Investment Analyst

ROLE SUMMARY:

Under general supervision, the Investment Analyst provides expertise through conducting complex analyses of data and developing related reports and recommendations to support Investments in all of its initiatives.

JOB ACCOUNTABILITIES:

• Assists in underwriting real estate investment opportunities for both asset and corporate level transactions
• Participates in the execution of real estate and real estate-related acquisitions and dispositions, including due diligence processes
• Assists in the development and management of financial models for investments, joint ventures, scenario analysis and financing
• Assists in Fund management, asset management and reporting
• Participates in the research, analysis and execution of strategic initiatives

SCOPE OF RESPONSIBILITY:

• Consolidates input to decisions regarding financial transactions
• Coordinates and executes complex analytical projects
• Establishes working relationships with internal groups as necessary
• Develops contacts and working level relationships with external counterparts and consultants

EDUCATION AND EXPERIENCE REQUIREMENTS:               

• Undergraduate degree in a related discipline with top academic credentials
• CPA, CFA, MBA an asset, but not required
• 1-2 years of experience in real estate, private equity or investment banking firm in an investment, valuation and/or asset management capacity
• Proficient in Microsoft Excel (financial modeling) and Microsoft PowerPoint

CORE COMPETENCIES AND SKILLS:

• Solid grounding in financial concepts, corporate finance and valuation
• Strong written and verbal communication skills
• Self-motivated individual with a strong work ethic and a high level of attention to detail
• Ability to work well under pressure with multiple or competing deadlines
• Ability to work independently and as a member of a team
• Ability to develop working relationships with both internal and external clients
• Basic project management skills