Overview
The Senior Investment Analyst will provide analytical support to the Investments, Asset Management and Development teams by primarily producing financial pro forma models, conducting property due diligence and financial reporting for multifamily investments. This role requires on-site attendance at our Tampa, FL Corporate Office, Monday - Thursday, with Friday being a remote work day.
Responsibilities
Create, manage and update pro-forma cash flow models for new multi-family acquisitions, existing investments and new development projects
Build proforma models for mixed use developments including apartments, hotels, condos, and offices
Build complex waterfall distribution models with catch ups and multiple hurdles
Conduct sensitivity analysis across multiple variables to assess risks and opportunities
Assist in drafting investment committee memorandum and asset offering packages
Conduct market research including market and submarket analysis, rent comparable analysis, sales comparable analysis and development pipeline analysis
Communication with external parties, including brokerage firms, appraisers, third-party consultants, etc.
Design and develop interactive dashboards and reports in Power BI Desktop
Review existing property operating budget variances, identify issues, and work to develop action plan to address.
Analyze property expenses and compare against portfolio/industry averages in search of inefficiencies that can result in potential savings.
Qualifications
Must have a bachelor’s degree in real estate, finance, economics or related field
Must have a minimum of 5 years of experience in the real estate industry, with a preference for multifamily
Requires financial modeling expertise and understanding of real estate investment principles
Detail oriented with the ability to manage a diverse number of tasks simultaneously
Highly developed analytical, quantitative and communication skills
Proficiency in Microsoft Office Suite (Excel, Word, Power Point), experience with Costar, Real Page, Yardi Matrix
Acquisition, Capital Markets, Asset Management and Development experience helpful
Yardi (or similar property management software) experience preferred
The above-referenced position summary is a guideline designed to present an overview of the job duties and is not intended to be a comprehensive list of responsibilities and requirements.