The Investment Analyst is responsible for assisting the Investment Management team with structuring and modeling the debt/equity raising for all acquisitions, developments, dispositions, recapitalizations in the assigned investments and portfolio across CA Venture’s major verticals.
Responsibilities:
- Assist in the preparation of investment presentations and packages for investors, lenders, partners, and other constituents:
- Compile market/transaction data
- Quantitative and qualitative research on public REIT market as well as demographics and supply/demand dynamics related to private markets as required
- Daily responsibilities include:
- Perform detailed financial modeling for developments and acquisitions
- Deal/fund level waterfalls
-
- Sensitivity analysis
- Refinancing/recapitalization scenarios
- Review performance of existing CA properties and compare to initial underwriting
-
- Valuation of assets/funds/portfolios
- Review performance of existing CA properties and compare to initial underwriting
- Support in due diligence request and deal execution as required
Requirements:
- Bachelor’s Degree in Finance, Real Estate, Business, or another related field.
- 0-2 years related financial experience with a strong understanding of financial concepts and strong analytical skills.
- Clear written and verbal communication skills.
- High proficiency in Excel and PowerPoint and other 3rd party research database such as Axiometrics, Costar, RCA, Capital IQ, and Green Street Advisors.
Opportunities:
The Analyst will have the opportunity to learn directly from experts in the fields of Investment Management and Commercial Real Estate and develop a broad range of financial modeling, analytical and presentation skills.
Furthermore, the Analyst will benefit from direct interaction with senior members of the team, senior management, partners and clients.
Benefits:
We recognize everyone has different needs outside of work. CA Ventures offers many unique benefit options to employees in addition to a competitive benefits package.
If interested, please apply here.
