14,055 Certified Investment Management Analyst jobs in the United States
Financial Analyst, Investment Management
Posted 2 days ago
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Phillips Edison & Company is seeking a Financial Analyst to join our Investment Management team, which oversees the performance of Phillips Edison's institutional joint ventures. This position will perform a wide range of finance-related duties, working cross-functionally with Phillips Edison's Operations, Finance, and Accounting groups. The ideal candidate must be able to work in a fast-paced environment, handling multiple responsibilities and requests, while distilling detailed financial data into meaningful information for internal and external users. This role will be based out of our Cincinnati, OH corporate headquarters office.
Responsibilities and Duties include:
- Produce monthly and quarterly financial reports for internal users and external investors, which should explain historical results, forecast probable outcomes, and recommend operational courses of action
- Own the maintenance and presentation of a group of joint venture property financial models
- Assist with the joint venture budget and forecast process:
- Review and update budget/multi-year financial models for accuracy and reasonableness in all elements of free cash flow
- Create financial presentations and analyses for external annual reports
- Review and update fee income budget and forecast
- Assist with the JV cash management function and make monthly distribution recommendations
- Perform ad hoc financial analyses as necessary on a tenant/property/portfolio/department level
- Support underwriting efforts for potential new funds/joint ventures
- Recommend and implement process improvements, reporting upgrades, and automations in reporting/analysis
- Support internal and external users with various ad hoc assignments
- In general, approach every piece of financial information with a strategic mindset and opinion for how that piece of information ought to be interpreted, how it aligns with operational and financial goals, etc.
- Bachelor's degree in Finance/Accounting or related field required.
- 1-3 years' experience in a finance-related role preferred. (Can include internship experience)
- Advanced Excel skills required.
- Advanced written and verbal communication skills required.
- Experience in commercial real estate a plus.
- Experience with Argus Enterprise (or a similar financial modeling CRE software) a plus.
- Self-starter who is naturally curious, a quick learner, and who will take the initiative to understand the root of issues without being prompted.
- High-energy personality willing to work extra hours during peak times to meet deadlines.
Third Party Recruiters: We do not accept unsolicited resumes from any source other than from the candidates themselves. Any agency or independent recruiter must have a signed agreement with us before presenting candidates. Submission of unsolicited resumes without a signed agreement will not create any obligation on our part.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Financial Analyst - Investment Management
Posted 11 days ago
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Key Responsibilities:
- Conduct thorough financial analysis of investment opportunities, including valuation, risk assessment, and market trend analysis.
- Develop and maintain financial models to support investment strategies and portfolio performance evaluation.
- Prepare detailed financial reports, presentations, and summaries for management and clients.
- Monitor and analyze financial market data, economic indicators, and industry trends that may impact investment portfolios.
- Assist in the preparation of annual budgets, forecasts, and long-term financial plans.
- Perform variance analysis, identifying key drivers of financial performance and recommending corrective actions.
- Support the due diligence process for potential investments and acquisitions.
- Collaborate with portfolio managers and investment teams to provide data-driven insights.
- Ensure compliance with all relevant financial regulations and internal policies.
- Identify opportunities to improve financial processes and reporting efficiency.
- Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field. CFA designation or progress towards it is a strong advantage.
- Minimum of 3 years of experience in financial analysis, investment banking, equity research, or a related role.
- Proficiency in financial modeling, data analysis, and reporting tools (e.g., Microsoft Excel, Bloomberg Terminal, FactSet).
- Strong understanding of financial statements, accounting principles, and investment valuation techniques.
- Excellent analytical, quantitative, and problem-solving skills.
- Detail-oriented with a high degree of accuracy.
- Effective written and verbal communication skills.
- Ability to manage multiple tasks and meet deadlines in a dynamic environment.
- Team player with strong interpersonal skills.
Senior Financial Analyst - Investment Portfolio Management
Posted today
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Qualifications:
- Master's degree in Finance, Economics, or a related quantitative field; CFA designation preferred.
- 5+ years of experience in financial analysis, investment management, or a related banking role.
- Proven expertise in financial modeling, valuation, and portfolio analysis.
- Strong understanding of financial markets, investment instruments, and economic principles.
- Proficiency in financial data platforms (e.g., Bloomberg, Refinitiv Eikon) and advanced Excel skills.
- Excellent analytical, problem-solving, and critical thinking abilities.
- Strong written and verbal communication skills.
- Ability to work independently and manage multiple projects simultaneously.
- Detail-oriented with a commitment to accuracy.
- Experience with regulatory compliance in the financial sector.
