Analyst, Acquisitions

Analyst, Acquisitions

Base Annual Compensation: $80,000-$100,000 (depending on experience)

Reports to: Associate, Acquisitions

Primary Function: Acquisitions

Status: Full-time, Exempt

Location: San Francisco, CA

Summary

Ballast Investments ("Ballast" or "The Company") is seeking an Analyst, Acquisitions to support our rapidly growing team. Under the general supervision of the Investments Team, the Analyst will be responsible for activities relating to the financial analysis and operations of Ballast's investment portfolio. As the Analyst gains experience and knowledge, the level of contribution from a financial analysis perspective is expected to increase.

The Company is a vertically-integrated owner-operator of multifamily, student housing, and single family rental assets in the greater Western United States. The Company has several strategic partnerships with global institutional capital providers and has experienced strong growth since its founding in 2014.

Ballast employs over 250+ real estate professionals whose mission is to create value by acquiring, developing, and managing our dwellings with exceptional care through an integrated approach. Our culture is founded on teamwork, authenticity, integrity and excellence. Through a shared purpose and common goal, the organization is built to serve its partners and communities within which it invests.

Primary Responsibilities

• Develop and maintain detailed financial models to support the underwriting and valuation of potential acquisitions
• Assist in actively sourcing and identifying potential real estate acquisition opportunities through market research, networking, and relationship building
• Evaluate potential deals based on financial models, market analysis, and investment criteria to assess their viability and alignment with the company's investment strategy
• Provide market research and analysis to support investment decisions
• Proactive transaction pipeline management and reporting
• Assist in fundraising efforts by attending investor meetings and building out Ballast's CRM database
• Assist in preparing analyses on transactions or other ad hoc requests from investors
• Collaborate with cross-functional teams to conduct thorough due diligence on potential acquisitions, covering legal, financial, and physical aspects
• Work closely with legal, finance, asset and property management to ensure a seamless transaction and transition process from initial negotiations to closing
• Stay abreast of real estate market trends, economic indicators, and industry developments to identify emerging opportunities and potential risks
• Assist in the preparation of investment memoranda, presentations, and other materials for internal and external stakeholders
• Cultivate and nurture relationships with brokers, sellers, and other industry professionals to enhance deal flow and stay informed about market dynamics
• Maintain detailed sales comp tracker and otm tracker
• Lead special projects as assigned and complete high-quality deliverables

Minimum Requirements and Qualifications

• Bachelor's degree in Business, Finance, Accounting, Real Estate, Economics or a related field
• 1-3 years of experience in real estate acquisitions or investment, private equity, investment banking, or a related field
• Knowledge of real estate markets, valuation techniques, and investment strategies
• Strong financial modeling and analytical skills
• Dealcloud experience is a plus

Key Skills and Competencies

• Excellent communication skills and ability to work collaboratively in a team-oriented environment
• Committed to high standards of excellence and ethics
• Effectively identify issues and formulate solutions
• Capability to think critically, solve problems logically, and make well-reasoned business decisions
• Ability to probe, ask the right questions, and dig beneath the surface to test the validity of information
• Discretion and commitment to maintaining confidentiality
• Able to maintain effective documentation with a strong attention to detail
• Goal-oriented and diligent

Ballast Investments is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment, and we prohibit discrimination and harassment of any type based on race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Ballast Investments is also committed to compliance with all fair employment practices regarding citizenship and immigration status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.