17 days old

Investment Analyst

Varsity Campus
Charlotte, NC 28203

POSITION SUMMARY


Under general direction, the Investment Analyst will contribute to the execution and implementation of the platforms strategy by engaging in all investment management core competencies. This role will work closely with the senior members of the Investment team and follow their directives. This position reports to the Chief Executive Officer.




ESSENTIAL FUNCTIONS



  • This employee will work collaboratively supporting the Corporate team in both investments/underwriting and investment management: underwriting/analyzing speculative and build to suit industrial development opportunities, entitling, design and construction oversight, leasing, sale/disposition, assisting in the preparation of investment materials for investment committee, investors, lenders, partners and other stakeholders, as well as structuring/analyzing capital markets driven deliverables

  • Create and manage underwriting models for prospective investments including analysis of debt and equity capitalization options and related returns and distribution

  • Prepare investment presentations and packages for institutions, investors, lenders, partners, and other constituents

  • Compile market research data on existing and proposed competing properties, sales and leasing comparables, and other macro and micro market factors

  • Assist with project entitlement processes and other applicable project approvals

  • Coordinate due diligence and closing relating to project specific requirements and Varsity Campuss diligence checklist; coordinate lender and equity partner due diligence processes/requests

  • Prepare and participate in other necessary acquisition due diligence analysis including lease audit, unit walks, hiring and managing 3rd party engineers and environmental consultants, replacement cost analysis, sales comp analysis, and development pipeline summaries and rent comparables summaries

  • Review performance of investments compared to initial underwriting

  • Assist in future capital events including refinances, recapitalizations and dispositions

  • Inspects properties to ensure the highest standards are maintained; evaluates maintenance, grounds, and housekeeping operations in areas of efficiency. Conducts periodic inspections of vacant apartments for market-ready condition in cooperation with Facilities Managers.

  • Supervises and coordinates preparation of annual operating and capital budgets; monitors and makes recommendations on budget performance and prepares monthly or quarterly summary report of same.

  • Maintain complex real estate financial models to analyze returns, using Microsoft Excel and proprietary proforma

  • Review local market reports for information on current and future expected rent growth, occupancy, pipeline, etc

  • Reconciliation of proforma NOI to actual NOI on new investments and research variance

  • Research and compile demographic and economic information for relevant submarkets for all projects

  • Assist in special projects or activities as designated by the company including company sponsored functions or participation in industry functions

  • Verify/obtain government approvals and permits

  • Coordinate with construction department on pricing, reports, invoices, change orders, etc





REQUIREMENTS



  • Bachelors Degree from an accredited university.

  • Required to travel up to 30%.

  • Knowledge of Federal, State and Local Policies, and Fair Housing policies.

  • Excellent written, oral communication and presentation skills.

  • Ability to understand and respect values, attitudes, and beliefs that differ across cultures and to respond appropriately to these differences with participants and in planning, implementing, and evaluating programs and services.

  • Proficiency in MS Office Suite and Entrata.



 


BENEFITS



  • Health Plan Options

  • Dental and Vision

  • 401(k) with dollar for dollar up to 4% match

  • Company paid Term Life and Long-Term Disability

  • Paid Vacation

  • Paid Sick

  • Paid Holidays



 


 


Varsity Campus is committed to diversity in its workplace, and applicants from all backgrounds are encouraged to apply.

Categories

Posted: 2022-07-21 Expires: 2022-08-20

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Investment Analyst

Varsity Campus
Charlotte, NC 28203

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