Transactions Associate

Franklin Templeton; United States; On-site; USD 90,000 - 130,000; Full time

Job summary

Clarion Partners, a leading real estate investment manager, seeks a Transactions Associate to join the Dallas acquisitions team. You will analyze property, portfolio, and M&A opportunities, building and modifying discounted cash flow models in Excel and Argus Enterprise, and draft investment memorandums for committees.

You will collaborate with finance, acquisitions, asset management, and research groups, perform due diligence, monitor performance, and contribute to portfolio reporting and

Qualifications

• Bachelor’s degree in finance or real estate with a GPA of 3.5 or higher
• 3–6 years postgraduate experience as an investment analyst; acquisitions, asset management, or capital markets experience preferred
• Strong skills in financial analysis and modeling; high competency in preparing cash flows
• Experience underwriting both commercial and residential asset types; development and debt opportunities preferred
• Experience in preparing written investment recommendations and investment opportunity presentations

Responsibilities

• Assembling and modifying discounted cash flow projection models using Excel and Argus Enterprise
• Form opinions on underwriting assumptions and pricing/return parameters
• Lead due diligence on new investments including third-party environmental, engineering, and bespoke reports, title, survey, financial statements, leases, and market research
• Draft investment memorandums for presentation to Clarion Partners and client investment committees
• Collect and review data from multiple sources and present concisely
• Monitor and analyze financial performance of properties and portfolios
• Assist with financing and disposition transactions
• Prepare portfolio level and client reports and ad-hoc analyses

Skills

Financial analysis

Cash flow modeling

Underwriting

Team collaboration

Communication skills

Education

Bachelor's degree in finance or real estate

Tools

Microsoft Excel

Argus Enterprise

Job description

Clarion Partners has been a leading real estate investment manager for over 40 years. Headquartered in New York, the firm maintains strategically located offices across the United States and Europe. Clarion Partners offers a broad range of real estate strategies across the risk/return spectrum to approximately 500 institutional investors across the globe. Clarion Partners operates independently as a Specialist Investment Manager owned by Franklin Templeton (FT), a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals.

Description:

The Transactions Associate will work in collaboration with the Dallas-based acquisitions investment team to analyze potential property, portfolio, and M&A investments across the risk-return spectrum, and to execute the overall investment program for Clarion Partners’ real estate investment advisory business. The candidate must be able to work independently and as part of a team that includes the disciplines of finance, acquisitions, asset management, development, research, and marketing.

Position Overview & Responsibilities:

• Assembling and modifying discounted cash flow projection models with respect to an investment, utilizing both Microsoft Excel and Argus Enterprise
• Utilize judgment, develop and form strong opinions on various underwriting assumptions and appropriate pricing/return parameters
• Assist with, and in certain cases lead, all due diligence relating to new investments including, but not limited to, the review of third party environmental, engineering, and bespoke reports, title, survey, historical financial statements, leases, and market/competitive position research
• Assembling and drafting investment memorandums to be presented to Clarion Partners and client investment committees
• Demonstrating the ability to collect, ascertain, and review data from multiple sources while presenting such data in a concise and relative manner
• Monitor and analyze the financial performance of properties, portfolios, and operating companies
• Create and maintain portfolio models
• Assist with financing and disposition transactions
• Assist with preparation and review of portfolio level and client reports
• Assist with special projects and prepare ad-hoc reports as needed

Candidate Profile | Minimum Requirements:

• Education : Bachelor’s degree in finance or real estate with a GPA of 3.5 or higher
• Experience : 3-6 years postgraduate experience as an investment analyst; Acquisitions, asset management, or capital markets experience is preferred
• Strong skills in financial analysis and modeling; high competency in preparing cash flows
• Proven track record of success deploying capital into investments that generate projected returns and create long-term value for all stakeholders
• Experience in the investment underwriting both commercial and residential asset types; Experience underwriting development and debt opportunities in addition is preferred
• Experience in preparing written investment recommendations and participating in investment opportunity presentations
• Candidate should be extremely detail-oriented, proactive, and self-motivated with a strong work ethic and possess the ability to execute effectively in a fast-paced, deadline-driven environment
• Candidate must possess strong interpersonal communication and writing skills as well as a high degree of integrity
• Candidate must be able to be a strong team member with the ability to report up to middle-management and senior management, while also leading the members of the analyst pool

Clarion Partners is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. Clarion Partners offers generous benefits designed with the health and financial welfare of our employees and their families in mind, including highly competitive and expansive health care coverage, a comprehensive 401K, company-sponsored volunteer opportunities, individual volunteer time off, parental leave and childcare programs, as well as other benefits and discount purchase programs.

Clarion Partners is committed to fostering an inclusive environment. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.