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Investment Analyst
Career Insights for Investment / Portfolio Analyst
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Scorecard
Based on New Jersey data
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What they do
An Investment or Portfolio Analyst advises individuals and companies about investments. Typically works with a collection of investments called a portfolio, though can also advise clients about individual investments. Studies trends that impact investments and writes reports regarding economic and business changes and activities that affect the value of investments. Can also be involved in the selling of investments, such as stocks. Works mainly in investment firms, though can also be employed in lending institutions, corporate finance departments, banks or insurance companies.
$96,019 / year median in New Jersey
-4% projected decline
Job Description
Underwriting:
Financial modeling of acquisitions, build-to-suit or speculative developments projects, dispositions, joint-ventures, look back analysis, financing and leasing.Transaction Due Diligence:
Site tours, management meetings, property and market research, coordination with legal, finance and third party vendors.Investment Approval and Financing Process:
Work directly with real estate team to create investment committee memorandums and financing packages.Investor Reporting:
Create investor presentations and collateral and provide quarterly reports.Markets:
Develop knowledge of local investment markets, market research and data collection.Technology:
Assist in NFI Real Estate adoption of AI tools to gain efficiencies and productivity. Other duties as assigned. Bachelor's degree in Real Estate, Finance, Economics or Accounting. 1-3 years' experience in the Real Estate or Private Equity Industry. Ability to comprehend, analyze, interpret and create real estate documents including, but not limited to LOIs, RFPs, property offering memorandums, market reports and tenant leases. Working knowledge of financial concepts such as net present values, internal rates of return, cap rates, margins, waterfalls and promotes. Create or modify cash flow and underwriting models using Argus and Microsoft Excel. Other software knowledge to include Microsoft Office, Google Earth, Adobe Acrobat, Smartsheet, and Salesforce. Yardi experience a plus. Ability to manage multiple tasks while still meeting deadlines. Excellent communication and analytical skills with strong attention to detail. Problem solver, results oriented, hard worker. Travel, nights and weekends will be required 30% of the time and will be driven by transaction volume and activity.Location:
The position will be located in Camden, NJ. The role will require 5 days on-site. The role may require occasional travel. We are excited to share that the base salary range for this position is $95,000 - $125,000. This position is also eligible for an annual discretionary bonus. NFI takes into consideration applicants' qualifications, experience, education, and geographic location when determining a starting rate of pay. Employees are also eligible for a robust benefit program, which includes Medical, Dental, Vision, Prescription Drug Coverage, 401k Plan, Wellness Program, Life Insurance, Paid Time Off, and Paid Parental Leave, among other benefit plan options. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)LA County Applicants:
The Company will consider qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local laws.Benefits
- Paid Time Off (PTO)
- 401(k) Plans
- Health and Wellness Programs
- Health Insurance