The Investment Analyst performs various functions in providing effective oversight to their clients’ property assets and are responsible for monitoring property performance and maximizing property revenue for their clients.

Responsibilities:

• Perform financial analyses for the purchase of Real Estate Investments, including cash flow, debt and equity projections.
• Modeling to include multi-year projections, sensitivity analyses, investment returns, rollover projections, renovation/rehabilitation budgeting, exit analysis, etc.
• Qualify potential acquisition opportunities to determine worthiness of underwriting
• Assist in the collection and review of due diligence items.
• Research and compile relevant investment and market data.
• Provide acquisition support from preliminary underwriting through property on-boarding.
• Perform financial analyses for the sale of Real Estate Investments.
• Modeling to include sources & uses estimates, sensitivity analyses, yield maintenance/defeasance estimates, investment returns, review of HUD-1 calculations, closing prorations, etc.
• Qualify potential disposition opportunities to determine viability.
• Assist in the collection and distribution of due diligence items to Investment Sales brokers, lenders and potential buyers during sale process.
• Provide disposition support from preliminary underwriting through property off-boarding.
• Provide support in the preparation of Investment Offering packages.
• Assist with the presentation of Acquisition, Disposition and Refinance scenarios to internal Investment Committee.
• Work with Finance Department to maintain investment performance records for existing and future portfolio.
• Assist in the preparation of correspondence with Equity Investors, Lenders and Servicers.
• Provide ad-hoc analyses for Blue Ocean Investors & Lenders as-needed .

Requirements:

• 2 years proven experience in similar roles.
• Bachelors degree in Finance, Business Administration, Accounting or related field.
• Able to perform financial analysis, including ROI, IRR, and discounted cash flow modeling.
• Proficiency in Microsoft Office and industry-related software including Word, Excel, Projects, and Outlook are required.
• Strategically minded with strong analytical and problem-solving skills.
• Excellent organizational and managerial expertise

Job Type: Full-time