| Job Summary This position is focused exclusively on the sale of multifamily commercial real estate. Investment Advisory Analysts are involved in every stage of a transaction, including underwriting, market research, BOV and RFP prep, property tours, preparation of offering memorandums, marketing materials, negotiations, due diligence, closing, and client meetings / events. The candidate would be an integral member of a dynamic, high-energy, experienced team of brokers, analysts, and graphic designers. Main Responsibilities - Advanced financial modeling for real estate valuations using a proprietary excel model or RedIQ and additional analytic support for broker opinions of value.
- Prepare investment advisory marketing content—including research pieces, new business proposals, offering memorandums, and supplemental marketing pieces through collaboration with Producers, Analysts, and Graphic Designers.
- Collaborate with graphics support for the preparation of polished and effective marketing and new business materials (listed above).
- Thoroughly analyze client financials, rent rolls, and other real estate documents including appraisals, notes, leases, market surveys, etc.
- Manage the due diligence process for assigned transactions staying in constant communication with the producer, prospective investors, the buyer, and the client.
- Visit properties for data gathering and lead property marketing tours. Attend new business pitches.
- Participate in weekly and ad hoc meetings with producers to discuss deal flow, deal status, market conditions, and review new client leads.
- Build client network in and out of the office through meetings, industry events, and involvement in real estate professional organizations.
- Obtain real estate license.
Experience Required - 3+ years (excluding internships) of experience in a financial analysis role preferably in the commercial real estate industry. Ideally, candidate has worked in real estate acquisitions, dispositions, financing, development, and/or asset management. Additional experience with property management, architecture, accounting, marketing, and marketing analytics is a plus.
- Advanced excel skills including experience with financial databases, valuation models, and VBA. Experience with real estate valuation software including Argus or RedIQ is a plus.
- Ability to analyze quantitative information and present it graphically. Ideally, candidate has experience composing marketing materials and new business proposals for in-person sales pitches (power point or adobe).
- Excellent organizational, interpersonal, quantitative, writing, and communication skills; able to interface with top level executives.
- Candidate should be self-motivated, inquisitive, analytical, team-oriented, communicative, creative, solution-oriented, client-centric, and versatile.
- Desire to grow within a strong team atmosphere and develop peers while working towards singular goal
Education - Bachelor’s Degree in Real Estate, Finance, Accounting, or related discipline or an equivalent combination of education and experience. MBA or Master of Real Estate is a plus.
Competitive compensation commensurate with experience! |
