Senior Analyst - Investment Management

Job 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 : Associate Vice President - Asset Management

Direct Reports : None

Duties / Responsibilities : The duties listed below are an outline of the role's 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

Preferred Knowledge, Skills, & Abilities .

Work Environment

Physical Demands :

#LI-LF1

Landmark Properties is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.