Analyst, Investment Management

Responsibilities

• Assist in the preparation of Investment Memorandums and other material for presentation to the investment, management and leadership committees
• Assist in the monitoring and valuation of the existing portfolio by analyzing and reviewing revenues, expenses and capital reporting against plans and benchmarks
• Assist with cash flow projections, property and portfolio pro-formas, financial modeling and return calculations
• Participate in both acquisition and disposition opportunities, actively assisting in conducting due diligence and market research
• Identify revenue enhancing, cost saving and value creation opportunities
• Interpreting financial analysis results and identifying key investment merits and risks.
• Together with other regional Investment Management teams, prepare annual strategic & business plans for every asset in the portfolio
• Work effectively with Property Operations, Capex, Development, Finance and Valuations teams, as appropriate, to complete all projects and responsibilities
• Assist team in preparation of long-term and tactical portfolio strategies
• Keep current on market performance, development activity, regulation & legislation
• Provide input to the appraisal process as required
• Visiting existing and prospective properties, as required.
• Actively adheres to compliance and risk management policies

Education and Qualifications: 

• 2-4 years of related experience; direct residential, land lease, development, hospitality or financial management experience is considered an asset
• Bachelors Degree in Commerce, Finance, Real Estate or a related discipline.  Holding or working toward a MBA/CFA/CPA or relevant professional designation considered an asset
• Strong analytical and financial modeling skills; Strong attention to detail and organizational skills
• Interest in the residential marketplace, including regulatory environments, competitive landscape and market dynamics
• Excellent oral and written communication plus presentation skills with the ability to clearly and concisely communicate to internal teams & external stakeholders
• Self-starter with the ability to adapt to change, prioritize workload and handle competing priorities and deadlines independently
• Ability to take initiative and own responsibilities to produce high quality work product with minimal supervision; ability to thrive in a fast-paced, fluid and dynamic work environment dedicated to excellence; possess intellectual curiosity and a strong desire to learn and develop.
• Strong proficiency working in Microsoft Word, Excel, and PowerPoint. Experience in Power BI is considered a strong asset.