Senior Analyst, Capital & Investments

Keller Augusta; Boston (MA); On-site; USD 90,000 - 150,000; Full time

Job summary

Keller Augusta is seeking a Senior Analyst, Capital & Investments in Boston to provide primary financial analysis for development and investment projects. You will build and maintain complex financial models, support acquisitions, and prepare investment materials for internal and external partners.

The role requires 3+ years in real estate analytics, strong Excel/ARGUS skills, and the ability to work independently with minimal guidance. Compensation includes a bonus and benefits.

Qualifications

• 3+ years of real estate analytical experience across multiple property types and strategies; underwriting, due diligence, and closing experience across a broad range of asset classes strongly preferred.
• Bachelor's Degree with a strong academic record, ideally with a concentration in Finance, Economics, Real Estate, or a related field.
• Strong financial modeling and discounted cash flow analysis skills; Excel modeling skills are mandatory, and ARGUS experience is strongly preferred, including complex real estate and partnership models (preferred returns, waterfalls, etc.).
• Strong verbal and written communication skills necessary for presenting analysis, conclusions, and recommendations to senior internal team members and outside partners.
• Must be a quick study, comfortable working independently with minimal guidance.
• Highly proficient in Microsoft Excel, PowerPoint, and Word.
• Compensation will be based on experience and include a bonus and benefits

Responsibilities

• Perform new acquisition analyses in partnership with the Acquisitions and Development teams, including individual asset valuation, new investment underwriting, and capital structure analysis.
• Prepare detailed financial proforms for prospective real estate transactions, performing market analysis, income and expense underwriting, development budgeting, and cash flow modeling.
• Maintain proforma models for the controlled development deal pipeline and work with the Development & Construction team to evaluate project metrics on an ongoing basis.
• Use, manipulate, and create new financial models for underwriting activities, including sensitivity analysis on leasing, refinancing, value-add, and disposition scenarios.
• Perform waterfall analysis for equity and promoted interest structures.
• Prepare presentation materials and memoranda for the internal Real Estate Investment Committee and for external third-party investors and lenders, including private offering memoranda.
• Coordinate and lead due diligence efforts for acquisitions and financing, including in-place NOI verification, complex recovery structures, past performance review, and property document, financial, and contract review.
• Collaborate with internal and external stakeholders including brokers, attorneys, lenders, and consultants to gather necessary information and ensure smooth due diligence and closing processes.
• Perform market research and analysis to assess current and future market conditions, competition, and potential demand for prospective investments, and maintain internal comparable sets for property sales and leases.
• Assist the Leasing team by conducting property-level leasing analysis and evaluating the financial health of new commercial tenants.
• Assist in preparing external investor reports and internal partner materials.

Skills

Real estate modeling

DCF analysis

Excel

PowerPoint

Education

Bachelor's degree in Finance/Real Estate

Tools

ARGUS

Job description

Our client is a leading commercial real estate development firm, having successfully acquired, developed, re-positioned and/or entitled and managed over eight million square feet of real estate. Focused on high quality, mixed-use development assets in leading gateway markets, with a strong emphasis on creative place making and value-add approaches to real estate, our client is among the top tier of real estate development and management firms in the New England market.

Position Overview:

The Senior Analyst, Capital & Investments will join the Finance & Capital Markets team, providing primary financial analysis for the firm's current and potential development and investment projects. The ideal candidate is an analytical thinker and self-starter with the ability to multi-task and work independently, gaining direct exposure to complex, sophisticated development and investment deals from the ownership perspective.

Duties / Responsibilities:

• Perform new acquisition analyses in partnership with the Acquisitions and Development teams, including individual asset valuation, new investment underwriting, and capital structure analysis.
• Prepare detailed financial proformas for prospective real estate transactions, performing market analysis, income and expense underwriting, development budgeting, and cash flow modeling.
• Maintain proforma models for the controlled development deal pipeline and work with the Development & Construction team to evaluate project metrics on an ongoing basis.
• Use, manipulate, and create new financial models for underwriting activities, including sensitivity analysis on leasing, refinancing, value-add, and disposition scenarios.
• Perform waterfall analysis for equity and promoted interest structures.
• Prepare presentation materials and memoranda for the internal Real Estate Investment Committee and for external third-party investors and lenders, including private offering memoranda.
• Coordinate and lead due diligence efforts for acquisitions and financing, including in-place NOI verification, complex recovery structures, past performance review, and property document, financial, and contract review.
• Collaborate with internal and external stakeholders including brokers, attorneys, lenders, and consultants to gather necessary information and ensure smooth due diligence and closing processes.
• Perform market research and analysis to assess current and future market conditions, competition, and potential demand for prospective investments, and maintain internal comparable sets for property sales and leases.
• Assist the Leasing team by conducting property-level leasing analysis and evaluating the financial health of new commercial tenants.
• Assist in preparing external investor reports and internal partner materials.

Qualifications / Experience:

• 3+ years of real estate analytical experience across multiple property types and strategies; underwriting, due diligence, and closing experience across a broad range of asset classes strongly preferred.
• Bachelor's Degree with a strong academic record, ideally with a concentration in Finance, Economics, Real Estate, or a related field.
• Strong financial modeling and discounted cash flow analysis skills; Excel modeling skills are mandatory, and ARGUS experience is strongly preferred, including complex real estate and partnership models (preferred returns, waterfalls, etc.).
• Strong verbal and written communication skills necessary for presenting analysis, conclusions, and recommendations to senior internal team members and outside partners.
• Must be a quick study, comfortable working independently with minimal guidance.
• Highly proficient in Microsoft Excel, PowerPoint, and Word.
• Compensation will be based on experience and include a bonus and benefits