Investment Analyst

Job Description

COMPANY DESCRIPTION:

Founded in 1996, Penzance is a leading Washington, DC based real estate investment and development company with a proven track record across asset classes and strategies. The company has developed, redeveloped, and repositioned nearly 50 assets with remarkable success since its inception. The Penzance core competencies include acquisitions, development, capital markets, asset management, leasing, property management, and construction management for office, residential, industrial, and mixed-use properties.

Penzance is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability or genetics, veteran status or any other legally protected status under local, state, or federal law. Employment at Penzance is at-will.

JOB SUMMARY: 

The Investment Analyst is primarily responsible for undertaking financial modeling and research in support of new investment opportunities along with development and asset management of existing investments.

ROLES AND RESPONSIBILITIES:

• Develop complex financial analyses
• Analyze financial statements, property contracts, rent rolls, zoning material and other property-related materials
• Prepare development budgets
• Examine and assess economic and market trends to determine suitable investment strategies
• Compile advisory reports and make informed recommendations on new investment opportunities and funds that could enhance or diversify portfolios
• Conduct property site inspections and market tours
• Create memos for presentation to investment committee and potential partners
• Coordinate due diligence materials for acquisitions and dispositions
• Assist with arranging and closing debt financing for acquisitions
• Evaluate lease economics for new and renewal transactions
• Analyze monthly property-level financial statements and maintain quarterly and annual reports
• Complete special projects as assigned by the Investments leadership and other company executives.
• This role may be assigned other duties, as required, and the activities, duties, and responsibilities of this role may change at any time, with or without notice.

SUCCESSFUL CANDIDATES WILL POSSESS THE FOLLOWING:

• Ideal candidate is a near-term or recent college graduate from a strong undergraduate institution with an excellent GPA and demonstrated undergraduate focus on relevant subjects.
• The ability to produce under pressure with a strong sense of detail, accuracy and cooperation is essential to this position.
• Excellent investment analysis software user, and Excel competency is a must.
• Ability to exercise of discretion and independent judgment with respect to matters of significance
• Good communication skills both written and oral.
• Exceptional ability to prioritize and meet deadlines in a timely fashion.
• Be a team player, work well in a group setting, take on additional duties and/or ad hoc projects when necessary.
• Solid understanding of financial set-up, procedures, statistics and economics
• Strong numeric skills
• Excellent quantitative and qualitative analytical skills
• BS degree in Finance, Economics, Math or related field