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BellwetherPosted 3 weeks ago

Senior Analyst, Equity

On-siteDallas, Texas, United States

Full TimeSenior LevelSmall

Job Summary

Maintain complex financial analyses for a portfolio of commercial real estate investments by reviewing business plans, leasing activity, and monthly operating performance. Construct detailed asset-level cash flow reforecasting models and organize investment-level data on monthly and quarterly reporting bases. Evaluate potential new investments by assisting with due diligence, execute leasing calls, and liaise with operating partners to review business plan execution. Contribute to strategic initiatives by suggesting business plan variations and mentor junior analysts.

Required Qualifications

  • A minimum of 2 years' relevant experience
  • Bachelor's degree required
  • Asset Management, Development, or Acquisitions across major asset classes experience preferred
  • Experience with property underwriting and advanced financial modeling
  • Familiarity with reading loan documents, joint-venture agreements, management agreements, etc
  • Proficiency in Microsoft Excel, PowerPoint and ARGUS Enterprise
  • Development and analysis of real estate-based financial models with a focus on multifamily, office, and industrial assets
  • Familiarity with complex financial models including waterfalls and various debt structures
  • Ability to read and analyze investment, lease, and management agreements
  • Ability to perform responsibilities independently and proactively, solve problems, and improve processes and/or services
  • Self-directed, takes initiative and responsibility, and ensures completion of tasks
  • Excellent verbal and written communication skills
  • Strong listening and interpersonal skills
  • Highly effective at preparing and presenting information
  • Acts with honesty and integrity and maintains confidentiality, adheres to company policies
  • Promotes a collaborative and productive work environment
  • Demonstrates team building, support and respect
  • Ability to interact in a courteous professional manner at all times
  • Regular, predictable attendance
  • Active listening
  • Critical thinking
  • Making decisions
  • Time management
  • Administration skills
  • Ability to travel to assets and client sites approximately 1-2 times per month

Desired Qualifications

  • client-facing experience preferred

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