Real Estate Analyst (Dallas) recruitment
This position presents candidates with a unique opportunity to join a growing group that offers significant exposure to all phases of the investment process. The Analyst will provide support to our private debt and capital markets investment strategies for the sourcing, underwriting and credit analysis of potential new investments, assist in deal closings, and be involved in post-closing portfolio management and investment monitoring. This position will be based in Dallas.
PRIMARY FUNCTIONS AND ESSENTIAL RESPONSIBILITIES
The Analyst will provide support for the sourcing, underwriting and credit analysis of potential new investments, assist in deal closings and be involved in post-closing portfolio management and investment monitoring. This position will be based in Dallas.
Key responsibilities include:
• Performing detailed financial and market analysis that forms the basis for decisions on new debt investments of the firm
• Screening new investment opportunities
• Preparing various complex financial models including cash flow analysis, debt sizing and structuring
• Preparing investment committee memos
• Analysing investment performance including maintaining and updating investment valuations and financial models as well as keeping track of relevant current market activities
• Preparing quarterly portfolio reports summarizing changes in performance and updating forecasts
• Assisting in investment closings
• Meeting with sponsors and local market participants when assessing new investment opportunities and monitoring the existing portfolio
• Direct communication with intermediaries and brokers regarding current and prospective investments
• Participation in weekly pipeline and investment committee meetings with senior professionals
• Additional duties include providing direct support as deemed necessary by senior management
QUALIFICATIONS
Education/Certification:
• Bachelor’s degree required.
Required Knowledge:
• Strong intellect with solid quantitative, financial and analytical skills.
Experience Required:
• Minimum of 2 years of relevant investment banking or principal investing experience.
Skills/Abilities:
• Advanced MS Excel modelling skills (v-lookup, macros, pivot tables).
• Intermediate MS PowerPoint skills.
• Argus modelling skills a plus.
• Self-motivated and driven; ability to work effectively in a collegial, fast moving, demanding, and dynamic environment.
• Creative problem solver.
• Exceptional interpersonal skills.
• Impeccable integrity and trustworthiness.
Compensation will be comprised of a base salary commensurate with the candidate’s experience level, along with an incentive compensation tied to the platform’s overall profitability.