Analyst-Associate, Investments

Job Summary:

As part of the Investments team, an Analyst/Associate will provide financial, analytical and transaction support services, which will include: transaction management, data input, performing market research, analyzing comparable properties/sales trends and underwriting properties for financial analysis.

Duties/Responsibilities:

Analysis-

• Gather and research sales and rent comparables
• Review financial statements and operating information
• Complete financial analysis for asset valuation
• Visit subject properties to analyze acquisition potential
• Track assets currently on the market and recent market transactions
• Produce Offering Memorandums and other reports for investor review

Transaction Support-

• Assume key transaction responsibilities for asset acquisitions
• Interface with third-party vendors, lenders, and brokers
• Communicate with insurance brokers to ensure coverage upon takeover
• Attend regular meetings and conference calls
• Manage transaction reporting to clients
• Manage inner-company transaction requests
• Review lease documents and review other materials as part of the due diligence process

Onsite Duties-

• Perform onsite due diligence consisting of: unit walks, due diligence checklists, property evaluation, and budget adjustments
• Tour comparable properties to subject and gather data for analysis

Investor Relations-

• Lead call for each equity raise, introducing the investment opportunity to Madera Equity’s IR team
• Field questions from potential limited partners and aid IR team with communication

Required Skills/Abilities:

• Must be proficient with Microsoft Excel and understand financial analysis and underwriting
• Strong research, analytical and problem-solving skills
• Ability to communicate professionally
• Ability to handle sensitive material and maintain the highest level of confidentiality
• Self-motivated, team-oriented and strong time management skills to prioritize deadlines
• Ability to work independently with a team player attitude

Qualifications/Education/Experience:

• Bachelor’s degree in finance, real estate, business, or related field.
• At least two years related experience required

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.

* Madera Residential, LLC is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, gender, gender identity or expression, genetic information, marital status, sexual orientation, national origin, disability, age, veteran status, or any other characteristic protected by federal, state, or local law.

Benefits:

• 401(k)
• 401(k) matching
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Retirement plan
• Vision insurance

Education:

• Bachelor's (Required)

Experience:

• Real Estate or Business: 2 years (Required)

Location:

• Frisco, TX (Preferred)

Work Location: In person