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Investment Analyst, Fund Underwriting

Salary
Competitive
Employment
Full Time
Work Place
Part Remote
Real Estate Field
Location
Cleveland
 OH
Postal Code
44113
Country
United States

This job is no longer active.

Description


The Townsend Group (Townsend) is a global real assets investment solutions firm operating on behalf of sophisticated institutional investors. Townsend was founded in 1983 by Terry Ahern and Kevin Lynch on the premise of providing uncompromised and specialized advice. Operating across four offices in the US, London and Hong Kong, the team has grown to over 100 people globally.

Townsend's Fund Review Group is responsible primarily for reviewing the hundreds of commingled fund investment opportunities from sponsoring managers providing data and proposals to Townsend each year, and fully evaluating funds most appropriate for Townsend s 90+ clients. Last year, Townsend s clients collectively committed approximately $14 billion to private equity real estate funds and other similar vehicles throughout the globe. The Group is currently seeking an Analyst to be located in its Cleveland headquarters, focusing on US non-core real estate funds.

Specific responsibilities are integral to the Group and the firm s overall investment process, and include the following:

  • Conduct investment performance measurements and comparisons using historical fund-level and property-level performance data; Maintain and update various internal databases with performance data and other fund and manager data.
  • Provide a range of analytical support to senior team members using proprietary/customized excel-based models; provide research, fact finding, and data collection to support the Group s due diligence process.
  • Meet and interact with investment managers in the due diligence process and evaluation of funds, manager platforms, and strategies.
  • Contribute to the formal investment recommendation reports prepared for clients.
  • Contribute to ad-hoc research requests serving the broader firm s macro views and client-specific project requests.

Qualifications:

  • Bachelor s degree, majoring in Finance, Accounting, Economics, or related field required; Minor or additional coursework in Business Statistics a plus. MBA and/or CFA designation is preferred. GPA of 3.5+ preferred.
  • ~1-3 years of relevant experience, preferably working in real estate investment consulting, investment banking and/or private fund management.
  • Working knowledge of excel-based modeling, investment statistics, financial statements and other accounting-based reports.
  • Strong written/oral communication skills; ability to interact effectively with fund managers, internal client teams, internal Investment Committee, and directly with clients.
  • Intellectual curiosity; interest in fact finding and data collection.
  • Highly analytical with attention to detail.
  • Self-starter capable of working autonomously in a lean group.
 
 

Experience


1+ to 2 years


This job is no longer active.

Finance / Investment Retail Cleveland Full Time OH Finance, Underwriting, Due Diligence Investment Analyst, Fund Underwriting other