About the role

Investment Analyst managing a portfolio of retail assets across the Southeast region. Collaborating with senior asset managers and supporting investment strategies for shopping center investments.

Responsibilities

Work directly with a senior asset manager and a team on a portfolio of shopping center investments across various markets in the Southeast region
Provide general asset management strategy and oversight for a portfolio of retail assets across varying Fund risk spectrums including pre-development, development and stabilized assets
Analyze prospective deal terms to support in the evaluation and negotiation of retail leases
Utilize Excel, Argus, and Word to prepare analyses of various investment decisions - including hold/sell, leasing, repositioning and financing scenarios
Maintain frequent contact with property managers, operating partners and leasing brokers
Review periodic property reports and track operating performance
Prepare regular updates summarizing results and respond to information requests
Review quarterly appraisals for factual accuracy and compare assumptions against other similar properties
Oversee the budget process and develop bespoke strategic plans for each property to create value and maximize returns
Prepare and/or review periodic internal reports and respond to information requests from the Portfolio Management team
Work collaboratively with the transaction team for both the acquisition and disposition of properties
Assist in the negotiation of contracts with property management and leasing firms.

Bachelor’s degree required; emphasis in real estate or finance preferred
Minimum of 1-2 years of related experience
Understanding of key real estate agreements including leases, purchase and sale agreements, management and leasing agreements, partnership agreements, development agreements and loan agreements
Understanding of basic real estate terms and concepts such as net leases, gross leases, rents, percentage rents, operating expenses, capital expenditures, recovery of expenses, and basic finance concepts such as NOI returns, cash flow returns, internal rate of return, present value/discounted cash flow, capital markets
Understanding of basic accounting concepts such as 3-statement models, general ledger entries, and credit analysis
Awareness of portfolio goals and ability to develop and monitor specific plans for individual investments that contribute to these goals
Awareness of ESG, proptech, and data initiatives
Strong interpersonal/communication skills; self-starter with a proactive mindset and ability to develop and ask questions
Negotiate acceptable terms with third parties and to make presentations to senior management, investment committee or clients, when necessary
Capability of simultaneously handling multiple assignments and to direct and monitor the activities of others on a systematic basis
High level of attention to detail to complement financial analytical skills
Ability to use financial and valuation software including Argus, Excel, and Word.

Medical, dental, vision, life insurance
Disability insurance
Paid Time Off (PTO)
Leave of absences, such as parental and military leave
401(k) plan with company match (up to 4%)
Company-funded pension plan
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program.