Senior Investment Analyst

Willow Bridge Property Company

Dallas, TX

Salary Estimate: Confidential

Employment Type: Full Time

Work Place: Office

Experience Required: 2+ to 5 years

Education Required: 4 Year College

Job Description

ROLE SUMMARY:
Under general supervision, the Investment Analyst provides expertise through conducting complex analyses of data and developing related reports and recommendations to support Investments in all its initiatives.
 
JOB ACCOUNTABILITIES:
  • Support all aspects of financing activities, including capital evaluation and analysis, financial modeling, transaction execution and management, asset and loan management, derivatives, compliance, and reporting
  • Assists in underwriting real estate investment opportunities for both asset and corporate level transactions 
  • Participates in the execution of real estate and real estate-related acquisitions and dispositions, including due diligence processes
  • Assists in the development and management of financial models for investments, joint ventures, scenario analysis and financing
  • Assists in Fund management, asset management and reporting
  • Participates in the research, analysis and execution of strategic initiatives

SCOPE OF RESPONSIBILITY:
  • Consolidates input to decisions regarding financial transactions
  • Coordinates and executes complex analytical projects
  • Establishes working relationships with internal groups as necessary
  • Develops contacts and working level relationships with external counterparts and consultants

EDUCATION AND EXPERIENCE REQUIREMENTS:                 
  • Undergraduate degree in a related discipline with top academic credentials
  • CPA, CFA, MBA an asset, but not required 
  • 2-3 years of experience in real estate, private equity or investment banking firm in an investment, valuation and/or asset management capacity
  • Proficient in Microsoft Excel (financial modeling) and Microsoft PowerPoint

CORE COMPETENCIES AND SKILLS:
  • Solid grounding in financial concepts, corporate finance and valuation
  • Strong written and verbal communication skills
  • Self-motivated individual with a strong work ethic and a high level of attention to detail
  • Ability to work well under pressure with multiple or competing deadlines
  • Ability to work independently and as a member of a team
  • Ability to develop working relationships with both internal and external clients
  • Basic project management skills

WORKING CONDITIONS:
  • Typical office environment
  • Some travel may be required

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