Senior Investment Analyst / Associate

Opportunity:

Vertical Ventures is seeking a Senior Investment Analyst or Associate, depending on experience level, that will support the firm’s acquisition, portfolio management and asset/project management activities. The analyst will work closely with the executive team to manage and grow our platform. This role will provide an excellent opportunity for a professional looking to be involved in all facets of the real estate industry.

Summary of Duties:

Prepare analytical and marketing material (such as Executive Summaries, PPMs, etc.) necessary to consider investment opportunities and perform due diligence tasks as required to consummate targeted transactions. Prepare post-closing financial and other property analysis in support of portfolio management activities and assist in asset level business plan implementation.

Primary Duties and Responsibilities:

Acquisitions

• Underwrite potential investment opportunities
• Perform due diligence tasks in connection with potential investment opportunities
• Collaborate in the preparation and presentation of investment recommendations
• Prepare executive summaries and PPMs for investors
• Prepare metro-area market analyses
• Develop strong knowledge of the San Francisco Bay Area and other real estate markets

Dispositions

• Perform and update investment return analyses as necessary to evaluate exit scenarios
• Prepare and maintain the disposition model through final distribution and wind-down of the investment

Portfolio Management

• Prepare quarterly and annual investment strategy updates
• Prepare quarterly and annual valuation and return analyses
• Interact with external audit teams to explain and support assumptions utilized in year-end valuations
• Manage portfolio wide tenant analytics data base

Asset Management/Project Management

• Participate in annual business plan creation and implementation
• Assist with the project management of large-scale capital projects and tenant improvement projects
• Lease analysis
• Tenant financial analysis
• Interface with third party contractors including architects, general contractors, and city officials

Finance

• Assist senior management with financing and refinancing of assets

Work Arrangement:

Four (4) days per week (Monday - Thursday) in the Walnut Creek office and one (1) day per week (Friday) remote.