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Senior Investments Analyst
Career Insights for Investment / Portfolio Analyst
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Scorecard
Based on Minnesota 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.
$86,130 / year median in Minnesota
-4% projected decline
Job Description
Description:
Provide analytical support to the Investments team in the areas of evaluation, underwriting, due diligence investigation and closing of industrial real estate investments nationally, including direct equity, leveraged, joint venture, preferred equity and other structured finance investments. Potential investment targets include development, stabilized, rehabilitation and value-add opportunities. Responsibilities Conduct underwriting and investment analysis with minimal oversight for various types of transactions including acquisitions, dispositions, and developments. Screen investment and disposition opportunities against Meritex' investment criteria. Underwrite investment opportunities utilizing Excel and Argus AE modeling. Perform sensitivity analysis to evaluate the impact of various assumptions such as rental rates, vacancy and exit pricing. Prepare investment memoranda for deal pipeline and Investment Committee meetings. Present analysis of investment opportunities to management and Investment Committee. Actively participate and engage, with primary responsibilities as assigned in the due diligence process and closings for acquisition and disposition transactions, including site tours, broker meetings, extracting and reviewing third party research, property level information and JV/loan documents. Perform market research and interact with market participants to extract information relevant to the investment process. Active engagement within the brokerage industry to establish mutually beneficial relationships. Provide guidance and training to other investment analysts. Travel as needed.Requirements:
Bachelor's degree in Finance, Real Estate, Economics or related field. 3-5 years of commercial real estate work experience (Strong preference for prior experience in Investments, Asset Management, Development, Due Diligence, Underwriting, or Brokerage). Proficiency with applications such as Argus AE (experience required), CoStar, Microsoft Suite with strong financial modeling skills. Experience using AI-driven platforms to support business decisions and day-to-day task. Understanding of commercial real estate valuation and real estate documentation pertaining to ownership structures, contracts, accounting and property operations. Experience in developing financial models, cash flows, IRR analysis. Strong verbal and written communication skills. Comfortable making presentations. Ability to work in a team environment across multiple departments. Ability to work apart from direct supervision and manage tight deadlines. Ability to work in a hybrid working model based out of our HQ in Minneapolis. Commitment to Meritex' core values of Relationships Matter, Creating Beneficial Outcomes, Thinking Ahead and Always Accountable. The salary range is between $105,000 - $120,000 per year. The base pay is positioned within the range based on several factors, including an individual's knowledge, skills, and experience, with consideration given to internal equity. As an EEO/Affirmative Action Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, veteran or disability status.Benefits
- Dental Insurance