Financial Markets Consultant providing analytical, project management support in financial markets for sustainable development initiatives. Collaborating with internal teams and external stakeholders to enhance evidence - based decision - making.
About the role
- 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
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Financial Analyst supporting accounting and finance functions through data entry and analysis at Bal Seal Engineering. Maintaining financial records and preparing reports for management.
Financial Reporting Manager at AirPro Diagnostics managing accounting and financial reporting tasks. Overseeing consolidated reporting and operations with potential advancement to Controller.
Group Finance Manager overseeing financial health and integrity for Aqua Expeditions. Responsible for managing accounting tasks and ensuring compliance with relevant standards.
Provide executive leadership to Finance Technology for Navy Federal Credit Union. Develop strategic plans and oversee Finance Technology product lifecycle operations.
Finance Manager providing financial planning and analysis to LATAM Go - To - Market Organization at Salesforce. Managing forecasting processes and cross - functional relationships for optimal business performance.
Finance Business Partner responsible for financial planning and performance analysis for Brambles’ Data & Analytics function. Collaborating closely with senior leaders to provide strategic financial insights and support digital transformation efforts.
Senior Finance Manager providing strategic financial insights for PDS LATAM business. Leading financial planning and analysis while driving revenue growth and margin expansion.
Financial Services Specialist providing financial reviews and assisting customers in selecting life and financial products. Engaging customers and hosting educational seminars for wealth management services.
Financial Services Administrator handling pension transfers and customer queries at interactive investor, a leading investment platform in the UK.