Analyst, Investment Management
Posted 18 days ago
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FIRM OVERVIEW:
Harbor Group International (HGI) is a leading global private equity real estate investment manager, with $20 billion in assets under management. HGI's vertically integrated platform offers a broad range of both direct real estate and credit strategies across the risk/return spectrum.
HGI's recent accolades include:
- #19 in NMHC Top 50 Largest Apartment Owners (2024)
- #20 in Real Estate Capital USA Real Estate Debt 40 (2023)
- #35 in PERE Real Estate Debt 50 (2024)
- #45 in PERE 100: World's Largest Private Real Estate Firms (2024)
JOB SUMMARY:
HGI is seeking an Analyst to join our Investment Management team. The Analyst will play a pivotal role in analyzing, monitoring, and reporting on all aspects of an investme nt. The Analyst will perform investment management duties consisting of performance analysis, direct equity and credit investment valuation, investor reporting, investment model review, distributions, waterfall calculations, and other special projects. The team also focuses on communicating the company's products, platform, competitive advantages, business model, and financial results to internal and external audiences, including HGI executives, auditors, and investors. The Analyst will work closely with the firm's senior members and executives. The role is onsite, based in New York City.
RESPONSIBILITIES:
- Review investment and fund performance, including financial modeling, pro forma cash flow, and analysis of market landscapes.
- Work with transactions team to evaluate the risk/return and potential fit of new investments.
- Contribute to quarterly distribution processes by aggregating financial data, analyzing performance, reviewing projections, and performing waterfall calculations.
- Assist in the valuation processes of investments within the portfolio
- Assist with the evaluation of new opportunities across property sectors and capital structures.
- Prepare detailed quarterly asset and fund performance reports, as well as custom investor reporting.
- Compile portfolio data for marketing materials such as due diligence requests and pitchbooks.
- Complete special projects and other related responsibilities.
- Communicate with third parties directly including investors, lenders, and auditors.
- Coordinate with all verticals of a private equity real estate firm, including Transactions, Asset Management, Accounting and Finance, Legal and Compliance, and Investor Relations.
QUALIFICATIONS:
- Bachelor's degree in finance, real estate, or a similar field; or equivalent work experience.
- At least one year of relevant experience in commercial real estate private equity, private equity, accounting or financial services.
- Proficient understanding of underwriting, deal structure, waterfalls, and private equity real estate fundamentals.
- Ability to work independently and collaboratively in a multidisciplinary team.
- Strong knowledge of Microsoft Excel, Word, PowerPoint and other similar platforms.
- Excellent attention to detail, analytical skills, and ability to prioritize projects.
- Exceptional interpersonal & communication skills, both verbal and written.
#LI-KP1
Veteran Friendly
This pre-employment application will be given every consideration, but its receipt does not imply that the applicant will be employed. Each question should be answered in a complete and accurate manner as no action can be taken on this application until all questions have been answered.
Harbor Group Management is proudly an Equal Opportunity Employer EOE/M/F/D/V. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
Paralegal | Investment Management
Posted 20 days ago
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Top Tier Asset Management firm is looking fora Paralegal to join their growing team. This is an excellent opportunity to become a key part of the wealth solutions business. You'll have the opportunity to work in a collaborative and dynamic environment, contributing to impactful projects that support the legal and business operations. As a Paralegal in the in-house Legal department, you will assist with the preparation and review of board materials, contracts, investment guidelines, operational procedures, fund registration statements, proxy materials, and regulatory filings. You will also maintain timelines and project plans, and represent the Legal department in key meetings, including board, operating company, and investment committee meetings.
QUALIFICATIONS
- Bachelor's Degree, with prior experience in a Paralegal role within the investment management industry, preferably with '40 Act registered funds, securities filings, and corporate governance.
- Familiarity with electronic board portal systems, document management systems, and the SEC EDGAR system.
- Strong computer skills, including proficiency in Word, Excel, and Adobe.
- Exceptional attention to detail with the ability to manage multiple projects simultaneously.
- Proven ability to establish and maintain effective partnerships with other business areas.
This role will sit HYBRID out of the New York, NY office.
Director, Investment Management
Posted today
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+ As an integral part of the Treasury organization, Investment Management oversees over $40 billion in various retirement and benefit plan assets. Investment Management is also responsible for advising the Employee Benefits Committee ("EBC"), which exercises fiduciary oversight of the various plans' investment activities.
+ Oversee the investment activities of American's various defined benefit, defined contribution, foundation, and health & welfare plans. The Director, Investment Management reports to the Assistant Treasurer and is primarily responsible for the strategy, design, and execution of all investment pools.
