Real Estate Analyst

Position: Real Estate Analyst

Department: Capital Markets

Supervisor: Associate Director

JOB SUMMARY:

Real Estate private equity firm with extensive holdings throughout the U.S. is seeking a highly motivated entry-level Analyst to join its Philadelphia investment team. The entry-level Analyst will be actively involved in asset/portfolio management, acquisitions, and dispositions. The firm’s portfolio includes office, retail, industrial and multi-family properties. Candidates must be detail-focused, able to interface with senior management and thrive in a team-oriented environment.

Initial Functions:

• Individual will complete preliminary property/market reviews and analysis
• Assist in the preparation of quarterly investor reports that include market outlooks and updates to assets and portfolios, analyze real estate trends and key drivers of value across the fund’s investments
• Author investor communications and marketing pitch books
• Compile and present Investment Committee Memos to Senior Leadership for new portfolio acquisitions
• Individual will own monthly Occupancy Summary Report across Stoltz portfolios, weekly Interest Rate Report, weekly Dry Powder Report, etc.
• Improve internal processes to become more efficient through creation of excel templates/macros
• Data management and analysis across large amounts of current and historical data

With Progression:

Prepare detailed cash flow projections using Argus and Excel; modify financial models for multiple investment structures as necessary

• Assist in the due diligence for all acquisitions and dispositions including comprehensive review of leases, property agreements, budgets and operating statements; coordinate with the legal and accounting teams to facilitate investment acquisitions and sales
• Individual will build and execute complex analytical modeling on capital structuring transactions, acquisitions, dispositions, refinancing and leasing as they become more experienced and understand Stoltz processes
• Individual will be involved with the budgeting and forecasting of each property
• Individual may interface with lenders, investors, buyers, sellers, and other investment officers in the process of acquisitions, refinancing and/or dispositions
• Will assist in structure, negotiation and closing of loans as well as participating in the negotiation and structuring of equity with joint venture partners and/or others
• Individual will help identify potential acquisitions of commercial real estate
• Perform other duties as assigned

Qualifications/Requirement:

• Emphasis on communication skills (both oral and written) and ability to handle multiple assignments
• Deadline driven
• Excellent computer skills in Excel, PowerPoint and Word, Argus experience preferred
• Ability to work with a diverse group of individuals
• Results orientated team player

Experience/Education:

• Bachelor’s Degree in Finance, Business, Accounting, Economics, Real Estate