Analyst, Investment Advisory Group

Description

• Analyze and review due diligence materials, leases, operating statements, operating budgets, equity and debt term sheets, third party due diligence reports, etc. and provide insights, updates and critical factors for the team to consider.
• Support providing exceptional quality and customer service to our clients through taking things personally and striving to achieve the highest standards.
• Work with team leader to procure new clients, enhance client relationships, and serve clients needs related to investment analysis.
• Develop advanced financial modeling and analysis for a variety of property types for either acquisition, disposition or financing of office, industrial, multifamily, retail, land, and all other property types.
• Gather, organize, and present demographic, economic, and real estate market research.
• Draw objective conclusions, formulate opinions, and generate sound market recommendations based upon information collected from multiple data sources.
• Effectively present all underwriting/presentation materials to team leadership providing reasonable support for each of the inputs utilized based on sound real estate fundamentals, specific property attributes and market knowledge.
• Acquire key property and market information by gathering information from owners, asset managers, brokers, property managers, etc.
• Make recommendations on how to improve processes, efficiencies and overall team performance.
• Take ownership of all financial, market and property specific elements to produce marketing materials such as Broker Opinions of Value (BOV’s) and offering memorandums including but not limited to initial drafting of descriptive language and summaries of inputs.

Requirements

• Strong research, writing, analytical and problem-solving skills.
• Effective time manager – proven ability to consistently manage multiple projects with accuracy, set priorities, and meet deadlines.
• Brings high energy, enjoys a fast-paced environment, and is driven to succeed. Keen ability to work efficiently, whether autonomously or as a member of a team.
• Knowledge of the Atlanta market would be preferred.
• Ability to learn Excel, Argus, and implement AI tools.
• Excellent organizational, interpersonal, and oral/written communication skills with great attention to detail
• Bachelor’s degree in Business, Finance, Real Estate, or related field.
• Takes initiative and is a self-starter. Can identify a need and works toward a solution without requiring direction.
• Ability to develop and maintain positive relationships - proven record of providing excellent customer service, both internal and external.

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance