Investment Specialist collaborating with analysts and portfolio managers to influence client investment decisions. Representing the investment team in client meetings, supporting sales, and enhancing adviser engagement across the UK.
About the role
- Investment Associate underwriting unique leisure and entertainment real estate assets at a Kansas City-based REIT. Focus on financial modeling and investment strategy with significant growth potential in private equity.
Responsibilities
- Research & Analysis: Conduct independent market and asset research leveraging platforms like Capital IQ, CoStar, and Bloomberg to develop and maintain integrated financial models and databases that drive investment strategy.
- Transaction Evaluation: Execute initial quantitative and qualitative assessments of prospective real estate investments, crafting pricing and term recommendations to aid deal sourcing and client presentations.
- Underwriting & Due Diligence: Lead end-to-end underwriting processes encompassing financial, credit, and real estate analysis, including site visits and management interviews, to build investment theses and prepare materials for investment committees.
- Presentation & Communication: Create concise, data-backed presentations that summarize deal terms, asset performance, and market insights for senior leadership and investment decision makers.
- Asset Management Support: Perform ongoing portfolio monitoring and financial reviews of current investments, analyzing tenant performance, risk factors, and returns to support asset management and executive teams in strategic decision making.
Requirements
- Strong Underwriting & Financial Modeling Skills: Deep expertise in 3-statement modeling and levered returns analysis, essential for a PE-style underwriting approach focused on unique real estate assets with long-term hold strategies.
- Experience in Private Equity, Investment Banking, Corporate Development, or Other Relevant Roles: Understanding of operational cash flow dynamics and credit analysis specific to leisure and entertainment real estate with triple net leases, aligning with the portfolio’s niche focus.
- Ability to Collaborate Across Investment & Legal Teams: Proven track record partnering with BD, legal, and asset management teams to underwrite deals and drive them through to close, emphasizing strong cross-functional communication and teamwork.
Benefits
- Work-life balance: Private equity experience with reasonable hours, WFH Fridays, and top tier benefits.
- Opportunity to dive deep into core investment work without the distraction of capital raising, with clear paths into underwriting, deal BD, or asset management.
- Unique asset focus: Invests in experiential real estate like theaters, ski resorts, and entertainment venues, offering a rare underwriting approach that blends PE operational analysis with real estate.
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