Job Title: Financial Analyst – Investments

 

 

Menlo Equities is a Silicon Valley-headquartered private equity, commercial real estate firm with a history of holdings and operations in major US innovation hub markets. These markets include Seattle, Silicon Valley, Los Angeles/Orange County, San Diego, Phoenix, Denver, Austin, Dallas, Chicago, Atlanta, Raleigh-Durham, Nashville, Northern VA (DC metro), Minneapolis, Chicago and Boston. Established in 1994, we currently manage and operate entities holding approximately $5 billion in commercial real estate. We are a vertically integrated operator with in-house development capabilities and focus on the office, data center, life sciences/lab, in-fill logistics and specialized R&D asset classes. We are landlord to many large corporations (e.g. Apple, Amazon, Disney, Nvidia, Equinix, Southern Company, San Diego Gas & Electric, LG, Wells Fargo, Samsung, etc.).

Our 30+ year successful track record is built upon three distinct investment strategies: (i) targeted value add (buy, reposition/lease up and exit), (ii) core plus (properties leased long-term to high credit tenants characterized by a significant portion of the return derived from operating cash flow) and (iii) opportunistic, ground-up development projects that include entitling a site, design, building construction and stabilizing through lease up.

Properties are held in various partnership structures that include closed-end funds, an open-end perpetual vehicle, syndications, institutional separate accounts, and joint ventures.

Our Firm’s mission is to be a trusted partner to our investors, tenants, creditors, employees, and communities while delivering to our investors top tier, risk-adjusted returns relative to industry benchmarks. Culturally, we value intellectual curiosity, rigorous analysis, creative problem-solving, a collaborative spirit, a willingness to be accountable and to take initiative. We operate in an entrepreneurial environment and expect our team members to deal with uncertainty and complexity.

 

Position Overview: Menlo Equities, is seeking a talented Financial Analyst to join our growing team. This position will be based at the firm’s Austin office. The Analyst will be responsible for comprehensive financial analysis supporting acquisitions and asset management activities across the U.S., focusing on office, R&D, industrial, and life science asset classes.

·         Assist in analyzing investment opportunities, including reviewing market statistics and preparing/modifying Argus models to generate cash flows, which are then exported and manipulated within Excel templates.

·         Gather and coordinate due diligence materials for prospective investments, including reviewing leases, rent rolls, and third-party reports.

·         Participate in preparing investment summaries for potential acquisitions to be presented to the investment committee.

·         Support the management of existing assets by updating Argus cash flow projections, reviewing leases and rent rolls, analyzing financials, reviewing budgets, and updating annual business plans and valuations.

·         Bachelor’s degree in Finance, Economics, Accounting, or a related field from a top- tier university with a cumulative GPA of 3.3 or higher. Advanced degrees are not required.

·         0–2 years of experience in commercial real estate analysis.

·         Advanced proficiency in Excel and Argus modeling.

·         Strong drive to succeed and a commitment to high standards of excellence and integrity.

·         Exceptional attention to detail and the ability to meet tight deadlines with ease.

·         Passion for commercial real estate and a desire to grow within an exceptional team.

·         The role is based in Austin. Candidates should reside within a reasonable commuting distance of the office in Downtown Austin.

·         Menlo Equities promotes an in-office culture, with expectations of being present in the office four days a week (with an optional remote day on Fridays). The firm fosters a productive, team-oriented environment and provides various perks to support its employees.

·         Base salary of approximately $90,000-110,000, plus bonus, depending on experience.