Investment Analyst
Job Details
Corporate Office - Costa Mesa, CA
Full Time
Description

Title:

Investment Analyst

Date:

June 2021

Department:

Development  

# Direct Reports:

None

Reports to:

(Title of Manager)

Senior Vice President, Investments

FLSA Status:

Non-exempt

Position Summary

The Investment Analyst II is the supporting function to the Vice President, Investments, can be multiple levels of experience and responsibility.  Generally involved in preparing financial analysis, leasing analysis, preparation of project reports, budget preparation/tracking, and coordination with various levels of governmental agency review and oversight.

Essential Job Functions

  1. Acquisitions/Dispositions Acts as one of the company's liaisons for acquisitions/dispositions and is responsible for managing post close items until all open items are closed out and ensures all final closing documents are saved to company's database.
  2. Assist the Senior Vice President of Investments in coordinating acquisition and disposition transactions, including underwriting, working with brokers, buying and selling parties, attorneys, escrow and title; internally coordinating with accounting, property management, construction, leasing and MRI in order to facilitate the acquisition or disposition.
  3. Assist in providing Executive level and transaction members of the company with pertinent information and analysis so that they are able to make educated decisions on an acquisition or disposition.
  4. Prepare Internal Rate of Return report on the two-year anniversary of an Acquisition to Executive level members.

 

Development

  1. Coordinates title, escrow and loan documents for acquisitions. 
  2. Prepares and tracks estoppels for both acquisitions and dispositions.
  3. Coordinates title, escrow and loan documents for acquisitions. 
  4. Runs operational reports – lease profiles, sales, rent rolls, lease expiration reports, exclusives, and tenant types
  5. Assist in financial analyses necessary to underwrite potential acquisition and development opportunities to determine feasibility.
  6. Prepares investment packages highlighting potential acquisition and development opportunities.
  7. Inputs baseline data for Argus modeling of potential acquisitions. 
  8. Updates Excel based development proforma with board approved changes.   
  9. Creates and monitors IRR for newly acquired properties.
  10. Updates and maintains acquisitions and development database.
  11. Updates acquisitions tracking Excel.
  12. Other duties as may be assigned.
Qualifications

Education

This position requires a Bachelor’s Degree level of education with emphasis in Business Administration or other related discipline; or equivalent combination of education and experience.

Additional degree(s) that are preferred for this position include:

None.

Work Experience

 Below is the required/preferred work experience for this position:

Length in experience

Type of work experiences

Specific duties

Required/Preferred

3 – 5 years

Knowledge and experience in practices in real estate for a variety of shopping centers including community and power centers, covering a spectrum of properties from upscale to distressed real estate.

 

Required

 

Advanced knowledge of MS Office, Excel, PowerPoint, and Outlook required.

 

Preferred

Note:  7-10 years of experience can offset minimum educational requirement for this position

Licenses & Certificates

None

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