Description
Firm Profile
The company is a mid-market real estate private equity firm with offices in Chicago, IL and Charlotte, NC. The company manages a series of fully discretionary investment funds whose investors include university endowments, foundations, health care systems, pension plans and family offices, among others.
Responsibilities
This is an opportunity to join a growing, dynamic real estate private equity firm in the Charlotte office. The Analyst will gain hands-on experience across a broad set of transactions and property types with an initial focus on acquiring, developing and asset managing multifamily and industrial properties. As an integral member of the Investments team, the Analyst will assist with acquisition underwriting, modeling, due diligence, financing, asset management, and dispositions. The goal is to provide the Investments team with a trusted, dependable team member who can contribute immediately. The role will largely include the following:
Financial Modeling and Analysis:
• Build and adapt financial models to analyze investment opportunities using Excel and Argus.
• Facilitate market, asset and joint venture due diligence processes including site visits, review of third-party reports, leases and historical financial statements.
• Conduct market research and prepare Investment Committee presentations.
• Seek out and analyze new market trends and make well-informed recommendations to guide investment strategies.
Asset Management:
• Continuously monitor and analyze relevant market conditions.
• Work closely with asset managers in day-to-day responsibilities with joint venture partners.
• Assist in quarterly mark-to-market valuation process and investor reporting.
• Assist in evaluating alternative business plans for existing and future investments including hold-sell analyses, financing sensitivities, discounted cash flows and other ad hoc analyses to guide investment and fund level decisions.
• Support senior team in financings, bolt-on acquisitions, and dispositions.
Qualifications
• Bachelor’s degree required with 1-2 years of related work experience in real estate, finance, investment banking, or accounting.
• Advanced proficiency in Microsoft Excel and in financial modeling – Ability to navigate the financial aspects of a potential investment and translate it to key stakeholders in a timely and effective manner.
• Strong communication skills – Highly adept at building relationships and keeping all key stakeholders informed throughout the process.
• Entrepreneurial, flexible and strong work ethic – Ability to thrive in a fast-paced environment that requires adaptability as the situation warrants. Strong project management skills, juggling big and small tasks alike are required.
The company is a mid-market real estate private equity firm with offices in Chicago, IL and Charlotte, NC. The company manages a series of fully discretionary investment funds whose investors include university endowments, foundations, health care systems, pension plans and family offices, among others.
Responsibilities
This is an opportunity to join a growing, dynamic real estate private equity firm in the Charlotte office. The Analyst will gain hands-on experience across a broad set of transactions and property types with an initial focus on acquiring, developing and asset managing multifamily and industrial properties. As an integral member of the Investments team, the Analyst will assist with acquisition underwriting, modeling, due diligence, financing, asset management, and dispositions. The goal is to provide the Investments team with a trusted, dependable team member who can contribute immediately. The role will largely include the following:
Financial Modeling and Analysis:
• Build and adapt financial models to analyze investment opportunities using Excel and Argus.
• Facilitate market, asset and joint venture due diligence processes including site visits, review of third-party reports, leases and historical financial statements.
• Conduct market research and prepare Investment Committee presentations.
• Seek out and analyze new market trends and make well-informed recommendations to guide investment strategies.
Asset Management:
• Continuously monitor and analyze relevant market conditions.
• Work closely with asset managers in day-to-day responsibilities with joint venture partners.
• Assist in quarterly mark-to-market valuation process and investor reporting.
• Assist in evaluating alternative business plans for existing and future investments including hold-sell analyses, financing sensitivities, discounted cash flows and other ad hoc analyses to guide investment and fund level decisions.
• Support senior team in financings, bolt-on acquisitions, and dispositions.
Qualifications
• Bachelor’s degree required with 1-2 years of related work experience in real estate, finance, investment banking, or accounting.
• Advanced proficiency in Microsoft Excel and in financial modeling – Ability to navigate the financial aspects of a potential investment and translate it to key stakeholders in a timely and effective manner.
• Strong communication skills – Highly adept at building relationships and keeping all key stakeholders informed throughout the process.
• Entrepreneurial, flexible and strong work ethic – Ability to thrive in a fast-paced environment that requires adaptability as the situation warrants. Strong project management skills, juggling big and small tasks alike are required.
This job is no longer active.