Investment Professionals

Our client is a fully integrated, best in class real estate investment firm based in New York with a focus on select urban markets in North America and Europe. The firm's portfolio includes more than 100 properties across commercial, residential, hotel and retail holdings.

Our client is a private investment firm with over $60 billion in assets under management and a primary focus on real estate. The REIT vehicle invests in a diverse portfolio of income-oriented real estate across the US and Europe.

Responsibilities

• Analyze global companies and generate investment ideas within the investment strategy. The successful candidate should be flexible, and willing to work within the framework of the strategy.

• Perform thorough fundamental analysis of a company’s business and financial position; including cash flow analysis, balance sheet and income statement evaluations. Utilize a quantitative screening tool to help target research. Coverage responsibilities will span geographies and industries.

• Develop and communicate investment recommendations based on comprehensive industry and company research through various sources of information, including annual reports, networking with industry contacts as well as interviews with senior management.

• Assist in the continued build out of the strategy, including detailed analysis of stocks across multiple sectors and participating in internal and external presentations. Key to the strategy is the analyst’s skill in honing in on stocks that will be able to achieve a shareholder yield.

Qualifications

• Fundamental equity research experience required

• BA/BS. MBA and/or CFA.

• A demonstrable track record of success in stock selection.

• A highly evolved skill set in developing a view point on a company as a result of detailed financial models and company research.

• Capacity to function with minimal supervision while providing appropriate and meaningful feedback to senior management on issues/challenges.

• Demonstrated ability to work in a team environment, adapt to an entrepreneurial group, and to think and act independently.

• Strong verbal and written presentation skills, with the ability to communicate in a timely and investment-relevant manner.

• Demonstrated understanding of financial statements, models and our disciplined approach to investing.

-Review Trustee monthly reports and payment waterfalls, which includes cash and position reconciliation

-Build and maintain warehouse/CLO model for hypothetical trade testing

-Manage cash needs across Funds and CLO’s through borrowing base compliance for leveraged facilities

-Provide periodic reports and support of loan records for various business units within the asset manager

-Reconcile outstanding loan and cash discrepancies on a daily basis and ensure accuracy of loan information in third party administrator reporting systems

-Utilize credit agreements and other source documentation to extract relevant data points for loan setup and maintenance in the loan agency system and ensure compliance with the provisions of all loan documentation

Our client is a leading real estate private equity firm that owns and invests in low-income housing projects nationwide. The firm has quickly grown to a full-service, integrated real estate company that focuses on providing low-income families with affordable housing across the United States.