Full Time Employee · Mid Career
500 Employees or more · Financial Services
Job Description
The role involves assisting with the financial modelling and drafting of memoranda for the underwriting and execution of proprietary, value-oriented transactions from end to end, as well as investment screening, portfolio management, reporting and exit readiness
Build and analyze complex valuation models. Assist with the preparation of high-quality investment committee presentation materials and other supporting documents in a clear concise manner. Be involved in various due diligence work streams as requested. Contribute to research on market trends, sector dynamics, and transactions including recent acquisitions and dispositions, leasing, development, etc. For dispositions, assist with submitting and managing information into the data room for buyer due diligence.
Coordinate the completion of quarterly and annual business plans, including board reports, operating and capital budgets, cash flow, and return projections. Present financial metrics to executive leadership on the performance of the real estate portfolio and make strategic recommendations to senior leadership regarding the business plan for individual assets. Crafted a high-level leasing strategy for the real estate portfolio and collaborated with cross-functional teams to implement strategic initiatives. Lead necessary research to support business plans and decision-making. Prepare diligence information for financings and dispositions. Work with investment and portfolio management teams during the valuation process for existing and prospective investments. Strategic oversight of ground-up development projects.