Stoltz Management of Delaware
Senior Real Estate Analyst
Stoltz Management of Delaware, Bala Cynwyd, Pennsylvania, United States, 19004
Position: Senior Real Estate Analyst
Department: Capital Markets
Supervisor: Co-CEO & Chief Operating Officer
Apply below after reading through all the details and supporting information regarding this job opportunity.
JOB SUMMARY: Real Estate private equity firm with extensive holdings throughout the U.S. is seeking a highly motivated and talented Senior Analyst to join its Philadelphia investment team. The Analyst will be actively involved in acquisitions, dispositions, and asset / portfolio management, as well as investor reporting and fundraising activities. The firm’s portfolio includes office, retail, industrial and multi-family properties. The successful candidate must be detail-focused, able to interface with senior management and thrive in a team-oriented environment.
Essential Functions:
Create and/or modify complex cash flow projections with certainty of correctness for new and existing assets using Argus and Excel Continually update fund models– fund models include aggregate property cash flows and contain metrics including Gross and Net IRR and Equity Multiple calculations with post-acquisition financings and use of a credit facility Oversee and review work completed by other capital markets analysts to ensure accuracy Assist in the due diligence for acquisitions and dispositions including comprehensive review of leases, property agreements, budgets, and operating statements Oversee and perform reporting functions: Management of the data repository Responding to investor and prospective investor data requests Creation of the annual investor presentations as well as the quarterly newsletters Support the asset management team in preparing budgets and annual property business plans Prepare comprehensive memorandums for presentation to the firm’s investment committee on new acquisitions and sales of existing investments Assist in transitioning new acquisitions to in-house property management, leasing, accounting and construction teams and work with these teams on an on-going basis to maximize the value of the firm’s investments Assist in the preparation of quarterly investment reports to senior management Keep current on market trends / dynamics where the firm has existing investments and in markets the firm is targeting Perform other duties as assigned
Qualifications/Requirement: Exceptional analytical and quantitative skills Superior oral and written communication skills; excellent interpersonal skills Ability to calculate complex IRRs and equity multiples Detailed understanding of fund waterfall mechanics including GP Promote, GP catch-up, hurdle rates, etc. Ability to handle multiple, concurrent complex assignments with moderate supervision Demonstrated progressive history of achievement High-energy, detail-focused individual with unquestionable integrity Thorough understanding of investment fund economics Pro-active, solutions-oriented mindset with a strong focus on meeting deadlines Ability to work independently and collaboratively and thrive in a result-oriented environment
Experience/Education: Bachelor’s Degree in Finance, Math, Business, or Economics with an understanding of Commercial Real Estate strategies Mastery of Argus and Microsoft Office Suite 2+ years of exceptional performance with a private equity real estate investment firm 4+ years of financial modeling experience VBA writing experience preferred Master’s or MBA degree preferred
Apply below after reading through all the details and supporting information regarding this job opportunity.
JOB SUMMARY: Real Estate private equity firm with extensive holdings throughout the U.S. is seeking a highly motivated and talented Senior Analyst to join its Philadelphia investment team. The Analyst will be actively involved in acquisitions, dispositions, and asset / portfolio management, as well as investor reporting and fundraising activities. The firm’s portfolio includes office, retail, industrial and multi-family properties. The successful candidate must be detail-focused, able to interface with senior management and thrive in a team-oriented environment.
Essential Functions:
Create and/or modify complex cash flow projections with certainty of correctness for new and existing assets using Argus and Excel Continually update fund models– fund models include aggregate property cash flows and contain metrics including Gross and Net IRR and Equity Multiple calculations with post-acquisition financings and use of a credit facility Oversee and review work completed by other capital markets analysts to ensure accuracy Assist in the due diligence for acquisitions and dispositions including comprehensive review of leases, property agreements, budgets, and operating statements Oversee and perform reporting functions: Management of the data repository Responding to investor and prospective investor data requests Creation of the annual investor presentations as well as the quarterly newsletters Support the asset management team in preparing budgets and annual property business plans Prepare comprehensive memorandums for presentation to the firm’s investment committee on new acquisitions and sales of existing investments Assist in transitioning new acquisitions to in-house property management, leasing, accounting and construction teams and work with these teams on an on-going basis to maximize the value of the firm’s investments Assist in the preparation of quarterly investment reports to senior management Keep current on market trends / dynamics where the firm has existing investments and in markets the firm is targeting Perform other duties as assigned
Qualifications/Requirement: Exceptional analytical and quantitative skills Superior oral and written communication skills; excellent interpersonal skills Ability to calculate complex IRRs and equity multiples Detailed understanding of fund waterfall mechanics including GP Promote, GP catch-up, hurdle rates, etc. Ability to handle multiple, concurrent complex assignments with moderate supervision Demonstrated progressive history of achievement High-energy, detail-focused individual with unquestionable integrity Thorough understanding of investment fund economics Pro-active, solutions-oriented mindset with a strong focus on meeting deadlines Ability to work independently and collaboratively and thrive in a result-oriented environment
Experience/Education: Bachelor’s Degree in Finance, Math, Business, or Economics with an understanding of Commercial Real Estate strategies Mastery of Argus and Microsoft Office Suite 2+ years of exceptional performance with a private equity real estate investment firm 4+ years of financial modeling experience VBA writing experience preferred Master’s or MBA degree preferred