Financial Analyst

Job Description

POSITION TITLE:                Financial Analyst

JOB STATUS:                      Full-time/Exempt

COMPENSATION:             Competitive

SUMMARY OF DUTIES                                                                                                                                                                  

POSITION DUTIES & RESPONSIBILITIES:

The financial analyst role will work primarily in an acquisitions role, while providing support to the asset management teams as required.

Acquisitions:

• Underwrite property acquisitions and prepare investment memos for approval by the Investment Committee.
• Conduct market analysis for acquisitions, utilizing proprietary tools to assess property risk. 
• Assist in property due diligence, including ordering/reviewing third party consultant reports and ALTA surveys, preparing lease abstracts, assisting in title review and summarizing findings in the investment memo.
• Interface with lender to provide information/documentation as necessary.
• Provide company and investment information to (potential) investors upon request.

Asset Management:

• Provide analytical support on existing property portfolio, including conducting hold-sell-finance-refinance analysis, evaluating major tenant leasing transactions, preparing written memos summarizing the analysis as needed.
• Work with Finance Department in long term forecasting and financial modeling on existing property portfolio, utilizing Microsoft Excel and ARGUS. 
• Assist in preparing monthly, quarterly and annual investment reports, valuations and projections.
• Prepare other ad hoc analyses and tasks as requested.

QUALIFICATIONS REQUIRED                                                                                                                                      

• Bachelor’s Degree in Real Estate and/or Finance from a four-year college/university
• 0-2 years of professional experience, with a passion for real estate
• Financial modeling knowledge required, with familiarity with IRR and NPV calculations
• Must be proficient in Microsoft Office Applications (Excel, Word and PowerPoint)
• Experience with Argus Enterprise (preferred but not necessary)
• Proactive, strong self-motivation and work ethic
• Good organizational skills, must be able to handle multiple projects and have ease in changing priorities
• Ability to work in a deadline-driven and entrepreneurial environment
• Committed to delivering the highest quality work product; strong attention to detail and accuracy
• High integrity, with the ability to keep information strictly confidential