Description
Position Description
The Investments Analyst will work directly with VestaPoint’s Investment Associate and with other members of the VestaPoint team to assess the viability of investment opportunities and to monitor and manage the status and performance of existing investments. The Investments Analyst will have interaction with VestaPoint’s development and operating partners, investment sales and mortgage brokers, and legal counsel.
Responsibilities
Investment Analysis
- Create financial analysis to evaluate investment opportunities.
- Communicate with developers to obtain due diligence material for upcoming investments and maintain due diligence records.
- Coordinate due diligence reviews within VestaPoint and with outside legal counsel and assimilate findings from reviews into financial analysis.
- Conduct internal review of due diligence materials and legal deal sheets.
- Create investment memorandums/project deal sheets.
- Implement a formal due diligence checklist, review, and assessment process.
Portfolio Management
- Maintain/update investment database and generate schedules/reports as requested.
- Maintain/update models of active projects.
- Maintain/update internal databases and generate schedules/reports as requested.
- Communicate with developers to monitor performance of investments and maintain/update internal reports.
Other
- Creation of schedules/charts and presentations outside of the scope outlined above for the purpose of investor reporting and presentations.
Key Requirements/Skills/Experience
- 0-2 years of real estate experience, preferably retail and multifamily development.
- Proficient in Excel, Word, and PowerPoint.
- Basic knowledge in Argus.
- Understanding of discounted cash flow modeling, real estate market fundamentals, and capital structures.
- Must be able to work within a small-team environment.
- Bachelor’s degree required, Master’s degree preferred.
Company Description
VestaPoint Capital is a closely held real estate private equity firm. VestaPoint provides equity financing to developers and operators for the ground-up development, as well as for the acquisition and repositioning, of retail and multifamily properties. Since its inception in 2011, the firm has invested in over 200 projects.
Experience
1+ to 2 years
This job is no longer active.