Senior Analyst/Associate

The position will assist portfolio managers and investment associates with portfolio management duties, transactions (acquisitions, dispositions, and financing), and conducting proprietary portfolio research.

Position is best suited for a college graduate with 2-5 years of relevant experience.

Job Responsibilities:

• Provide analytical support for acquisitions activities, including financial underwriting and return projections (utilizing Excel and/or Argus based cash flow modeling); 
• Assist with closing deals, including due diligence, reviewing transaction documents, preparing Investment Committee packages, and coordinating with various internal and external parties;
• Provide analytical support on existing investments, including reviewing valuation models and appraisals, conducting hold-sell-finance-refinance analysis, and evaluating leasing strategies
• Assist with preparing capital market research, proprietary portfolio research on investment strategies; compile, analyze, interpret, and present research
• Maintain performance database and track portfolio performance against benchmarks
• Review, manage, and create investment and portfolio level financial and operational reports
• Review budgets and provide guidance on asset management plans
• Assist with preparing portfolio review presentations for clients
• Assist with new business development efforts
• Coordinate with other departments and external third-party service providers as needed
• Communicate with clients and joint venture partners
• Prepare Excel based cash flow models, including joint venture waterfalls

 

Necessary Competencies/Attributes

• Self-starter with can-do attitude
• Ability to work independently and within a team
• Detail oriented with strong analytical and organizational skills and the ability to multitask
• Deadline driven, ability to work under pressure and manage multiple projects at once

 

Minimum Requirements:

• Bachelor’s Degree in Finance, Accounting, Real Estate, Economics or related field; Master’s degree a plus
• Experience within real estate investment management, private equity, investment banking, asset management, mortgage banking, structured finance, or valuation and transaction advisory
• Excellent verbal and written communication skills 
• Proficiency with Microsoft Office products - Outlook, Word, Excel, Publisher & PowerPoint
• Strong Excel financial modeling skills a must; Argus software proficiency preferred
• CFA or CPA Certification or commitment to obtain one preferred
• Appraisal coursework or strong Accounting background
• Some travel required

L&B Realty Advisors offers an excellent benefits package including vacation and sick pay, tuition reimbursement, PPO medical/dental/vision plan, matching 401(k) plan, above average holidays, health club membership, and business casual work environment. L&B Realty Advisors is an Equal Opportunity Employer.