**Intro**
Are you ready to explore a world of possibilities, both at work and during your time off? Join our American Airlines family, and you'll travel the world, grow your expertise and become the best version of you. As you embark on a new journey, you'll tackle challenges with flexibility and grace, learning new skills and advancing your career while having the time of your life. Feel free to enrich both your personal and work life and hop on board!
**What you'll do**
_As noted above, this list is intended to reflect the current job but there may be additional essential functions (and certainly non-essential job functions) that are not referenced. Management will modify the job or require other tasks be performed whenever it is deemed appropriate to do so, observing, of course, any legal obligations including any collective bargaining obligations._
+ Work closely with investment advisors to oversee the investment performance of individual investments in the various plans
+ Constantly look for ideas to improve the performance of various actively managed funds in the 401(k) plans, including meeting prospective investment managers and strategies
+ Look for ways to improve 401(k) plans' offerings to participants including strategies such as managed accounts and retirement income
+ Oversee the asset allocation framework and strategy of the Fixed Benefit Plans in a Liability-Driven Investing construct while interpreting pension funding rules and regulations
+ Oversee and maintain models related to fixed benefit plans funded status and future contributions and prepare presentation materials for senior management and board of directors
+ Develop strategies to derisk Fixed Benefit Plans from a liability standpoint and execute them
+ Take a prominent role in shaping industry legislation by working with industry trade associations and internal government affairs staff
+ Responsible for getting new plans such as Market Based Cash Balance defined benefit Plan off the ground while working collaboratively with various stakeholders
**What you'll do (continued)**
+ Develop, maintain and implement investment policies for all plans
+ Run the fiduciary committee meetings including preparation of meeting materials and coordination and preparation of events leading up to the committee meetings
+ Responsible for all administrative aspects of the plans including liaising with internal departments such as retirement benefits strategy, corporate accounting, Sox/compliance, financial planning and ERISA counsel and external teams such as actuaries, trustee/custodian, other vendors
+ Recommend asset allocation, monitor, and rebalance investments of American's Foundations and Endowments and present investment performance to Boards each quarter
+ Oversee the investment management activities of the Canadian and other international defined benefit and defined contribution plans as well as various health and welfare plans
+ Attend and represent American Airlines and the Plans at industry events such as conferences
+ Moderate travel involved
+ Lead a team of 2 - 3 individuals
**All you'll need for success**
**Minimum Qualifications- Education & Prior Job Experience**
+ Bachelor's degree
+ 7-10 years of experience in an investment management setting across diverse asset classes
+ Investment experience managing defined benefit and defined contribution plans required
+ Proven, self-motivated, results orientation with patience, perseverance, humility, and diplomacy
+ Possess intellectual curiosity; strong interest for the investment markets and the intellectual enthusiasm to understand the management of a broad range of asset classes
**Preferred Qualifications- Education & Prior Job Experience**
+ CFA charter holder or progress toward attaining a CFA charter
**All you'll need for success (continued)**
**Skills, Licenses & Certifications**
+ Self-starter with executive presence and the ability to manage multiple projects effectively involving multiple retirement plans
+ Strong problem solving and project management skills, with proven track record of performing complex assignments under tight deadlines while maintain superior quality in work products
+ Ability to manage external consultants, advisors, lawyers to complete assignments
+ Commitment to quality, pride in work and accepts complete ownership of responsibilities
+ Excellent ability to communicate with all levels of management proactively and effectively both verbally and written
+ Strong attention to detail with constant desire to learn and improve
+ Analytical thinking abilities to understand and manage all aspects of investment management
+ Excellent teamwork/interpersonal skills with proven ability to work effectively in diverse situations
+ Oriented to continuous process and productivity improvement
+ Proficient in Microsoft Office including Word, Excel, PowerPoint, Outlook
+ Believes in and promotes the American Airlines five leadership attributes:
+ Caring - We care about all team members
+ Collaboration - We succeed as a team
+ Development - We build future leaders
+ Results - We drive to be the best
+ Future - We continually challenge the status quo
**What you'll get**
Feel free to take advantage of all that American Airlines has to offer:
+ Travel Perks: Ready to explore the world? You, your family and your friends can reach 365 destinations on more than 6,800 daily flights across our global network.
+ Health Benefits: On day one, you'll have access to your health, dental, prescription and vision benefits to help you stay well. And that's just the start, we also offer virtual doctor visits, flexible spending accounts and more.
