Senior Investment Associate supporting investment sourcing and underwriting at Centennial Real Estate. Analyzing transactions, leading due diligence, and preparing presentations for investment committee review.
Responsibilities
Evaluate core-plus, value-add, and opportunistic investment opportunities throughout the 50 largest MSAs in the United States.
Acquisitions will primarily be focused on neighborhood and necessity-based retail Will occasionally assist in evaluating retail development opportunities.
“Evaluation of opportunities” will include financial modeling (Excel and Argus Enterprise), market analysis (retail and alternative uses such as office, multi-family, for sale housing, lodging, medical, health & wellness) and integrating land value creation and development returns for these alternative uses.
Proficient in using the internet to “fill holes” in Acquisition Submission Memos provided by Selling Brokers.
Lead retail space-by-space analysis with senior members of Centennial’s leasing This analysis will serve as the backbone for Argus modeling.
Beyond the underwriting of acquisitions, the ability to incorporate development projects into 5–10-year cash flow models. May spend 10-20% of time assisting the Development Team.
Underwriting will include preparation of Preliminary Investment (“Heads up”) Memos and Formal Investment Memos for Investment Approval, and participation in IC
Proactively respond to broker submissions of properties for sale and perform initial triage of
Underwriting efforts may include travel to acquisition targets. This travel will include touring competitive projects as well as projects where alternative uses have already been.
Manage the Acquisition Pipeline database used in Weekly Pipeline Review
Regular interactions with the entire senior management
Requirements
Bachelor’s Degree (preferably in Finance, Accounting or Real Estate).
Minimum of 5 years of real estate investment underwriting
Argus Enterprise modeling experience
Fluent in MS Office suite of products (Excel, Power Point, Word).
Strong communication skills: written and
Ability to communicate efficiently via email (brevity is essential).
High level of organization with the ability to maintain files on numerous projects
Attention to detail and ownership of investment
Proven leadership capability: mentor Investment Analysts, setting priorities for their
Entrepreneurial mindset and the ability to prioritize and multi-
Technical understanding of retail leasing mechanics (LOI, Lease Signing, Build-out, Lease and Rent Commencement).
High aptitude and proficiency in project and fund modeling (investor waterfalls) and multi-tenant commercial property (office, retail) underwriting.
Some experience in negotiating acquisition and financing documents a
Finance & Controlling Manager at BARFER’S driving financial strategies for a growing consumer - focused company. Engage with management and lead financial performance initiatives.
FP&A Manager driving financial planning and reporting processes at med - tech company Hilo by Aktiia. Focused on budgeting, forecasting, performance analysis, and business partnering for better decision - making.
Financial Analyst at University of Alberta handling budgeting, forecasting, and financial reporting. Involved in data analysis, recommendations and supporting finance partnership in research administration.
Senior Associate in Finance Consulting at PwC providing guidance on financial management and strategy. Analyze client needs and develop financial solutions to optimize performance in complex situations.
Cost & Financial Planning Analyst responsible for financial forecasting, budgeting, and reporting in a global technology company. Collaborating with leadership to analyze financial data and drive process improvements.
Financial Adviser crafting financial strategies and managing client relationships in South Africa. Providing expert advice and staying updated on market trends and regulations.
Financial Adviser promoting and providing quality financial services at Old Mutual in South Africa. Focus on building relationships and consultative selling in financial services with diverse clients.
Senior Finance Business Partner at Origina, leading budgeting, forecasting, and financial risk analysis. Support strategic initiatives and collaborate with senior leadership in a growing tech environment.
Financial Adviser providing tailored financial advice to clients at Old Mutual. Assessing financial needs and developing strong client relationships in South Africa.
Financial Adviser offering expert advice to clients in South Africa. Assisting in achieving financial goals while building strong relationships and staying informed on market trends.