Investment Associate (Atlanta-Based)

ACG Professionals, Inc.; Atlanta (GA); On-site; USD 65,000 - 90,000; Full time

Job summary

ACG Professionals, Inc. in Atlanta seeks a qualified analyst to support Investments and Asset Management. You will perform financial modeling, lease analysis, and portfolio management, evaluating acquisitions, dispositions, and development opportunities.

Develop and maintain financial models and present analyses clearly. The role requires 3 years of real estate finance experience or a recent degree with strong technical skills.

Qualifications

• Recent graduate or candidate with 3 years of real estate financial analysis or finance experience.
• Bachelor’s degree in Finance, Economics, Business, Mathematics, Data Science, Engineering, or Real Estate with strong academics.
• Proficiency with Microsoft Office; advanced Excel skills.
• Knowledge of Argus Enterprise required.

Responsibilities

• Perform complex financial analysis and modeling including cash flow, IRR and NPV with sensitivity checks.
• Develop and maintain Argus and Excel-based models for institutional assets; manage budget and reforecast.
• Evaluate lease proposals with net effective rent analysis; review legal documents for leasing.
• Underwrite and conduct due diligence on acquisitions, dispositions and development opportunities.
• Conduct ongoing market analysis and transaction research.
• Assist with portfolio-level reports and quarter-end materials for executives and board.

Skills

Real estate analysis

Financial modeling

Attention to detail

Ownership mindset

Communication

Education

Bachelors in Finance/Economics/Business

Tools

Argus Enterprise

Excel

Job description

Position Summary:

This Atlanta-based Company is seeking a qualified individual to support the Investments and Asset Management Teams. The individual will provide analytical support related to the Company’s portfolio including property forecasting, lease analysis and portfolio management. The Associate will also be responsible for performing advanced analytical and financial activities evaluating potential investment opportunities including acquisitions, dispositions, and development. The Associate should be prepared to develop and maintain a variety of financial models and present financial analysis in an accurate and informative manner.

Primary Duties and Responsibilities:

• Perform complex financial analysis and modeling with minimal supervision, including cash flow projections, ARGUS valuation models, IRR and NPV calculations and sensitivity analysis.
• Develop and maintain Argus and Excel-based models for institutional office and mixed-use assets; manage annual budget and reforecast process.
• Evaluate lease proposals with net effective rent analysis; review and analyze legal documents and other materials as part of leasing process.
• Underwrite and conduct due diligence on potential acquisition, disposition and development opportunities.
• Perform on-going market analysis and transaction research.
• Assist with preparation and review of portfolio level reports.
• Assist with the creation of quarter-end materials for the Executive Team and the Board of Directors.

Knowledge, Skills and Abilities:

• Seeking recent college graduate or candidate with 3 years of real estate financial analysis or finance related experience.
• Bachelor’s Degree in Finance, Economics, Business, Mathematics, Data Science, Engineering, or Real Estate with excellent academic credentials.
• Proficiency with Microsoft Office is required with advanced knowledge of Microsoft Excel.
• Knowledge and skills with Argus Enterprise required.
• Detail oriented with clear/consistent focus on the accuracy and completeness of work product.
• Integrity – Demonstrate sound business ethics; consistently comply with organizational values; protect confidential information.
• Communication – Able to clearly express ideas; present verbal information in a straightforward manner; ask questions in order to open channels of communication; listen to understand perspective of others.
• Adaptability – Able to adapt to changes in situation, direction, or people; adjust to needs of others without losing self-esteem.
• Problem Resolution – Able to use systematic techniques to define problems, options, and solutions; evaluate alternative solutions; solve technical or complex problems using logic.
• Project Analysis – Able to break down problems and information in order to systematically identify the cause of problems or make recommendations; gather information from multiple sources; analyze complex information; organize information for analysis.
• Accountability – Passion for real estate with a high degree of professional “ownership” for financial models and the related work product.
• Responsiveness – Perform responsibilities with an acute sense of urgency to meet the needs of others; respond to solve problems; able to work outside the core business hours when needed and willing to accept a variety of tasks associated with this position.