Stoltz Management of Delaware
Senior Real Estate Analyst
Stoltz Management of Delaware, Bala Cynwyd, Pennsylvania, United States, 19004
Senior Manager, Talent Acquisition at Stoltz Management of Delaware
Department: Capital Markets
JOB SUMMARY:
Real Estate private equity firm with extensive holdings throughout the U.S. is seeking a highly motivated and talented Senior Analyst to join its Philadelphia investment team. The Analyst will be actively involved in acquisitions, dispositions, and asset / portfolio management, as well as investor reporting and fundraising activities. The firm’s portfolio includes office, retail, industrial and multi-family properties. The successful candidate must be detail-focused, able to interface with senior management and thrive in a team-oriented environment.
Essential Functions
Create and/or modify complex cash flow projections with certainty of correctness for new and existing assets using Argus and Excel
Continually update fund models– fund models include aggregate property cash flows and contain metrics including Gross and Net IRR and Equity Multiple calculations with post-acquisition financings and use of a credit facility
Oversee and review work completed by other capital markets analysts to ensure accuracy
Assist in the due diligence for acquisitions and dispositions including comprehensive review of leases, property agreements, budgets, and operating statements
Oversee and perform reporting functions:
Management of the data repository
Responding to investor and prospective investor data requests
Creation of the annual investor presentations as well as the quarterly newsletters
Support the asset management team in preparing budgets and annual property business plans
Prepare comprehensive memorandums for presentation to the firm’s investment committee on new acquisitions and sales of existing investments
Assist in transitioning new acquisitions to in-house property management, leasing, accounting and construction teams and work with these teams on an on-going basis to maximize the value of the firm’s investments
Assist in the preparation of quarterly investment reports to senior management
Keep current on market trends / dynamics where the firm has existing investments and in markets the firm is targeting
Perform other duties as assigned
Qualifications/Requirement
Exceptional analytical and quantitative skills
Superior oral and written communication skills; excellent interpersonal skills
Ability to calculate complex IRRs and equity multiples
Detailed understanding of fund waterfall mechanics including GP Promote, GP catch-up, hurdle rates, etc.
Ability to handle multiple, concurrent complex assignments with moderate supervision
Demonstrated progressive history of achievement
High-energy, detail-focused individual with unquestionable integrity
Thorough understanding of investment fund economics
Pro-active, solutions-oriented mindset with a strong focus on meeting deadlines
Ability to work independently and collaboratively and thrive in a result-oriented environment
Experience/Education
Bachelor’s Degree in Finance, Math, Business, or Economics with an understanding of Commercial Real Estate strategies
Mastery of Argus and Microsoft Office Suite
2+ years of exceptional performance with a private equity real estate investment firm
4+ years of financial modeling experience
VBA writing experience preferredMaster’s or MBA degree preferred
Seniority Level Mid-Senior level
Employment Type Full-time
Job Function Analyst
Referrals increase your chances of interviewing at Stoltz Management of Delaware by 2x
Inferred from the description for this job Medical insurance
Vision insurance
401(k)
#J-18808-Ljbffr
JOB SUMMARY:
Real Estate private equity firm with extensive holdings throughout the U.S. is seeking a highly motivated and talented Senior Analyst to join its Philadelphia investment team. The Analyst will be actively involved in acquisitions, dispositions, and asset / portfolio management, as well as investor reporting and fundraising activities. The firm’s portfolio includes office, retail, industrial and multi-family properties. The successful candidate must be detail-focused, able to interface with senior management and thrive in a team-oriented environment.
Essential Functions
Create and/or modify complex cash flow projections with certainty of correctness for new and existing assets using Argus and Excel
Continually update fund models– fund models include aggregate property cash flows and contain metrics including Gross and Net IRR and Equity Multiple calculations with post-acquisition financings and use of a credit facility
Oversee and review work completed by other capital markets analysts to ensure accuracy
Assist in the due diligence for acquisitions and dispositions including comprehensive review of leases, property agreements, budgets, and operating statements
Oversee and perform reporting functions:
Management of the data repository
Responding to investor and prospective investor data requests
Creation of the annual investor presentations as well as the quarterly newsletters
Support the asset management team in preparing budgets and annual property business plans
Prepare comprehensive memorandums for presentation to the firm’s investment committee on new acquisitions and sales of existing investments
Assist in transitioning new acquisitions to in-house property management, leasing, accounting and construction teams and work with these teams on an on-going basis to maximize the value of the firm’s investments
Assist in the preparation of quarterly investment reports to senior management
Keep current on market trends / dynamics where the firm has existing investments and in markets the firm is targeting
Perform other duties as assigned
Qualifications/Requirement
Exceptional analytical and quantitative skills
Superior oral and written communication skills; excellent interpersonal skills
Ability to calculate complex IRRs and equity multiples
Detailed understanding of fund waterfall mechanics including GP Promote, GP catch-up, hurdle rates, etc.
Ability to handle multiple, concurrent complex assignments with moderate supervision
Demonstrated progressive history of achievement
High-energy, detail-focused individual with unquestionable integrity
Thorough understanding of investment fund economics
Pro-active, solutions-oriented mindset with a strong focus on meeting deadlines
Ability to work independently and collaboratively and thrive in a result-oriented environment
Experience/Education
Bachelor’s Degree in Finance, Math, Business, or Economics with an understanding of Commercial Real Estate strategies
Mastery of Argus and Microsoft Office Suite
2+ years of exceptional performance with a private equity real estate investment firm
4+ years of financial modeling experience
VBA writing experience preferredMaster’s or MBA degree preferred
Seniority Level Mid-Senior level
Employment Type Full-time
Job Function Analyst
Referrals increase your chances of interviewing at Stoltz Management of Delaware by 2x
Inferred from the description for this job Medical insurance
Vision insurance
401(k)
#J-18808-Ljbffr