Senior Real Estate Analyst

Stoltz Management of Delaware; Bala Cynwyd (PA); Vor Ort; USD 90.000 - 140.000; Vollzeit

Zusammenfassung

Stoltz Management of Delaware is seeking a Senior Real Estate Analyst to join the Philadelphia investment team. The role involves acquisitions, asset management, investor reporting, and fundraising activities across office, retail, industrial, and multifamily properties.

You will build complex cash flow models, underwrite acquisitions, and prepare investment committee materials while collaborating with senior management to maximize portfolio value.

Qualifikationen

• Bachelor's Degree in Finance, Math, Business, or Economics with an understanding of Commercial Real Estate strategies.
• Mastery of ARGUS Enterprise and Excel.
• 5-7 years of Commercial Real Estate experience in acquisitions, asset management or underwriting in private equity or investment banking.

Aufgaben

• Keep current on market trends where the firm has existing investments and in target markets.
• Assist with managing the capital markets team and deliverables.
• Create and/or modify complex cash flow projections for new and existing joint ventures, funds and/or assets using ARGUS Enterprise and Excel.
• Underwrite asset acquisitions (abstract leases, review market and submarket reports, property agreements, property condition reports, environmental reports, budgets, and operating statements).
• Prepare investment committee memorandums for the firm's investment committee.
• Assist in transitioning new acquisitions to in-house property management, leasing, accounting and construction teams and work with these teams on an on-going basis to maximize the value of the firm's investments
• Support the asset management team in preparing budgets and disposition packages.
• Prepare investor specific reports, quarterly newsletters and annual investor presentations.
• Perform other duties as assigned

Kenntnisse

Advanced analytical skills

Financial modeling

Excellent communication

JV waterfalls expertise

Multi-tasking abilities

Proactive problem solving

Independence and collaboration

Investment fund economics

Ausbildung

Bachelor's Degree in Finance/Math/Business/Economics

Mastery of ARGUS Enterprise and Excel

Tools

ARGUS Enterprise

Excel

Jobbeschreibung

JOB SUMMARY:

Real Estate private equity firm with extensive holdings throughout the U.S. is seeking a self-motivated and talented Senior Real Estate Analyst to join its Philadelphia investment team. The Associate will be actively involved in acquisitions, dispositions, asset and portfolio management, as well as investor reporting and fundraising activities. The firm's portfolio includes office, retail, industrial and multi-family properties. The successful candidate must be detail-focused, able to interface with senior management and thrive in a team-oriented environment.

Essential Functions:

• Keep current on market trends where the firm has existing investments and in target markets.
• Assist with managing the capital markets team and deliverables.
• Create and/or modify complex cash flow projections for new and existing joint ventures, funds and/or assets using ARGUS Enterprise and Excel.
• Underwrite asset acquisitions (abstract leases, review market and submarket reports, property agreements, property condition reports, environmental reports, budgets, and operating statements).
• Prepare investment committee memorandums for the firm's investment committee.
• Assist in transitioning new acquisitions to in-house property management, leasing, accounting and construction teams and work with these teams on an on-going basis to maximize the value of the firm's investments
• Support the asset management team in preparing budgets and disposition packages.
• Prepare investor specific reports, quarterly newsletters and annual investor presentations.
• Perform other duties as assigned

Qualifications/Requirement:

• Advanced analytical and modeling skills
• Superior oral and written communication skills; excellent interpersonal skills
• Ability to model joint venture and fund waterfalls including GP Promote, GP catch-up, hurdle rates, etc.
• Ability to handle multiple, concurrent complex assignments with moderate supervision
• Demonstrated progressive history of achievement
• High-energy, detail-focused individual with unquestionable integrity
• Thorough understanding of investment fund economics
• Pro-active, solutions-oriented mindset with a strong focus on meeting deadlines
• Ability to work independently and collaboratively and thrive in a result-oriented environment

Experience/Education:

• Bachelor's Degree in Finance, Math, Business, or Economics with an understanding of Commercial Real Estate strategies
• Master of ARGUS Enterprise and Excel
• 5-7 years of Commercial Real Estate experience in acquisitions, asset management or underwriting in private equity or investment banking.