Investment AnalystMiddleburg Communities • Vienna, VA, United States

Investment Analyst

Middleburg Communities • Vienna, VA, United States

1 day ago

Job type

Full-time

Job description

Description

Middleburg is a vertically integrated real estate investment, development, and construction firm specializing in attainable rental housing across the southeastern United States since 2004.

Middleburg is seeking to add a diligent and resourceful team member to the Investments team who will be involved in underwriting and conducting due diligence for new investment opportunities, investment sales, asset management, research, and reporting. This position will require daily interaction and collaboration with other teams across the organization including but not limited to Land Acquisitions, Development, Asset Management, Research, and Property Management.

This position will be full-time, in person, located in the Vienna, VA headquarters and will report directly to the Managing Director of Investments.

Essential Duties and Responsibilities :

Responsibilities for the position include, but are not limited to the following :

Underwriting

Collaborate with the Land Acquisitions, Development, and Research teams to assess investment opportunities to meet company goals regarding the development pipeline

Conduct thorough diligence on all matters relating to revenue and expense projections

Prepare complete and accurate financial models incorporating varying capital structures as advised by the Managing Direct of Investments

Routinely update and maintain Middleburg's various underwriting tools

Investment Sales

Prepare offering memorandums and supplemental marketing materials for investor / lender presentations and meetings

Adequately address investor / lender diligence questions related to underwriting

Conduct analyses related to Asset Management including but not limited to :

Internal valuations

Hold / Sell analyses

Portfolio analyses including summarizing current and historical performance

Conduct analyses related to Research including but not limited to :

Comparable sales analyses

Comparable operating expense analyses

Comparable tax analyses and tax incentives

Demographic and employment trends

As applicable, legislative changes impacting underwriting

Produce reporting including but not limited to :

Project-specific lender / investor reporting

Portfolio reporting to fund investors

Internal reporting

Requirements

Knowledge and Experience :

Bachelor's degree in accounting, finance, mathematics, economics, or related field.

Some prior acquisitions or real estate experience and / or training is a plus (0-2 years).

Eagerness to learn sourcing and acquisitions process in real estate.

Some Knowledge of the market and industry trends, cap rates, the price per unit, rents, etc.

Prior experience with evaluating, underwriting, and modeling real estate is a plus.

Must be comfortable with reviewing and understanding site selection criteria's

Comfortable with calling and contacting Brokers in order to source potential investment opportunities.

Have experience creating complex Excel spreadsheets and models.

Experience with GIS / Mapping software.

Perform other ad hoc duties as assigned.

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Investment Analyst • Vienna, VA, United States

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