Investment Analyst

Job Description

Job Title:                     Investment Analyst

Job Description

Waterman Interests, LLC a privately-held commercial real estate firm specializing in the acquisition, leasing, financing, management and re-development of office, retail, industrial and self-storage assets is seeking to hire a financial analyst to work in the acquisitions and leasing area of the business.

The analyst will be responsible for financial analysis and modeling of new investments and lease transactions.  The position will offer the candidate a real-world understanding of the commercial real estate business, particularly from the perspective of a real estate investment and operating company. 

Duties and Responsibilities

The analyst’s duties and responsibilities will include:

• Utilizing the Company’s financial models (Excel and Argus) to evaluate investment opportunities and lease transactions
• Researching market data for inclusion in investment committee memoranda and presentations
• Maintaining accurate operating models of the Company’s portfolio assets
• Assisting in the creation of business plans and budgets
• Coordination and exposure to market events, and face to face interaction with investors, brokers, and other market participants
• Providing general support to the company’s senior staff

Qualifications

The analyst should have a good understanding of commercial real estate analysis and have excellent communication skills

Qualifications include:

• Minimum of two years of experience working in the real estate department of an investment bank or at an institutional real estate investment or operating firm
• Proficient Microsoft Excel, Word and PowerPoint skills
• Deal experience using Argus DCF Software to model potential real estate asset investments
• Outstanding communication skills
• Ability to multi-task and meet deadlines
• Exceptional references
• Intellectual curiosity and willingness to work in a collaborative, multi-faceted business