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Investment analyst • usa

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Investment Analyst

Investment Analyst

SelectLeadersDallas, TX, United States
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Founded in 1965 by Mack Pogue as Lincoln Property Company, Willow Bridge Property Company is one of the United States' most respected full-service residential property companies, operating a succes...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Investment Analyst

Investment Analyst

NYU Rory Meyers College of NursingNew York, NY, United States
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The Investment Analyst will work closely with the Investment Office team to support the management of New York University’s endowment. Provide critical due diligence, research, and analysis across p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Investment Analyst

Investment Analyst

NorthPoint Development LLCKansas City, MO, US
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This is an in-office role in Kansas City, MO.NorthPoint is a real estate developer that has grown through combining an entrepreneurial spirit and empowerment of its team members.The Investment Anal...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Investment Analyst

Investment Analyst

Capstone CompaniesNashville, TN, United States
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Capstone is the #1 privately owned multi-family brokerage nationwide.Be a self-starter, egos checked at the door, embrace the chaos). Coordinate deal servicing and transaction management needs, incl...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Investment Analyst

Investment Analyst

Halo Investing IncChicago, Illinois, USA
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Halo Investing is an award-winning technology platform that disrupts how protective investment solutions are used worldwide. Headquartered in Chicago with employees worldwide were on a mission to ch...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Investment Analyst

Investment Analyst

Indotronix International CorporationIndianapolis, Indiana, United States
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We currently have an opportunity in our Investment Operations Department for an Analyst who will be responsible for processing account transactions and reconciliations, generating reports, and acti...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Investment Analyst

Investment Analyst

Hamilton CapitalColumbus, OH, US
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Serve First - Be Insightful - Guide Forward - Collaborate - Make it Happen.At Hamilton Capital, culture is the cornerstone of how we do business. We trust that an environment that encourages innovat...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
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Investment Analyst

Investment Analyst

Willard RetailBethesda, MD, United States
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Willard Retail is a fully integrated real estate company with a concentration of retail and retail mixed-use properties.Willard Retail maintains a track record of superior results achieved through ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Investment Analyst

Investment Analyst

AscensusBoston, MA, United States
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Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better toda...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Investment Analyst

Investment Analyst

GE AerospaceNorwalk, CT, United States
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The Investment Analyst will be part of the team overseeing DB pension assets on behalf of General Electric Pension Trust. The Candidate will serve as a key member of the Absolute Return team focusin...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Investment Analyst

Investment Analyst

EisnerAmperOwings Mills, MD, United States
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Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to businesses, individuals, families, and institutions.Our firm ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Investment Analyst

Investment Analyst

LeafHouseAustin, TX, United States
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Employment Type : Full-Time, In-Office Position.A technology company dedicated to developing investment solutions for the retirement plan industry. LeafHouse specializes in creating investment soluti...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Investment Analyst

Investment Analyst

SetpointAustin, TX, US
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At Setpoint Capital, we focus on asset-backed private credit investments where we can bring unique value through our technology, operations, and insights. We integrate financial expertise with opera...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Investment Analyst

Investment Analyst

HEI Hotels and ResortsOxnard, CA, US
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The Manager, Investments is responsible for participating and coordinating market due diligence / feasibility analysis, developing the proforma for each target acquisition / development, and supporting...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Investment Analyst

Investment Analyst

NorthPoint DevelopmentKansas City, MO, US
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Curious about a career with NorthPoint?.NorthPoint is a real estate developer that has grown through combining an entrepreneurial spirit and empowerment of its team members.We are looking to add an...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Investment Analyst

Investment Analyst

PPR Capital ManagementWayne, PA, United States
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A rapidly growing fund management company, with a reputation as one of the 'Best Places to Work' in our region, is seeking a talented individual to join its collaborative investment management team...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Investment Analyst

Investment Analyst

Wellington ManagementBoston, MA, United States
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Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative cul...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Investment Analyst

Investment Analyst

ZARRELLCOMalvern, PA, United States
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Apply today or send resume to rob.Investment Analyst - Commercial Real Estate firm.K base + annual bonus potential.We are working with a growing commercial real estate firm looking to add an Invest...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Investment Analyst

Investment Analyst

HEI Hotels & ResortsNorwalk, CT, United States
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HEI manages an unparalleled portfolio of leading full-service branded hotels and luxury and lifestyle independent hotels across the U. We are the acknowledged experts on upper-upscale, luxury, and p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Investment Analyst

Investment Analyst

SelectLeadersDallas, TX, United States
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COMPANY

Founded in 1965 by Mack Pogue as Lincoln Property Company, Willow Bridge Property Company is one of the United States' most respected full-service residential property companies, operating a successful portfolio in 75 markets. Headquartered in Dallas, Texas, Willow Bridge proudly employs over 5,500 team members, has built over 200,000 apartments and manages 220,000 units for its clients. To learn more, visit willowbridgepc.com.

ROLE SUMMARY

Under general supervision, the Investment Analyst provides expertise through conducting complex analyses of data and developing related reports and recommendations to support Investments in all its initiatives.

JOB ACCOUNTABILITIES

  • Support all aspects of financing activities, including capital evaluation and analysis, financial modeling, transaction execution and management, asset and loan management, derivatives, compliance, and reporting
  • Assists in underwriting real estate investment opportunities for both asset and corporate level transactions
  • Participates in the execution of real estate and real estate-related acquisitions and dispositions, including due diligence processes
  • Assists in the development and management of financial models for investments, joint ventures, scenario analysis and financing
  • Assists in Fund management, asset management and reporting
  • Participates in the research, analysis and execution of strategic initiatives

SCOPE OF RESPONSIBILITY

  • Consolidates input to decisions regarding financial transactions
  • Coordinates and executes complex analytical projects
  • Establishes working relationships with internal groups as necessary
  • Develops contacts and working level relationships with external counterparts and consultants
  • Some travel may be required

    • EDUCATION AND EXPERIENCE REQUIREMENTS

  • Undergraduate degree in a related discipline with top academic credentials
  • CPA, CFA, MBA an asset, but not required
  • 0-2 years of experience in real estate, private equity or investment banking firm in an investment, valuation and / or asset management capacity
  • Proficient in Microsoft Excel (financial modeling) and Microsoft PowerPoint

    • CORE COMPETENCIES AND SKILLS

  • Solid grounding in financial concepts, corporate finance and valuation
  • Strong written and verbal communication skills
  • Self-motivated individual with a strong work ethic and a high level of attention to detail
  • Ability to work well under pressure with multiple or competing deadlines
  • Ability to work independently and as a member of a team
  • Ability to develop working relationships with both internal and external clients
  • Basic project management skills