Real Estate Investment Analyst Job at Keller Augusta, Palm Beach County, FL

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  • Keller Augusta
  • Palm Beach County, FL

Job Description

Firm Overview:

Our client is a private investment firm established in 2011. With a narrow focus on direct investments in real estate, our client has amassed significant experience across multiple asset classes and various financing structures.

Job Description:

The Real Estate Financial Analyst will assist key decision-makers in underwriting new investment opportunities, examining options related to existing investments, and assisting in the syndication process of investments, and other operational tasks of the firm.

Underwriting New Investments

  • Conduct detailed underwriting of potential real estate investment opportunities across various property types (multifamily, office, industrial, etc.)
  • Build and maintain financial models and sensitivity analyses
  • Perform research related to comparative transactions and studying the broader real estate market
  • Assist in preparing investment memorandums for decision making purposes

Syndication of Investments

  • Assist in the syndication process by preparing marketing materials for potential investors.
  • Prepare monthly reports for investors to provide updates on construction, leasing and capital market activity
  • Monitor and report on key performance indicators (KPIs) of syndication efforts, investor engagement, and fundraising progress.

Management of Investments

  • Assist in responding to request for proposals for owned assets through financial modeling and sensitivity analyses
  • Periodically update models for each owned asset based on asset and market performance
  • Support quarterly and annual reporting processes by gathering and analyzing financial data for existing properties

Other Operational Tasks

  • Support the firm’s operational activities, including updating investment tracking systems, maintaining investor databases, and preparing ad-hoc reports
  • Coordinate with internal teams and external partners on the closing of transactions
  • Assist management with optimizing the functionality of existing information technology systems

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