The Investment Manager is responsible for underwriting investment opportunities, providing financial analyses to support investment decisions, conducting market research and leading the execution of investment and development transactions. Day to day duties include sourcing opportunities, analysing due diligence materials and transaction documents and preparing & presenting investment memoranda.

JOB DESCRIPTION

Key Role Responsibilities

• Assisting in sourcing, preparing and presenting new investment memo’s, financing or disposition recommendations and updates on existing investments or portfolio status.
• Manage acquisition due diligence processes and closings with outside counterparties, managing external advisors.
• Actively engaging with owners, brokers, equity partners, lenders, attorneys, consultants and all other related internal departments, as appropriate.
• Financial analysis and underwriting of investment opportunities, including running detailed multi-tier pro-forma waterfall models, work closely with Development, Asset Management and Operations teams to ensure all assumptions have been reviewed and are coordinated.
• Engaging with lenders to negotiate termsheets and long form agreements and navigate internal approval processes (with support from in-house counsel).
• Assist with asset management, value-add execution and disposition of existing portfolio assets.
• Market investigation of potential acquisitions, competitive properties and local market fundamentals.
• Support the development of new and junior hires through financial investment training and best practices.
• Completes various human resources, financial, administrative, and other reports and analysis, and performs other duties as assigned or as necessary. Monitors and reports on key market, industry and competitor data.

Knowledge & Qualifications

• Educated to degree level or equivalent in a related business or analytical subject; such as finance, business management, real estate, accounting, economics, mathematics, statistics, science or engineering.
• MBA in real estate, business or finance (preferred).
• IT literate and fully conversant with all Microsoft packages including PowerPoint (Advanced level) and Excel (Advanced level).
• General understanding of student/multi-family housing and third-party management.

Experience & Skills

• Significant experience of managing transactions within a real estate investment environment.
• Proven quantitative and qualitative analytical skills to effectively assess sensitivities and pressure points during complex negotiations.
• Proven numeracy skills; including the ability to manage and maintain accurate cash flow information and to complete financial records, budgets, and other fiscal reporting information.
• Excellent written and verbal communication skills; including the ability to effectively write and present reports and information, and establish and maintain positive relationships and influence at all levels.
• The ability to research, analyse and present complex financial data.
• Demonstrable organisational and project management skills to juggle complex tasks and manage the workload of others, with the ability to work effectively under pressure, to deadlines and work flexibly in a change environment.
• A positive team player, with an adaptable and flexible approach along with ability to work collaboratively to drive results and support the wider team and business objectives.
• Demonstrable management and leadership skills and sufficient to recruit, lead and manage team members to achieve high performance.