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Sylvan Road Capital, LLC

Investment Analyst

Salary
$125,000-$149,999
Employment
Full Time
Real Estate Field
  • Finance / Investment
Location
Atlanta
 GA
Postal Code
30305
Country
United States

This job is no longer active.

Description


PRIMARY PURPOSE/OBJECTIVE:

The Investment Analyst (IA) will be responsible for performing detailed analysis of existing investments and potential investment opportunities. For existing investments, the IA will develop, maintain and produce a suite of investment reports, including for portfolio management, asset management, financial reporting and periodical investor reporting. The IA will analyze the data in those reports to draw conclusions about investment performance and communicate those conclusions to the Portfolio Management and Asset Management teams. The IA will also be responsible for building investment projection models for various investment funds. For potential investment opportunities, the Analyst will perform various market analyses required for determining the viability of new investments and participate in the decision making process to determine which investments the firm will pursue. The IA will be familiar with all data systems and sources utilized for various analyses, as well as evaluate and source new data. This is a highly detail oriented and analytical position.


SPECIFIC RESPONSIBILITIES:

  • Design, build, maintain and produce portfolio management, asset management, and financial reports
  • Perform detailed review and analysis of reports to draw conclusions about investment performance at both the fund, market and asset level
  • Work closely with Portfolio Management and Asset Management teams to ensure all relevant information about the performance of portfolios and assets are being communicated in a timely manner
  • Perform macro, market, and sub-market analysis of US housing and residential mortgage markets to stay abreast of market, regulatory and other developments, and to evaluate potential new investment opportunities
  • Produce and update periodical investor reporting across multiple investment funds
  • This role will work very closely with Portfolio Management, Asset Management, Finance and the Investment Committee
    PREREQUISITES FOR SUCCESS:

  • Bachelor’s degree in Finance, Statistics, Engineering or related field with strong record of analytical ability and academic achievement; Master’s degree preferred
  • This role will require attention to detail and an understanding of residential real estate
  • Minimum of 3 years of investment research, data analysis and reporting experience
  • Advanced proficiency with MS Excel required.
  • Strong experience with financial modeling, including detailed property-level financial statement analysis, budgeting/forecasting and performance metrics.
  • Advanced knowledge of MS Windows, Excel and Word is required and must be comfortable learning new custom computer systems.
  • Ability to hold confidential all information that is proprietary to the management of Sylvan Road, subsidiaries, affiliates and investors.
  • Highly organized, extremely proactive and detail oriented individual with the ability to multitask and communicate effectively.
 
COMPENSATION & BENEFITS SUMMARY:

    • Status – Full-time Exempt
    • Salary – Commensurate with experience and education
    • Other Benefits – Comprehensive medical / dental / vision insurance; PTO; Paid holidays

ORGANIZATIONAL RELATIONSHIPS

  • Reports to: Chief Investment Officer
  • Works With: Portfolio Management, Asset Management, Finance and Accounting

Job Functions


  • Investment Management
  • Investor Relations
  • Portfolio Management
 

Job Sector


Not specified

 

Experience


N/A


This job is no longer active.

 
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