Investment Analyst

Company: RealtyLink, LLC
Location: Greenville
Posted on: April 5, 2021

Job Description:

The role of Investment Analyst is to support to the Asset Management department by providing a wide spectrum of analysis on development and acquisition projects as well as assets owned across the portfolio. In addition, the Investment Analyst will assist the company in coordination on lender relations and investment committee presentations.
Key Responsibilities/Duties:Asset Management

• Prepare annual budgets with Property Manager (Sept-Nov)
• Determine optimal financing options on refinances with Capital Markets team
• Review budget vs actuals (monthly)
• Compare operating expenses to CAM estimates
• Provide recommendations to limit operating expenses to reduce leakage
• Review financials for reasonableness
• Determine interim cash distributions
• Prepare periodic valuations of assets
• Provide hold/sell/refinance analysis
• Update/review asset's strategic business plan
• Underwrite stabilized assets in Argus
• Assist in the on-going implementation of Argus within company business processes
• Assist in the review of loan documents & term sheets where necessary
• Annual coordination on cost segregations
• Create detailed excel financial models and projections for individual assetsInvestment Committee
  • Actively manage on-going development dashboard updates for Greenville projects
  • Assist Principals and Developers in coordination on their investment committee packages
  • Provide recommendations to pro forma analyses on investment committee packages
  • Actively manage the tracking of all assigned Greenville projects through various development and investment committee stages on the development dashboardLender Relations
    • Facilitate preparation of lender slide decks
    • Work with Principals directly to Identify lenders with capacity and an interest in the specific asset class/loan size
    • Drafting RFP email for Principal to circulate to lenders
    • Managing responses, questions, and the tracking of the receipt of terms from lenders
    • Financial analysis on each specific term sheet
    • Assist in the decision-making process for which term sheet to proceed with
    • Work with Principals and capital markets team in upkeep of existing lender relationships
    • Develop lender tracking sheet
    • Complete any other items as assigned Skills/Education:
      • Education: Bachelor's degree in Accounting, Finance, Business Management, or Economics. Master's degree in Real Estate Development or MBA preferred.
      • 2-5 years of real estate experience, prior experience with REIT, RE Investment Banking, Asset Manager, Developer, or Private Equity preferred.
      • Strong understanding of Microsoft Office Suite, specifically Excel, PowerPoint, and Word
      • Advanced Argus Enterprise knowledge and underwriting skills, Argus certification a plus
      • Strong analytical and problem-solving skills specifically related to financial analysis
      • Excellent verbal and written communication skills; ability to interact with current and potential investors both in-person and via email
      • Highly detail-oriented with an ability to work in a fast-paced environment and manage a high workload with the goal of continuing to grow with the firm
        

Keywords: RealtyLink, LLC, Greenville , Investment Analyst, Accounting, Auditing , Greenville, South Carolina