Senior Analyst, Investment Management

Job Description

Currently, we are seeking a Senior Analyst, Investment Management to join the Investment Management team based in Irvine, CA.

The Senior Analyst, Investment Management will play a key role across the business, with a focus on supporting the Fund Manager with the strategic management of Goodman North America Partnership (the “Fund”), as well as assisting with the implementation of the Fund’s investment strategy.  They will need to work within the context of a global industrial REIT (“Goodman Group”), which requires working with local acquisitions, asset management, investor relations and investor accounting and reporting teams.

Roles and Responsibilities

Fund Management

• Assist the Fund Manager in implementing the Fund’s investment strategy having regard to market conditions, investor guidelines, and Fund performance
• Be responsible for the Fund operating model and ensure that acquisitions, disposals and Fund level inputs are accurately recorded
• Maintain rollup financial models for GNAP, ensuring the accuracy of all information, including historical and projected asset cash flows, investor contributions/distributions and fund level expenses
• Continually improve financial models as well as processes and procedures to increase efficiency and quality
• Communicate with numerous people across virtually all departments of the firm (Asset Management, Acquisitions, Capital Markets, Fund Accounting, Property Accounting, Investor Relations, Legal, Treasury, Design, etc.)
• Provide support to the Fund Manager and team, Asset Management, Development, Acquisitions and the CEO/CFO as necessary
• Actively contribute to the company’s highly collaborative and collegiate culture with effective communication with the wider team, including heads of sectors and asset managers

Investor Relations

• Update and complete quarterly investor reports for all fund investors, containing commentary, financial snapshots and returns projections (including profit and IRR). Reporting packages include overviews of fund and summary pages for individual investments.
• Create the presentations for the annual investor meeting, which include market outlooks, fund performance summaries and individual investment summaries
• Assist the Fund Manager with preparing investment proposals presentations for new investment opportunities (both for investment vehicles and asset transactions) including collating research inputs, distribution and management of key stakeholders
• Prepare key reporting deliverables to investors (real estate markets, asset management initiatives, acquisitions, real estate performance, investor presentations)

Acquisitions/Development

• Support the acquisitions process with acquisitions team including the co-management of the due diligence process and the structuring of new investments
• Co-author Investment Committee papers
• Contribute to transaction cash flows (eg setting key real estate leasing assumptions, estimated disposal proceeds, analyzing incremental impact on portfolio, identifying key performance objectives)

 Finance

• Provide support and assistance to the Fund Manager and the investor accounting and reporting team in identifying cash requirements, drawdowns and distributions to and from investors, as well as providing regular reviews of the Fund’s liquidity position
• Work within rigorous financial and risk management frameworks to ensure funds are managed correctly to meet investors requirements

Asset Management

• In conjunction with the asset management and investor accounting and reporting teams, assist processes for asset management, annual budgeting, performance management and client reporting
• Track and analyze asset and fund information utilizing the group’s proprietary databases, facilitating the production of all fund-related analyses and financial reporting
• Assist with ad hoc projects and analyses as needed

Education/Qualifications

• Bachelors Degree required, Advanced Degree a plus (MBA/MRED)
• Strong academic background, preferably in real estate, finance or accounting

Experience

• 4-6 years Real Estate investment experience gained within a well-established investment firm

Knowledge and Skills

• Experience of transacting or managing real estate assets in the key US real estate markets
• Good knowledge of typical lease terms, acquisitions contracts, partnership and joint venture agreements, and related property documents
• Ability to manage external legal, property, banking, corporate, and development professionals
• Able to demonstrate initiative and flexibility, whilst respecting the needs for the rigorous financial reporting procedures in place
• Experience with Industrial Asset Class a plus

Competencies

• Advanced knowledge and proficiency in Microsoft Excel, Word and PowerPoint
• Familiarity with financial modeling, including discounted cash flow analyses
• Understanding of Financial Statements
• Rigorous, self-motivated, team player
• Detail-oriented, reliable and trustworthy
• Organized and detailed oriented; ability to multi-task
• Strong interpersonal and presentation skills
• Collaborative team-based approach across a multi-cultural environment for effective coordination of resources
• Exceptional attention to detail
• Experience in managing, updating and analyzing large quantities of data
• Ability to manage and effectively present information
• Strong business writing and communication skills
• Highly organized