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Investment Analyst

Investment Analyst

SROA PROPERTY MANAGEMENT, LLCWest Palm Beach, FL, US
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Job Description

Job Description

Become the newest member of our exciting team at SROA Capital as we redefine self-storage!

At SROA, we offer a career and opportunity to grow. We strongly believe in growing our talent and promoting within. We are proud to be honored as one of the TOP WORKPLACES of South Florida by the Sun Sentinel two years in a row.

SROA Capital is a vertically integrated private equity real estate and technology platform that has evolved into a global asset manager with a successful track record of providing risk adjusted returns to its partners through its focused strategy of investing in self-storage. SROA is headquartered in West Palm Beach, FL and has invested, redeveloped, and developed self storage across the risk spectrum in major and secondary markets across the United States under the brand Storage Rentals of America and the UK under the brand Kangaroo Self Storage with approximately 900 employees globally.

The Investment Analyst will work with our investment team to support the underwriting and due diligence of potential real estate transactions and contribute to strategic decision-making processes.

Responsibilities :

  • Assist in evaluating prospective acquisitions of properties throughout the U.S. in niche asset classes.
  • Analyze income statements, financial and operational reports.
  • Work with investment team to prepare underwriting models and investment committee memos.
  • Assist in building and maintaining database of potential acquisitions.
  • Assess macroeconomic factors, demographic trends and local market dynamics to forecast real estate market conditions and identify emerging investment opportunities.
  • Analyze property performance metrics, including occupancy rates, expenses and market trends to assess investment viability and potential returns.
  • Prepare investment memos, presentations, and reports to communicate investment recommendations to senior management.
  • Stay informed about industry trends, regulatory changes and economic developments that may impact real estate investment strategies and portfolio performance.
  • Other duties and projects that support the department’s goals.

Qualifications :

  • Undergraduate degree in Economics, Finance, Accounting, Real Estate, Insurance, Banking, or related field.
  • 1-2 years or more proven experience as an investment analyst or real estate analyst with a focus in commercial real estate – self storage experience a plus.
  • Advanced proficiency in Microsoft Suite; specifically in Excel and PowerPoint.
  • Strong analytical skills and proficiency in financial modeling, property valuation and investment analysis techniques.
  • Familiarity with real estate investment software, databases and market research tools (e.g., CoStar, ARGUS, REIS, Yardi Voyager, Sage)
  • Ability to collaborate effectively with cross-functional teams
  • SROA Offers :

  • Competitive pay with bonus potential
  • UKG Wallet – on-demand pay option
  • 100% paid medical coverage options for employee-only
  • Dental and vision plans for optimal care
  • Eight (8) paid holidays
  • Generous Paid Time Off (PTO), increasing with years of service
  • Paid Maternity and Parental Leave for growing families
  • 401(k) with substantial employer match and 100% immediate vesting
  • Flexible Spending Accounts (FSA), Health Savings Accounts (HSA), and Dependent Care Flexible Spending Accounts (DCFSA) for tax-advantaged savings
  • GAP Insurance for added financial protection
  • Employer-paid Life Insurance and Short-Term Disability coverage
  • Long-Term Disability (LTD) coverage for added peace of mind
  • Pet insurance – because your pets are family too
  • Storage Discounts to help you declutter and organize
  • Access to Voluntary Benefits for personalized coverage
  • Learning and development opportunities to maximize your potential and excel in your career
  • A great culture that values collaboration, innovation, and inclusivity
  • SROA is an Equal Opportunity employer and uses the federal government E-Verify system to verify employment eligibility.

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    Investment Analyst • West Palm Beach, FL, US

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