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Investment and Capital Markets Intern
Career Insights for Investment / Portfolio Analyst
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Scorecard
Based on Virginia 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.
$94,564 / year median in Virginia
-2% projected decline
Job Description
Role Responsibilities Overview:
Build financial models using Excel to evaluate historical & future data projections on financial performance for investment management team; Provide underwriting support for prospective acquisition & development ventures using excel models for investment strategy review; Create investment offering memorandums & assist in preparing investor presentations & reports for the capital markets team; Perform property due diligence & market research for the asset management team; Conduct comprehensive analysis on performance for critical operating activities like leasing & renewals to assist the property management teams. Knowledge & Experience Current Junior or Senior pursuing a Bachelor's program in Real Estate, Business, Finance, Accounting, Economics, or a related program required at an accredited college or university Desire to learn all aspects of real estate industry to accelerate your development & learning to build your career upon. Advanced proficiency in MS Excel, including building models & data analysis. Excellent written & oral communication & presentation skills using MS Word & PowerPoint Strong time management skills, including the ability to multitask & meet deadlines in a timely manner. Ability to be a self-starter; build knowledge of transactions & industry terms; contribute beyond direct scope of role What we can offer you: A job that challenges you- Middleburg strives for excellence in knowledge, service, and integrity. Excellence in knowledge means that Middleburg recruits and trains top-notch Team Members who are experts in their field and continue to improve their industry knowledge. Team Members work together to provide excellent customer service that exceeds customers' expectations. Great Culture- We embrace a culture of responsible leadership at all levels of our organization that encourages initiative to advance our mission and vision. We honor the dignity of all people, embrace differences, value new ideas, demonstrate empathy and strive to promote a caring and supportive environment for all. Our team is building a better world, one community at a time. Who is Middleburg? At Middleburg, we share a vision for greater value creation through community impact. Our success is rooted in a genuine desire to serve our local communities in thoughtful and holistic ways. By enhancing the lives of others, we contribute positively to neighborhoods and maximize real returns for our partners. Since 2004 Middleburg has acquired, recapitalized, and developed +21,000 apartment units, executing approximately $3 billion in transactions. Headquartered in Vienna, VA with satellite offices in Orlando, FL, and Charlotte, NC. www.middleburg.com Middleburg Communities is an equal-opportunity employer committed to diversity and inclusion. We welcome qualified applicants from a variety of backgrounds inclusive of their race, color, religion, sexual orientation, gender, gender identity, expression or orientation, genetic information, national origin, age, disability, or status as a disabled or Vietnam-era veteran.Benefits
- Dental Insurance