+ Wellness Programs: We want you to be the best version of yourself - that's why our wellness programs provide you with all the right tools, resources and support you need.
+ 401(k) Program: Available upon hire and, depending on the workgroup, employer contributions to your 401(k) program are available after one year.
+ Additional Benefits: Other great benefits include our Employee Assistance Program, pet insurance and discounts on hotels, cars, cruises and more
**Feel free to be yourself at American**
From the team members we hire to the customers we serve, inclusion and diversity are the foundation of the dynamic workforce at American Airlines. Our 20+ Employee Business Resource Groups are focused on connecting our team members to our customers, suppliers, communities and shareholders, helping team members reach their full potential and creating an inclusive work environment to meet and exceed the needs of our diverse world.
Are you ready to feel a tremendous sense of pride and satisfaction as you do your part to keep the largest airline in the world running smoothly as we care for people on life's journey? Feel free to be yourself at American.
EQUAL EMPLOYMENT OPPORTUNITY/ AFFIRMATIVE ACTION POLICY
American Airlines maintains a continuing policy of nondiscrimination in employment. It is our policy to provide equal opportunity and access for all persons, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or status as a disabled veteran or other protected veteran, in all phases of the employment process and in compliance with applicable federal, state, and local laws and regulations. This policy of nondiscrimination shall include, but not be limited to, the following employment decisions and practices: hiring; upgrading; promotions; demotions or transfers; layoffs; recalls; terminations; rates of pay or other forms of compensation; selection for training, including apprenticeship; and recruitment or recruitment advertising.
Investment Management Specialist
Posted 3 days ago
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San Antonio, Texas
**To proceed with your application, you must be at least 18 years of age.**
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Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for performing specialized functions across a Financial Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment products and services across the enterprise. Job expectations include leveraging specialists and financial planning tools to deliver holistic investment solutions.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Responsibilities:**
+ Maintains an understanding of the Chief Investment Office (CIO) philosophy, proprietary planning, and investment management tools
+ Monitors, analyzes, and reviews the current market environment and research portfolio recommendations
+ Monitors and manages client portfolios to align with client goals, objectives, risk tolerance, and time horizons
+ Reviews and manages team proprietary models to align with current market assumptions by participating in CIO and manager updates and reviewing reports and allocation updates
+ Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns
+ Assesses and shares pricing findings with clients to ensure understanding of the value of advice and accompanying solutions
**Skills:**
+ Causation Analysis
+ Financial Management
+ Investment Management
+ Trading Strategy
+ Trading and Investment Analysis
+ Portfolio Analysis
+ Portfolio Management
+ Price Verification and Valuation
+ Trade Monitoring
+ Trading
+ Client Investments Management
+ Client Solutions Advisory
+ Financial Analysis
+ Financial Forecasting and Modeling
+ Wealth Planning
**Required Qualifications:**
+ Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
+ SAFE Act Registration; ADV-2B Required
+ Maintain at least one firm approved designation
+ Possess and demonstrate strong communication skills
+ Thorough knowledge and understanding of the suite of Wealth Management products and services
+ Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk
+ Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures
+ Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way
**Desired Qualifications:**
+ CFA designation
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
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Investment Management Summer Analyst
Posted 2 days ago
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Investment Management Summer Analyst page is loaded
Investment Management Summer Analyst Apply locations City Office Newport, Newport Beach, CA time type Full time posted on Posted 5 Days Ago job requisition id R0164121ABOUT GREYSTAR
Greystar is a leading, fully integrated global real estate company offering expertise in property management, investment management, development, and construction services in institutional-quality rental housing. Headquartered in Charleston, South Carolina, Greystar manages and operates over $300 billion of real estate in nearly 250 markets globally with offices throughout North America, Europe, South America, and the Asia-Pacific region. Greystar is the largest operator of apartments in the United States, manages over 1,000,000 units/beds globally, and has a robust institutional investment management platform comprised of nearly $8 billion of assets under management, including over 35 billion of development assets. Greystar was founded by Bob Faith in 1993 to become a provider of world-class service in the rental residential real estate business. To learn more, visit .
JOB DESCRIPTION SUMMARY
The Greystar Summer Internship Program is a 10-week experience where youll work on impactful projects, build in-demand skills, and connect with industry leaders. Youll join one of our core business functionsDevelopment & Construction, Investment Management, Property Management, or Enterprise Servicesand contribute directly to your teams work, while program events and trainings give you insight into all areas of our business.Highlights include: Executive Speaker Series, Business Segment Trainings, Mentor Relationships, Site Visits, Community Outreach, and Networking Opportunities.
