Investment Analyst

Job Purpose:

The Investment Analyst will work closely with other investment team members to perform financial analysis and transaction support for real estate investment acquisitions and asset management as well as underwriting and review of operating partner platforms.  This position will also assist senior staff with administrative responsibilities, due diligence process management, market research and transaction closing tasks.

Candidates should have:

• Ability to define problems, to collect data, to establish facts, and draw valid conclusions.  Demonstrated ability to interpret a variety of information including information in technical and/or mathematical form, and deal with multiple abstract and concrete variables.
• Ability to interface with real estate professionals, such as brokers, lenders, leasing, property management and other service providers.
• Outstanding written and verbal communication skills.
• Capable of financial modeling.
• Ability to read, analyze, and interpret complex quantitative and qualitative information.
• General understanding of real estate fundamentals and return drivers.
• Flexible and adept nature to respond to changing and sometimes ambiguous situations.
• High level organizational skills capable of managing multiple projects from multiple parties simultaneously and appropriately prioritize to conclusion within agreed upon deadlines.
• Ability to complete tasks with minimal oversight.
• Ability to consistently produce high quality work under tight time frames.
• A mindset to view every action and decision in terms of client impact and to understand and anticipate client needs.
• Phenomenal work ethic, solid time-management skills, detail-oriented and a resourceful self-starter who can work independently or in a team environment and take initiative and accountability for work product.
• High level of integrity and ethical standards.
• Ability to work well with all levels of internal management and staff.
• Proficiency at Microsoft Excel, PowerPoint and Word, and experience with Argus and Costar. 

Key Responsibilities:

• Collaborate with Investment Team members to evaluate and analyze existing and potential investments or owned properties including market analysis, economic and demographic trends, absorption rates, and market competition using financial modeling software (Argus and Excel).
  • Enter raw data into Excel spreadsheets for analysis
  • Review market reports and populate tables
  • Complete sensitivity analysis on potential real estate investments
• Assist in completing due diligence and underwriting of potential joint venture partners both qualitatively (management team, strategy viability, execution capabilities, etc.) and quantitatively (track record analysis, projected returns breakdown, sensitivity scenarios, etc.).
  • Review, outline and extract key information from real estate operator pitch books and PPMs, property asset management reports, project budgets, quarterly and annual financial reports, and cash flow templates.
  • Work with the Investment Team to write in-depth investment memorandums detailing potential joint venture and real estate transactions.
• Participate in and take detailed notes on internal Investment Committee meetings.
• Prepare, create, track and file documents for Investment Committee meetings.
• Coordinate and track due diligence efforts and manage due diligence files for specific transactions.
• Work with operating partners and Investment Team members to execute and track asset management responsibilities.
• Memorialize interactions with potential operators in Sales Force (“Operator Pipeline”)
• Work closely with Investment Team members and Managing Principals on multiple tasks simultaneously.

BENEFITS:

Belay Investment Group offers a competitive benefits package including medical, dental, 401k, paid holidays, vacation and sick time off.

ABOUT BELAY INVESTMENT GROUP:

Belay Investment Group, LLC (Belay), is a real estate investment management firm that pursues value-added real estate strategies designed to maximize risk-adjusted returns to institutional investors. Belay utilizes the investment platform established by its affiliate, AVP Advisors, LLC (AVP) that has evolved over the past 10+ years while navigating investment activities through the Global Financial Crisis (“GFC”) to protect investor capital.