Senior Analyst/Associate

Job Description

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.