Financial Analyst

Madison Capital Group, LLC is a Private Real Estate private equity firm headquartered in Charlotte, NC with investments throughout the U.S. is seeking a highly motivated and talented analyst to join its investment team. We focus on the Self Storage sector, under our Go Store It brand, and the development of suburban garden Multi Family properties. The individual will be actively involved in acquisitions, dispositions and asset / portfolio management. The successful candidate must be detail-focused, able to interface with senior management and thrive in an entrepreneurial, results-oriented environment.

Responsibilities:

• Create and/or modify complex cash flow projections with certainty of correctness for new and existing assets using Excel
• Continually update fund models– fund models include aggregate property cash flows and contain metrics including Gross and Net IRR and Equity Multiple calculations with post-acquisition financings and use of a credit facility
• Assist in the due diligence for acquisitions and dispositions including comprehensive review of leases, property agreements, budgets and operating statements
• Prepare comprehensive memorandums for presentation to the CIO and CEO on new acquisitions and sales of existing investments
• 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
• Assist in the preparation of quarterly investment reports to senior management

• Keep current on market trends / dynamics where the firm has existing investments and in markets the firm is targeting

Qualifications/Requirement:

• Exceptional analytical and quantitative skills
• Superior oral and written communication skills; excellent interpersonal skills
• Ability to calculate complex IRRs and equity multiples
• Detailed understanding of fund waterfall mechanics 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
• Mastery of Argus and Microsoft Office Suite
• 2+ years of exceptional performance with a private equity real estate investment firm
• 4+ years of financial modeling experience

• VBA writing experience preferred
• Master’s or MBA degree preferred

Benefits

• Medical Insurance 
• Dental & Vision Insurance