Real Estate Private Equity - Analyst

Job Description

Halstatt is a family-owned investment firm headquartered in Naples, Fla. Katie Sproul, Halstatt’s CEO, is the great granddaughter of Barron Gift Collier, the founder of Collier County, Fla. The Sproul family has been instrumental in the development of Florida for more than half a century. Halstatt and its network of affiliated firms manage capital across a broad range of asset classes, as well as that of a number of family offices and institutional investors.

Halstatt Real Estate Partners (“HREP”), a women-owned real estate private equity firm, has participated in the acquisition and development of over $1 billion in Southeast based real estate assets since 2011. Founded by the Sproul family, based in Naples, Florida, and a proud part of the Barron Gift Collier legacy in Southwest Florida, HREP invests in middle market, value add and opportunistic commercial and residential real estate projects. HREP works with best-in-class local and regional operating partners to maximize the value of its real estate investments. HREP invests alongside a cross-section of institutional limited partners from fund to fund including charitable foundations and endowments, domestic and international family offices and corporate pension funds with a history of continuity.

RESPONSIBILITIES:

The Analyst will evaluate potential investment proposals, perform financial analysis and market research, maintain HREP’s deal pipeline tracker, prepare investment memoranda, manage the due diligence process of new investments, assist in the asset management of current portfolio holdings, the ongoing communications with and reporting to investors, and the marketing and fundraising of new fund vehicles.

They will work directly with the HREP team and its Principals and should be able to multitask and work independently. Additionally, the candidate should exhibit resourcefulness and problem-solving skills, with an outstanding energy level and initiative. Finally, candidates must be able to successfully interact with a broad range of individuals, including investors and senior team members of joint venture partners.

The Analyst will work full-time out of Halstatt’s Naples, Florida office with the HREP investment team. The Analyst will be part of a two-year program that includes initial training and mentorship and immersion across the firm’s investment, asset management, and portfolio management activities.

QUALIFICATIONS:

The candidate should have strong verbal, writing, analytical, technical, and personal skills that will lead to success in a small and entrepreneurial team environment, including:

• A demonstrated interest in finance or real estate, preferably in real estate investment or analysis.

• Undergraduate degree required, with a degree in real estate, finance, or economics preferred but not required.

• A basic understanding of financial modeling, with a desire to work on cash flow models, IRR analysis, equity multiple analysis, and discounted cash flow valuations, to assess the viability and profitability of potential acquisitions, developments, or dispositions.

• Exceptional quantitative, analytical, and problem-solving skills.

• Proficiency in Microsoft Excel, Word, PowerPoint, and Argus is required.

• Strong written and oral communication skills, including the ability to prepare accurate and appropriate documentation.

• Learning agility to quickly grasp new concepts and circumstances, including demonstrated resourcefulness and problem-solving skills.