Investment Analyst
About the role
Apply
Job Type
Full-time
Description Pay Range: $55,000 - $65,000 per year based on experience.
FLSA: Exempt
Reports To: VP - Acquisitions
The following statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
Summary The Investment Analyst’s primary responsibility is to support all new Multifamily acquisition initiatives. Works most closely with VP-Acquisitions but also Development, Construction and Management teams to generate project level financial pro-formas.
Primary Duties And Responsibilities
- Financial model development.
- Perform complicated financial modeling and spreadsheet analysis (in Excel).
- Maintain transaction pipeline, staying abreast of on-market and off-market acquisition opportunities and comparable sales information.
- Evaluate and model debt alternatives, as well as joint venture equity waterfalls.
- Research, monitor and analyze market, asset class trends and general economic conditions, industry specific trends.
- Recommend appropriate strategies across a wide range of asset classes regarding new & existing investments.
- Help to review and analyze legal documents and third-party reports as part of the due diligence process.
- Coordinate and compile information regarding market data, occupancy data, expense analysis, aerials, maps, and rent comparables.
- Provide detailed Industry research to support investments
- Creating portfolio performance reports.
- Acting as key member of deal teams, supporting due diligence, and drafting investment memos.
- Organize and present data analysis, draw objective conclusions and make recommendations.
- Help create bank packages to solicit (debt) term sheets.
Requirements Minimum Qualifications
- BA/BS or Degree in Real Estate Finance, Economics, Mathematics, or related field; MBA preferred.
- Experience with Multifamily – ideally Student Housing - Real Estate Finance and Underwriting strongly preferred.
- Demonstrated thoughtful and disciplined approach to real estate investment.
- Proven experience in financial modeling/analysis of equity and fixed income markets
Knowledge, Skills, Abilities
- Excellent communication skills, both verbal and written through one on one interactions as well as in small and large group settings with the ability to develop and deliver clear, concise, convincing and well-organized presentations.
- Strong analytical skills and knowledge of accounting, budgeting, and valuation techniques for real estate
- Proficient in Microsoft Office Suite with Expert Excel skills and abilities
- Strong Organizational Skills.
- Ability to multi-task.
Working Conditions Typically in a sedentary office setting or outdoor environment. Possible to work long hours and odd schedules (weekends) in order to fulfill job duties.
Employee Acknowledgement This job description is intended to describe the general nature and work responsibilities of the position. This job description and the duties of this position are subject to change, modification and addition as deemed necessary by the company. Employees are required to comply with supervisory instructions and perform other job duties, responsibilities and assignments required by company officials. This job description does not constitute an employment contract between the company and any employee. The job responsibilities of this position may include cross-training in other functions to ensure satisfactory operation. This position is also responsible for complying with all state, federal and/or local laws relating to Fair Housing. Salary Description
$55,000 - $65,000 annually
About Capstone Real Estate Investments, LLC
Capstone Real Estate Investments, LLC creates value by strategically acquiring, efficiently renovating, creatively repositioning, and aggressively managing properties that are in close proximity to major universities and that present opportunities for operational, physical and/or functional improvement. These means of value creation must enhance our residents' living experience as well as increase the physical and operational sustainability of each property in order to create a long term competitive advantage within each market. This mission is accomplished with the highest level of integrity by intelligent, hard-working, and creative employees who accept nothing less than excellence.
Investment Analyst
About the role
Apply
Job Type
Full-time
Description Pay Range: $55,000 - $65,000 per year based on experience.
FLSA: Exempt
Reports To: VP - Acquisitions
The following statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
Summary The Investment Analyst’s primary responsibility is to support all new Multifamily acquisition initiatives. Works most closely with VP-Acquisitions but also Development, Construction and Management teams to generate project level financial pro-formas.
Primary Duties And Responsibilities
- Financial model development.
- Perform complicated financial modeling and spreadsheet analysis (in Excel).
- Maintain transaction pipeline, staying abreast of on-market and off-market acquisition opportunities and comparable sales information.
- Evaluate and model debt alternatives, as well as joint venture equity waterfalls.
- Research, monitor and analyze market, asset class trends and general economic conditions, industry specific trends.
- Recommend appropriate strategies across a wide range of asset classes regarding new & existing investments.
- Help to review and analyze legal documents and third-party reports as part of the due diligence process.
- Coordinate and compile information regarding market data, occupancy data, expense analysis, aerials, maps, and rent comparables.
- Provide detailed Industry research to support investments
- Creating portfolio performance reports.
- Acting as key member of deal teams, supporting due diligence, and drafting investment memos.
- Organize and present data analysis, draw objective conclusions and make recommendations.
- Help create bank packages to solicit (debt) term sheets.
Requirements Minimum Qualifications
- BA/BS or Degree in Real Estate Finance, Economics, Mathematics, or related field; MBA preferred.
- Experience with Multifamily – ideally Student Housing - Real Estate Finance and Underwriting strongly preferred.
- Demonstrated thoughtful and disciplined approach to real estate investment.
- Proven experience in financial modeling/analysis of equity and fixed income markets
Knowledge, Skills, Abilities
- Excellent communication skills, both verbal and written through one on one interactions as well as in small and large group settings with the ability to develop and deliver clear, concise, convincing and well-organized presentations.
- Strong analytical skills and knowledge of accounting, budgeting, and valuation techniques for real estate
- Proficient in Microsoft Office Suite with Expert Excel skills and abilities
- Strong Organizational Skills.
- Ability to multi-task.
Working Conditions Typically in a sedentary office setting or outdoor environment. Possible to work long hours and odd schedules (weekends) in order to fulfill job duties.
Employee Acknowledgement This job description is intended to describe the general nature and work responsibilities of the position. This job description and the duties of this position are subject to change, modification and addition as deemed necessary by the company. Employees are required to comply with supervisory instructions and perform other job duties, responsibilities and assignments required by company officials. This job description does not constitute an employment contract between the company and any employee. The job responsibilities of this position may include cross-training in other functions to ensure satisfactory operation. This position is also responsible for complying with all state, federal and/or local laws relating to Fair Housing. Salary Description
$55,000 - $65,000 annually
About Capstone Real Estate Investments, LLC
Capstone Real Estate Investments, LLC creates value by strategically acquiring, efficiently renovating, creatively repositioning, and aggressively managing properties that are in close proximity to major universities and that present opportunities for operational, physical and/or functional improvement. These means of value creation must enhance our residents' living experience as well as increase the physical and operational sustainability of each property in order to create a long term competitive advantage within each market. This mission is accomplished with the highest level of integrity by intelligent, hard-working, and creative employees who accept nothing less than excellence.