Investment Analyst

at  Shopoff Realty Investments LP

Shopoff Realty Investments is looking for the absolute best and brightest to join our team of dedicated professionals as an Investment Analyst at our home office in Irvine, California.

QUALIFICATIONS

• Understanding of joint venture and preferred equity capital structures, ability to model waterfalls and calculations performance metrics for multiple tiers and partners.
• Expert knowledge of Excel and creation of models.
• Strong knowledge of PowerPoint and Word.
• Strong understanding of real estate finance concepts.
• Knowledge of deal structures and purchase and sale terminology.

What we need:

• Bachelor’s degree in Real Estate, Finance, Accounting, Economics, Mathematics or related degree.
• Minimum 3 years of related analytical experience in the real estate investment industry with heavy emphasis on financial modeling using Excel.
• Advanced knowledge of Excel (building and maintaining financial models), discounted cash flow analysis.
• Experience with Argus Enterprise software a plus.
• FP&A experience a plus.

WHAT YOU WILL DO:

The Investment Analyst will be responsible for analyzing complex financial data, developing financial models, and providing strategic insights to support business decisions. The ideal candidate will have a strong background in real estate, cash flow models, asset management, financial due diligence, underwriting, and strong analytical skills.

JOB RESPONSIBILITIES

• Conduct financial analysis and modeling to support investment decisions and opportunities.
• Perform financial modeling and analysis to evaluate the feasibility and profitability of development projects.
• Analyze and interpret financial statements and other financial data.
• Assisting in the preparation of project presentations and communications for senior management, investors, lenders, and other stakeholders.
• Assist in asset management activities, including monitoring performance and identifying opportunities for value creation.
• Reviewing and analyzing monthly financial reports compared to budget and proforma.
• Working with asset management and accounting teams to develop property and portfolio level information into reporting packages.
• Facilitating communication between development team members and external stakeholders to ensure project milestones are met.
• Collaborate with cross-functional teams to support business objectives.
• Stay up-to-date with industry trends and best practices.
• Other duties as assigned.