Collaborate with the Equity and Structured Finance team to draft pitch materials and offering memoranda for project and portfolio level equity raises and recapitalizations.
Support in ensuring included research, financial modeling and transaction narratives are accurate.
Draft financial models for transactions, including outputs such as property level cash flows, draw schedules, investor waterfalls, and return sensitivity tables.
Utilize market information, appraisals, and other data to support quick and accurately underwriting.
Review relevant documentation, including leases, joint ventures agreements, loan documents, and appraisals to quickly identify information relevant to transaction success.
Utilize Salesforce, excel and other platforms to track and maintain a database of investor mandates, transaction comps, and market trends.
Aggregate and analyze market and investor data to help identify new prospects and optimize strategies.
Participate in weekly pipeline meetings to discuss deal flow, deal status, market conditions and review new client leads.
Support investor communication and inquiries by responding to requests for information timely and with accurate information.
Requirements
Bachelor’s Degree in Finance, Accounting, Economics, Real Estate or related discipline, required.
3+ years of experience in Real Estate, Finance, Banking or related field preferred
Multifamily, industrial, office, retail, and hospitality underwriting experience a plus
Excellent financial modeling skills including thorough knowledge of Excel, and ARGUS a plus.
Proficiency in MS Outlook, Word, PowerPoint, and Excel.
Self-motivated, team oriented, and strong time management and organizational skills to prioritize tight deadlines.
Strong research, analytical, and problem-solving skills.
Ability to analyze qualitative and quantitative information.
Ability to be proactive, anticipate demands, and accomplish tasks.
Ability to maintain confidentiality and handle sensitive materials with discretion.
Exceptional organizational, interpersonal, quantitative, writing and communication skills; able to interface with clients including top-level executives.
Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes.
Ability to accurately and productively handle multiple tasks during time sensitive situations.
Ability to problem-solve and exercise independent judgement while displaying a high degree of initiative and desire to continuously learn and advance.
Benefits
Up to 83% subsidized medical payroll deductions
Competitive dental and vision benefits
401(k) + match
Pre-tax transit and commuting benefits
A robust health and wellness program – earn cash rewards and gain access to resources that promote health, engagement, and balance
Paid maternity and parental leave, as well as other family paid leave programs
Company-paid life, short and long-term disability insurance
Health Savings Account and Healthcare and Dependent Care Flexible Spending
Career development opportunities
Empowerment and encouragement to give back – volunteer hours and donation matching
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.