Youll conclude the program by presenting a Final Capstone Project that showcases your ideas, learnings, and impact.
The Greystar Intern Program will run from June 1, 2026, to August 7, 2026.
JOB DESCRIPTION
As an Investment Management Summer Analyst , youll help execute investment strategies by analyzing market, property, and portfolio data, building financial models, and preparing materials for stakeholders. Youll gain exposure to the full investment lifecyclefrom market research and acquisitions to portfolio performancewhile working with teams across the organization.
- Build and update financial models to evaluate investments and track portfolio performance.
- Prepare investment memos, market summaries, and presentations for committees and partners.
- Conduct market research and analyze trends, risks, and opportunities.
- Assist with due diligence, data review, and findings documentation.
- Monitor operational and leasing metrics to support reforecasting and strategic planning.
- Maintain deal trackers, timelines, and deliverables.
- Partner with internal teams to support initiatives and improve performance
Qualifications:
Strong desire to learn the real estate industry
Quantitative background and analytical problem-solving ability
Strong, precise written and verbal communication skills with the ability to articulate complex topics
Enrolled in a bachelors degree program in real estate, finance, business, or a related major
Graduating between December 202 6 and May 202 7
Additional Compensation :
Many factors go into determining employee pay within the posted range including business requirements, prior experience, current skills and geographical location.
Corporate Positions :Inaddition to the base salary, this role may be eligible to participateina quarterly or annual bonus program based onindividual and company performance.
Onsite Property Positions :Inaddition to the base salary, this role may be eligible to participatein weekly, monthly, and/or quarterly bonus programs.
Benefits Offered for Temporary Team Members* :
Employee Assistance Program
Paid sick time
*For Union and Prevailing Wage roles compensation and benefits may vary from the listed information above due to Collective Bargaining Agreements and/or local governing authority.
Greystar will consider for employment qualified applicants with arrest and conviction records.
#J-18808-LjbffrInvestment Strategist, Portfolio Management
Posted today
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Senior Analyst - Investment Management
Posted 9 days ago
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Senior Analyst - Investment Management page is loaded
Senior Analyst - Investment Management Apply locations Atlanta, GA time type Full time posted on Posted 29 Days Ago job requisition id R-103745Job Description
Senior Analyst Investment Management
The Senior Analyst Investment Management will assist the Asset Management team with various functions including the preparation of budgets and rate plans, financial modeling, lender reporting, appraisal review, tax research, ad hoc analyses with varying levels of complexity, and supporting transactions including refinances, recapitalizations, and dispositions.
Reports to: Director Asset Management
Direct Reports: None
Duties/Responsibilities: The duties listed below are an outline of the roles responsibilities and should not be considered an all-inclusive list. As the needs of the organization change, these duties may be modified as needed.
- Leverage financial models to forecast deal-level returns and put together hold/sell/refinance recommendations for distribution to management and equity partners
- Facilitate transactions by compiling and reviewing due diligence materials and drafting responses to inquiries from brokers and potential investors
- Prepare and review weekly leasing updates for distribution to equity partners
- Perform ad-hoc financial analysis for distribution to management, lenders, and equity partners
- Assist Asset Managers with the review of rate plan and budget targets for each asset and provide feedback to leasing and operations teams based on prior year approved values, actual operating performance, and relevant underwriting
- Assist the Asset Management team in the preparation of quarterly investor reporting
- Interface with external groups lenders, consultants, brokers and provide subject-matter insights to Asset Management team in specific functional areas such as property taxes, loan compliance and capital projects
- Travel to markets with Asset Managers to gain insight into market trends and property operations
Education & Experience
- 2-3 years of Commercial Real Estate experience is preferred.
- Bachelor's degree preferably with a focus in Business, Real Estate, Finance, or other relevant subject matter.
Preferred Knowledge, Skills, & Abilities .
- Attention to detail and ability to handle multiple simultaneous projects.
- Understanding of financial concepts, (i.e. IRR, ROE) and the ability to apply that in an excel model.
- Proficiency in Microsoft Windows-based software applications and advanced level of Excel skills required.
- Strong analytical and research capabilities with outstanding organization skills.
- Excellent interpersonal, written and verbal communication skills.
- Multifamily/Student Housing experience preferred but not required.
Work Environment
- The work environment characteristics described herein are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate to low.
- Travel: 10%
Physical Demands:
- The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl and talk or hear.
- Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus.
- The employee may infrequently drive a vehicle (intrastate and interstate travel) or be subject to air travel for purposes of Company business.
#LI-LF1
Landmark Properties is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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