Analyst - Investments Group

Job Description

• Create and update Argus and Excel financial models for potential investment opportunities and provide associated analytical work. 
• Assist in supporting market analysis including reviewing economic and demographic trends, absorption rates, competitive supply, and comparable sale transactions.
• Perform acquisition due diligence including the review of tenant leases, tenant financial conditions, historical property operating results, financial assumptions and other information provided by the sales broker or current owner.

• Maintain Argus models for existing investments and thoroughly review assigned sections of monthly asset reports and annual operating budgets to ensure assumptions and forecast are consistent with the investment strategy. 
• Perform analysis to support decisions during the asset’s holding period, including analyzing lease transactions, refinancing, and capital projects within established timeframes.
• Accurately and thoroughly review assigned sections of monthly asset reports and annual operating budgets to ensure assumptions and forecast are consistent with the investment strategy within established timeframes, ensuring timely deliverables for property distributions and contributions. 
• Accurately and completely update property valuations and investment strategies as required within established timeframes.

• Assist in disposition tasks including performing analysis related to disposition timing and value, coordinating due diligence materials, answering underwriting questions and creating schedules for legal and financial processes.

• Bachelor’s degree (B.A. or B.S.) from a four-year college or university.
• 1 to 3 years of post-college experience in real estate valuation, investment banking, or related field.
• General knowledge of commercial or multifamily real estate valuation as evidenced by a minimum of 1 year of experience in a related function.
• Advanced proficiency in Microsoft Excel and/or Argus Enterprise financial modeling software program.
• Experience performing quantitative and qualitative analysis of assets using financial modeling techniques.

• Shorenstein Investment Advisers (SIA) is registered as an investment adviser with the U.S. Securities and Exchange Commission (“SEC”), and SIA and its employees are subject to SEC regulation and applicable federal securities laws. Employees will be required to abide by, and certify their compliance with, SIA’s compliance program and the federal securities laws, including, among other requirements, pre-clearance and reporting obligations with respect to personal securities trading, political contributions and other matters.

• Analyst - $95,000 - $120,000 (Salary range is consistent with what the business reasonably expects to pay a new hire.  Actual pay is subject to a number of factors, including geography, experience, education, etc., and is subject to change.)