Associate, Investments Group

Summary:

Perform financial analysis and transaction support for Capital Transactions and Asset Management. Assist senior staff with market coverage and/or provide coverage for a new or small market or submarket. Perform analysis with an emphasis on Argus models and property valuations for assigned properties within the portfolio. May perform transaction closing responsibilities. 

Essential Duties & Responsibilities include the following.  Other duties may be assigned.

• Effectively complete acquisition, disposition and financing process-related tasks within established timeframes.
• Coordinate with Asset Management and other business groups at appropriate stages of a transaction to ensure timely and accurate transition and closure, and compliance with applicable laws, regulations, policies and procedures, e.g. loan compliance issues, leasing parameters, and reserve requirements.
• Evaluate and analyze existing and potential investments or owned properties including market analysis, economic and demographic trends, absorption rates, and market competition using financial modeling software (Argus and Excel).
• Perform due diligence including lease review and tenant mix, suitability and cost of construction, rental rates and expenses, and financial conditions of tenants.
• Incorporate sustainability factors, including building ratings such as ENERGY STAR/LEED and base-building efficiency investments, into acquisition due diligence, assessment, and preparation of the asset strategy.
• Prepare market overview to assist in covering target markets – includes updating information on competitive comps and investment brokers.  
• Actively participate in training and orientation of new employees, including but not limited to, providing technical direction.  
• Provide excellent customer service to both external and internal customers.

Essential Skills & Qualifications:

• Demonstrated ability to define problems, to collect data, to establish facts, and draw valid conclusions. Demonstrated ability to interpret a variety of information including information in technical and/ or mathematical form, and deal with multiple abstract and concrete variables.
• Demonstrated ability to effectively resolve problems that balance multiple needs and interests.
• Demonstrated ability to perform more complex quantitative and qualitative analysis of deals or assets using financial modeling techniques as evidenced by 2-3 years’ experience in a related function.
• Demonstrated ability to read, to analyze, and interpret complex documents.
• Advanced proficiency in Microsoft Excel and complex financial modeling software programs. Extensive ARGUS experience required.

Education/Experience:

• Bachelor’s degree (B.A. or B.S.) in Business, Finance or related field from a four-year college or university. Master’s in Business Administration (M.B.A.) a plus.
• Minimum 3 years’ experience for Associate level in investment real estate, preferably with experience in secured and unsecured real estate finance or related work experience in investment business.

As a condition of employment, you must be fully vaccinated against COVID-19 and submit proof of vaccination to HR.  Reasonable accommodations will be considered.