Analyst - Investments Group

Summary

Job Description

Perform financial analysis and transaction support for Investments Group functions. Assist senior staff with market and asset coverage for assigned markets including underwriting, market research and due diligence for new office and multifamily opportunities in addition to budget review, development of asset strategies, production of periodic valuations, and disposition coordination and analysis for existing investments.

Essential Duties & Responsibilities

Acquisitions

• Create and update Argus and Excel financial models for potential investment opportunities and provide associated analytical work.
• Assist in supporting market analysis including reviewing economic and demographic trends, absorption rates, competitive supply, and comparable sale transactions.
• Perform acquisition due diligence including the review of tenant leases, tenant financial conditions, historical property operating results, financial assumptions and other information provided by the sales broker or current owner.
  
  

Existing Investments

• Perform analysis to support decisions during the asset’s holding period, including analyzing lease transactions, refinancing, and capital projects within established timeframes.
• Maintain Argus models for existing investments and thoroughly review assigned sections of monthly asset reports and annual operating budgets to ensure assumptions and forecast are consistent with the investment strategy within established timeframes, ensuring timely deliverables for property distributions and contributions.
• Accurately update property valuations and investment strategies, and produce required reporting to lenders, partners, and Shorenstein senior management.
  
  

Dispositions

• Assist in disposition tasks including performing analysis related to disposition timing and value, coordinating due diligence materials, answering underwriting questions and creating schedules for legal and financial processes.
  
  

Essential Skills & Qualifications

• Bachelor’s degree (B.A. or B.S.) from a four-year college or university.
• 2 to 5 years of experience in real estate valuation or related field.
• 3-5 years at the Associate or Senior Analyst level
• 2 years at the Analyst level
• General knowledge of commercial or multifamily real estate valuation as evidenced by a minimum of 2-5 years of experience in a related function.
• Advanced proficiency in Microsoft Excel and/or Argus Enterprise financial modeling software program.
• Experience performing quantitative and qualitative analysis of assets using financial modeling techniques.
  

Salary Range

• Analyst - $95,000 - $120,000
• Senior Analyst - $120,000 - $140,000
• Associate - $140,000 - $160,000
• Salary ranges are consistent with what the business reasonably expects to pay a new hire. Actual pay is subject to a number of factors, including geography, experience, education, etc., and is subject to change.
• In addition to base compensation, this position is eligible to participate in our discretionary bonus program.
  
  

Acquisitions

Financial Analysis