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.
Roch Capital, a privately held capital management firm, headquartered in Glen Mills, PA is hiring a Senior Real Estate Investment Analyst. This position reports in office 5 days a week. The Sr. Real Estate Analyst will provide analysis and support, including research of data and manipulation of data, in order to analyze potential commercial real estate investment/acquisition opportunities that match portfolio goals. Once assets are under management, the candidate will assist with the ongoing analysis of the operations and performance of the existing portfolio of properties. The role will have the opportunity for growth as the team continues to build the overall commercial real estate platform of the Company. The ideal candidate will possess strong analytical skills, and excellent interpersonal and communication skills.
Essential Functions:
Underwrite real estate investment opportunities through financial modelling to calculate potential investment returns on a deal level basis. Correspond with brokers, operating partners, and other sources to obtain information and diligence materials to effectively underwrite deals. Update pipeline materials for Roch's weekly pipeline meetings. Support the transaction process during due diligence and assist in the coordination efforts between internal and external parties. Work on a variety of asset management functions, including but not limited to asset valuations, refinancings, dispositions, ROI analyses, and hold-sell analyses. Work directly with Asset Managers and property-level teams to produce internal reports summarizing operating performance and key metrics. Exercises discretion and independent judgment in the performance of analytic responsibilities.
Education & Work Experience:
Bachelor's Degree from an accredited institution. Hospitality specialization preferable. Concentration in Finance, Accounting, or another business-related field also acceptable. MBA a plus but not required We are an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, ethnicity, religion, sex, national origin, age, sexual orientation, color, ancestry, familial status, marital status, veteran status, genetic information and physical and mental disabilities and any other characteristic protected by law.
