targeting, evaluating, financing and closing new investment opportunities.
• Perform financial analysis/underwriting accurately, timely and largely autonomously.
• Coordinate due diligence (from both sides of a transaction) including document production/receipt and extensive Q&A.
• Prepare investment committee and asset management committee presentation materials, financing memos and other transaction documents.
• Work closely with legal and other departments on closings, including ensuring accurate pro-rations, settlement statements, insurance coverage placement, and that conditions to closing are met.
• Participate in the annual Fund valuation process, to include managing an external appraiser and performing internal valuations.
• Prepare various quarterly and annual reports/projections on project or fund performance for internal and external use.
• Perform periodic benchmarking and analysis of value-enhancement initiatives.
• Monitor actual operations throughout the year compared to annual budgets.
• Identify opportunities to enhance fund performance and value.
• Other duties as assigned.

As a condition of employment, all external candidates must provide proof that they have been fully vaccinated from COVID-19 as of their first day of employment.

Education and Experience

• BA/BS preferably in Finance or Real Estate
• 2+ years of related real estate modeling experience
• Intermediate to Advanced Excel
• Proficient in Argus

Knowledge, Skills, and Abilities

• Strong analytical and quantitative skills
• Ability to excel in both a team setting and on individual assignments
• Strong and succinct verbal and writing skills
• Excellent interpersonal skills
• Strong attention to detail
• Ability to prioritize, multi-task and adapt to changing assignments in a collaborative team environment
• Must be responsive and meet deadlines

About Bernstein Management Corporation

Bernstein Management Corporation has been a leading real estate investor, owner and manager in the Washington, DC region for over 65 years. BMC, through its investment affiliate, BDC Properties LLC, it owns a portfolio of 86 properties valued at over $1.8 billion, including 3.4 million square feet of commercial space and over 5,000 apartments in Washington, D.C., Maryland and Virginia. BMC is very proud of its culture, centered our core values of doing what's right, providing uncommon service, working as a team, continuous improvement, and striving for results. For additional information visit .

Company Conformance Statements

In performing their respective duties, all employees are expected to conform to the following:

• Perform quality work within deadlines
• Interact professionally with other employees, management, residents, vendors and others
• Maintain a neat, clean and professional appearance
• Work independently while understanding the need for communicating and coordinating work efforts with others

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, copiers, filing cabinets and fax machines.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand on a stool as necessary.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of the employee for the successful performance of this job. Duties, responsibilities and activities may change at any time with or without notice.

Bernstein Management is an Equal Opportunity Employer, making decisions without discrimination on the basis of race, color, religion, sex, national origin, age, veteran status, disability, sexual orientation, genetic information or any other protected class, in accordance with applicable law.