Bulfinch
Investments and Asset Management Analyst
Location: Boston, MA Salary: $81,000.00 - $99,000.00 Responsibilities
Active member of both the Investment and Asset Management teams Support asset management activities including property level decision making, investor reporting, quarterly valuation, and annual budget tracking Involved with transactions from the time they are identified through underwriting, closing, development, day-to-day management, and disposition Support the analysis of investment and financing opportunities including financial underwriting, due diligence, market research, ad‑hoc analysis, and the creation of investment committee materials Take responsibility in the preparation and evaluation of sophisticated Microsoft Excel and Argus models across asset classes, including waterfall and preferred equity analyses Support the construction team with the permitting and development process when necessary Act as a liaison with external parties in organizing property tours, executing CA’s, collecting market data, and attending industry events Maintain proprietary databases and collect market research to support acquisition efforts Identify and source potential opportunities in desired markets Update and assist with drafting of presentations for both internal and external meetings Analyze and summarize various deal-related documents, including but not limited to contracts, leases, and term sheets Take ownership of ad‑hoc projects across the organization as they arise Seniority Level
Entry level Employment Type
Full‑time Job Function
Finance and Sales
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Location: Boston, MA Salary: $81,000.00 - $99,000.00 Responsibilities
Active member of both the Investment and Asset Management teams Support asset management activities including property level decision making, investor reporting, quarterly valuation, and annual budget tracking Involved with transactions from the time they are identified through underwriting, closing, development, day-to-day management, and disposition Support the analysis of investment and financing opportunities including financial underwriting, due diligence, market research, ad‑hoc analysis, and the creation of investment committee materials Take responsibility in the preparation and evaluation of sophisticated Microsoft Excel and Argus models across asset classes, including waterfall and preferred equity analyses Support the construction team with the permitting and development process when necessary Act as a liaison with external parties in organizing property tours, executing CA’s, collecting market data, and attending industry events Maintain proprietary databases and collect market research to support acquisition efforts Identify and source potential opportunities in desired markets Update and assist with drafting of presentations for both internal and external meetings Analyze and summarize various deal-related documents, including but not limited to contracts, leases, and term sheets Take ownership of ad‑hoc projects across the organization as they arise Seniority Level
Entry level Employment Type
Full‑time Job Function
Finance and Sales
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