Investment Associate

Investments Associate

The Investments Associate position will be an integral member of the Investment Services Group, supporting the regional transactions team in all aspects of activities as described below.  This position may be based in either Dallas, Texas or Washington DC.

Essential Functions and Responsibilities:

• Work closely with the Investments SVP and VP on all aspects of the acquisition process, including underwriting and related analysis (assessment of rent roll, historical financial statements, insurance, tax, and capital expenses), due diligence, financing, legal documentation, and closing
• Create detailed pro forma financial models to analyze potential acquisition opportunities and write thorough investment committee memorandums to clearly communicate the investment strategy
• Facilitate and coordinate transactional, property-level information flow between internal and external constituencies, including Operations, Accounting, Construction, Marketing, Portfolio Management, investment sales brokers, and lenders
• Prepare hold/sell analysis, including discounted cash flows and IRR calculations for Bell owned assets
• Prepare analyses and consolidate information for investment and portfolio management presentations
• Evaluate local markets using market research data to identify changes and trends, and the related impact on real estate values and investment strategies
• Participate in the disposition process and assist with sell-side due diligence coordination, information tracking, and closing
• Help prepare marketing materials and create presentations for internal Bell Partners meetings, as well as industry events
• Assist with special projects and ad-hoc information requests

Additional Functions and Responsibilities:

Assists with other tasks and projects as requested

Knowledge, Skills and Abilities:

• Must have strong financial modeling skills including understanding of structuring cash flow models, IRR analysis, discounted cash flows, valuations, and property level cash analysis
• Must have knowledge of real estate accounting and financial statement analysis
• Demonstrate base understanding of the real estate industry with a demonstrated interest in a career in real estate investment and/or asset management
• Must have exceptional analytical, writing, and research skills, and a high level of attention to detail and accuracy
• Must be highly organized, able to prioritize multiple concurrent projects, and be able to independently identify and solve key business problems
• Must be self-motivated, resourceful, and proactive, both with respect to managing workload and professional development
• Must demonstrate Bell Core Values and work and fit well within the company culture
• Demonstrate proactive interpersonal skills (motivates team members or buyers/sellers in a positive manner).
• Must have strong proficiency in Excel, Word and PowerPoint

Education and Background:

• BA or BS required, preferably in finance, real estate or related field
• One to two years of commercial real estate or financial analysis experience

Bell Partners, Inc. (“BPI” or the “Company”) is an equal employment opportunity employer. BPI’s policy is not to discriminate against any applicant or employee based on race, color, sex, religion, national origin, age, disability, pregnancy, military/veteran status, marital status, genetic information, gender identity, sexual orientation or any other basis protected by applicable federal, state, or local laws. BPI also prohibits harassment of applicants or employees based on any of these protected categories. It is BPI’s policy to comply with all applicable state and federal laws respecting consideration of unemployment status in making hiring decisions.

Note to Applicants: Smoking is prohibited in all indoor areas of Bell Partners Inc. unless designated smoking areas have been established by a particular location in accordance with applicable state and local law.