Experienced Investments Analyst

S2 Capital; Dallas (TX); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive health, vision, and dental

Flexible Time Off Plan

401(k) with company match

Job summary

S2 Capital seeks an Experienced Investments Analyst in Dallas, TX to support the Investments team through all aspects of multifamily, industrial, and development acquisitions and asset management. You will oversee the investment life cycle from acquisition to disposition and work in a fast-paced, collaborative environment.

The ideal candidate is self-motivated, detail-oriented, and proficient in financial modeling and Excel, with 1+ years of CRE experience and strong communication skills.

Qualifications

• Bachelor’s degree or equivalent experience in a related field.
• Strong financial modeling ability.
• Proficiency in Microsoft Excel and Office tools.
• 1+ years of relevant CRE experience preferred.
• Strong interpersonal and communication skills.

Responsibilities

• Underwrite acquisitions by analyzing historical financials and market research.
• Coordinate due diligence and closing processes.
• Create and prepare financial models and presentations for assets.
• Work with property management to transition properties pre-closing.
• Perform ad-hoc market research and reporting for new markets.
• Monitor asset performance and coordinate execution of business plans.
• Coordinate lender communication and monthly draw packages.
• Assist Asset Managers with underwriting, rent roll, and trend analysis.
• Produce weekly financial and leasing analysis reports.
• Compile market surveys and submarket reports as needed.
• Distribute monthly and quarterly financial packages to lenders and equity partners.
• Maintain portfolio construction budget tracker.
• Review general ledgers and code invoices to accounts.
• Perform other duties as assigned.

Skills

Financial modeling

Communication

Teamwork

Education

Bachelor's degree in real estate, business, finance, economics, or related field

Tools

Excel

Job description

Property Name:

Fund Manager

Experienced Investments Analyst

Dallas, TX (Harwood District - In-Office) | Full-Time, Exempt

Overview

We are looking for an experienced Analyst to support the Investments team across all aspects of multifamily, industrial, and development acquisitions and asset management, overseeing the investment life cycle from acquisition to disposition. This position requires a strong ability to multitask and manage several projects simultaneously. The ideal candidate is a motivated self-starter with a desire to learn and grow in a fast-paced, collaborative environment.

Essential Functions

• Underwrite potential acquisitions by analyzing historical financial statements and performing market research and analysis
• Coordinate due diligence and closing processes
• Create and prepare financial models and presentation materials for new and existing assets
• Work in tandem with property management and operations teams to transition properties before closing
• Conduct ad-hoc market research and reporting for potential new market acquisitions
• Monitor and coordinate the execution of property business plans to optimize asset performance
• Coordinate lender communication through the collection and distribution of monthly draw packages
• Procure lien waivers and check copies from vendors and subcontractors for draw package submission
• Assist Asset Managers with underwriting, rent roll analysis, trend analysis, and ad-hoc reporting
• Produce weekly financial and leasing analysis reports
• Compile market surveys and submarket reports as needed
• Collect and distribute monthly and quarterly financial packages to lenders and equity partners
• Maintain and update the portfolio construction budget tracker
• Review general ledgers and code invoices to respective accounts
• Perform other duties as assigned

Qualifications

• Bachelor’s degree in real estate, business, finance, economics, or a related field, or equivalent experience
• High proficiency in financial modeling
• Strong Microsoft Office skills, primarily Excel
• 1+ years relevant experience in commercial real estate preferred
• Team-oriented and deadline-driven, with strong interpersonal, organizational, and communication skills
• Communicates clearly and professionally with internal and external stakeholders under deadline pressure

Physical Demands and Work Environment

This role operates in a professional office environment and routinely uses standard office equipment. The position requires the ability to remain stationary for extended periods, operate a computer, and communicate by phone, video, and in person. Occasional travel to properties and markets may be required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

Compensation and Benefits

Eligible for a discretionary annual bonus based on individual and company performance

• Competitive health, vision, and dental benefits
• Flexible Time Off Plan
• 401(k) with company match

Additional Information

Applicants must be authorized to work in the United States. Employment is contingent upon successful completion of a background check.

Equal opportunity employer.