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Sr Analyst, Asset Management
Sr Analyst, Asset ManagementEQ Office • Santa Monica, CA, US
Sr Analyst, Asset Management

Sr Analyst, Asset Management

EQ Office • Santa Monica, CA, US
1 day ago
Job type
  • Full-time
Job description

Senior Analyst

Senior Analyst on the Asset Management team will provide analytical support to regional and sub-regional teams charged with maximizing property values. These teams vary in location to cover the United States coast-to-coast, hitting major markets like New York, Miami, Los Angeles, San Francisco, Atlanta, Chicago, Seattle, etc. all the while exploring new gateway markets.

Major responsibilities include constructing and validating all cash flow assumptions utilized in projections; creating financial plans with Market Leads that align with property visions and business objectives; material lease analysis; modeling, due diligence and closing of dispositions; onboarding of acquisitions, and evaluating investment returns, asset sales timing, and values. Position requires ability to act as a project leader, research and challenge assumptions. The Analyst / Senior Analyst will be given direct financial responsibility for multiple assets, acting as a strategic investment advisor within their Portfolio team. The position includes travel and site visits to become an expert on asset position within the market, asset conditions and to build relationships with the EQ / Shopcore team and external brokers.

Essential Job Functions

  • Financial Goals - Act as strategic and analytical thought partner and leader to the Market Leads on all financial matters related to the health and success of the company and assets in the market.
  • Financial Planning - Create and maintain financial plan(s) with Market Leads that are aligned with the property vision, organizational values, business objectives, and operating plans to grow asset value. This includes coordination with Regional Finance on the annual budgeting and forecasting.
  • Strategic Financial Analysis - Support efforts to coordinate strategic analysis as directed by senior leadership and / or Blackstone. This includes but is not limited to hold / sell analysis, yield on cost, repositioning analysis, major lease analysis, contribution / funding requests, and real estate tax (CA Prop 13).
  • Investment Analyses - Assist the Revantage Valuations team in their preparation of quarterly valuation models to evaluate total investment return, leverage strategies, cash flow forecasting, asset sales timing and values, and distribution forecasting. Collaborate with the Market Leads on developing assumptions, communicating market developments, and assisting in broker engagements.
  • Due Diligence and Underwriting Support Investments and Capital Markets teams in underwriting, due diligence, and closing phases for disposition and debt transactions. Coordinate the flow of information & materials with various parties (buyers, sellers, lenders, attorneys, brokers); review due diligence materials (leases, financials, contracts, Offering Memorandums, Broker Opinions of Value, etc.); and prepare closing statements and memos. Review Argus files and associated financial assumptions and cash flow.
  • Organization and Communication Drive the organization and communication of key work products and information to effectively report to Market Lead and Blackstone asset or market conditions.
  • Support Portfolio Work Provide support to Asset Management Department on the following items : leadership presentations (i.e. board materials), acquisition onboarding, portfolio valuation models and walks to stabilization, coordinate on cash model reviews and lender compliance, seek and learn new technology that makes work more effective and efficient, assume additional responsibilities and perform ad-hoc analyses as needed or as assigned.

Core Competencies :

  • Attention to Detail : Thoroughness and precision in analyzing data, preparing reports, and executing transactions accurately.
  • Financial Analysis : Ability to analyze financial statements, valuation models, and financial data to assess the performance and value of companies.
  • Communication Skills : Effective verbal and written communication skills are crucial for presenting analyses, pitching ideas, and interacting with clients and colleagues.
  • Time Management : Strong organizational skills and the ability to manage multiple tasks and priorities efficiently, meeting deadlines in a fast-paced environment.
  • Resourcefulness : Accesses resources effectively and quickly to get things done; arranges information and files in a useful manner; is detail oriented.
  • Technical Competencies :

  • 1-3 years of direct Argus Enterprise experience
  • Highly proficient in excel
  • Strong understanding of financial analysis concepts such as rates of return, cash flows and net present value
  • Excellent written and verbal communication skills
  • Ability to work well under pressure - independently handling multiple competing deadlines
  • Preferred Qualifications :

  • Bachelor's degree in real estate, economics, finance or accounting with 1-3 years of real estate financial analysis experience
  • Experience within a real estate or finance-related organization, private equity, investment advisor, or REIT Ability to read and interpret lease agreements
  • Familiar with Microsoft Word, and PowerPoint
  • Knowledge of real estate fundamentals (including property management, investment trends, and leasing issues) as well as strong analytical and research abilities.
  • Willing to travel up to 15% - note upfront travel will be more
  • Benefits & Compensation :

    Benefits : The Company provides a variety of benefits to employees, including health insurance coverage, retirement savings plan, paid holidays and paid time off (PTO).

    Base Salary Range : $100,000 - $130,000. This represents the presently-anticipated low and high end of the Company's base salary range for this position. Actual base salary range may vary based on various factors, including but not limited to location and experience.

    The additional total direct compensation and benefits described above are subject to the terms and conditions of any governing plans, policies, practices, agreements, or other materials or documents as in effect from time to time, including but not limited to terms and conditions regarding eligibility.

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