| Our Client is seeking an Investment Senior Analyst to support the firm’s Asset Management, Acquisition, and Development departments. The role includes providing oversight of a diverse portfolio of retail, office, multifamily, and self-storage commercial properties in various stages of stabilization, repositioning, ground-up development, and redevelopment. The Analyst will monitor asset performance, conduct financial analysis, run market research, and assist in strategic decision-making to maximize property value and cash flow. A strong background in real estate finance, data analysis, and financial modeling will be required. This position will be based in the firm's Boca Raton, Florida office. RESPONSIBILITIES: - Responsible for monitoring asset level performance, preparing financial reports, and support budgeting and forecasting activities.
- Create and maintain historical and forward projected cash flows, utilizing Argus and Excel.
- Evaluate rent rolls, operating statements, and market trends to assess asset performance.
- Track key performance metrics and returns.
- Assist in forecasting, budgeting, and variance analysis to identify operational inefficiencies.
- Prepare quarterly updates on the financial and operational performance of the properties, highlighting any outliers or notable variances, with explanations of variances.
- Assist in preparing and presenting annual business plans.
- Participate in annual operating and capital expenditure budgeting process.
- Collaborate with property managers and operators to enhance asset performance.
- Identify opportunities for revenue growth, cost savings, and operational improvements.
- Assist in leasing strategies, tenant negotiations, and market research.
- Prepare financial reports for senior management, lenders, and investors.
- Ensure loan covenant compliance and assist in refinancing or debt restructuring.
- Maintain relationships with lenders, partners, and stakeholders to execute asset strategies.
- Conduct comprehensive research supporting various development functions, such as acquisitions, due diligence, impact fees, utility costs, market analysis, construction expenses, entitlements, and more.
- Review, evaluate and support proposed leasing strategies by assessing market trends, and thoroughly reviewing comparable properties and rental rates.
- Monitor macroeconomic trends, property values, and rental rates in target markets.
- Provide underwriting assistance to acquisition, development, and asset management teams.
- Communicate analyses to key stakeholders so that informed key strategic decisions may be made.
- Review and evaluate capital expenditure requests with consideration for enhancements to property value and/or return on cost.
- Assist in the transition of properties from Acquisitions to Asset Management.
- Contribute to financial closings alongside lenders, legal advisors, and other project collaborators.
- Undertake special projects and analysis for executives, delivering succinct and insightful findings and recommendations to internal and external stakeholders.
- Prepare investment tracker on a bi-weekly basis related to acquisition opportunities.
- Prepare investment committee memoranda including qualitative and quantitative analysis on transactions.
- Collaborate with Accounting and Construction Management personnel on monthly development budget updates.
- Produce cash projections and go-forward underwriting for development properties.
- Conduct financial feasibility analyses, including pro forma modeling, IRR, NPV, and sensitivity analyses for development projects.
- Assist in site acquisition due diligence including zoning, title, environmental, and market evaluations.
- Support in preparing internal investment memos and presentations for stakeholders and investors.
- Research and analyze real estate markets, including comparable developments, rent comps, sales comps, and demographic trends.
- Track project budgets and timelines, supporting project managers in ensuring on-time and on-budget delivery.
- Monitor real estate development trends, regulations, and best practices.
- Assist in assembling financing packages including debt, equity, and public/private funding sources.
REQUIREMENTS & QUALIFICATIONS: - Bachelor's degree in finance, Real Estate, Economics, Accounting, or a related field.
- Experience: 1-3 years in commercial real estate asset underwriting, finance, or investment analysis.
- Strong financial modeling and data analysis capabilities.
- Proficiency in Argus, Excel, Yardi, and other real estate software.
- Knowledge of real estate financial metrics
- Must possess excellent communication, organizational, financial and time management skills.
- Self-starter with the ability to handle multiple tasks, manage time effectively, prioritize projects and tasks, and work independently with high attention to detail.
- Sound judgment with the ability to identify the relevant questions and important issues when evaluating a situation.
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