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Investment Associate/Commercial Real Estate

Salary
Competitive
Employment
Full Time
Real Estate Field
Location
San Rafael
 CA
Postal Code
94901
Country
United States

This job is no longer active.

Description


Investment Associate Position

 

Company Background

United Growth is a national real estate investment management and development company specializing in net leased retail projects.  The Principals of the Firm have acquired and managed real estate equity investments for institutions and private investors, ranging from core to opportunistic strategies. The Firm is directed by a complete management team with diversified real estate experience (including significant experience with prominent real estate investment institutions) in the acquisition, re-positioning, development, construction, leasing, financing and operating of retail property. Principals of the Firm currently operate a portfolio of net leased retail investments located across the United States with creditworthy tenants.

 

We are currently seeking candidates to fill an Investment Associate position in San Rafael, CA, an integral role in our Transactions and Portfolio Management Groups. The successful candidate will have the analytical skills to accurately underwrite prospective investments, technical skills to manage information and possess excellent verbal and written communication skills. Strong interpersonal abilities are needed to interface with internal executives, investors and vendors.

 

Responsibilities

Provide commercial real estate financial analysis and technical support in acquiring, financing, developing, valuing assets and evaluating asset / portfolio returns.

 

Transactions

  • Prepare investment committee memorandums and assist with preparation of meetings.
  • Prepare detailed financial analytics in Excel and Argus to compare alternative investment scenarios of debt and joint venture structures.
  • Research market information to evaluate prospective new investment opportunities and develop defensible assumptions, including robust capitalization rate comparisons.
  • Communicate with lenders on financing packages, lender due diligence, and loan closings.
  • Source off-market assets through use of CoStar.
  • Perform valuation of each asset on a quarterly basis, working with analytical staff.
  • Draft hold/sell analysis with preparation of cash flows, construction budgets, distribution analysis, and investment projections.
  • Manage DealPath, the transactions database and prepare internal reports.

Portfolio Management

  • Providing analytical support to Portfolio Manager for strategy development and efficient portfolio planning/construction.
  • Conducting performance measurement and attribution analysis.
  • Writing and reviewing quarterly performance reports to Investment Committee.
  • Responsible for coordinating monthly property reports, quarterly investor reports, quarterly cash forecast reports, quarterly portfolio performance metrics summary, etc.
  • Assist in the planning and preparation of presentations and reports for various investment entities.
  • Enhance and maintain client-specific spreadsheets and reports as needed.
  • Assist Portfolio Manager to foster strong investor relationships.

Qualifications

  • B.A./B.S. in Economics, Business, Finance, Accounting or related field.
  • 5-plus years of real estate experience, preferably with retail shopping centers.
  • Sound fundamental knowledge of financial analysis, real estate valuations and accounting.
  • Excellent analytical, quantitative and problem solving skills, with the ability to simultaneously manage multiple projects.
  • Highly proficient and experienced in MS Excel, PowerPoint, CoStar and Juniper Square.
Strong personal initiative and desire to succeed in a demanding, entrepreneurial environment, self-starter, multi-tasking.

This job is no longer active.

Finance / Investment Retail San Rafael Full Time CA Financial Analysis, Investment Management, Portfolio Management Investment Associate other