Investments Associate

Investments Associate Terra Group - 3.5 Coconut Grove, FL Job Details 1 day ago Benefits Paid holidays Disability insurance Health insurance Dental insurance Flexible spending account Paid time off Vision insurance 401(k) matching Qualifications Cash flow management Financial forecasting Economics Microsoft Excel Data Integration (Data management) Property management tools Financial model construction Underwriting Financial model development Real estate due diligence Real estate development Bachelor's degree in finance Competitive analysis Yardi Project timeline management Bachelor's degree in economics Financial management report preparation Mid-level Finance Master's degree Analysis skills Construction budget management Bachelor's degree Bachelor's degree in real estate Real Estate Private equity Real estate market analysis Contracts Cash management Business planning Due diligence Contract negotiation 4 years Cross-functional collaboration Construction project budgeting Real estate analysis Working on construction projects Market research within real estate industry Cross-functional communication Excel data analysis

Full Job Description Location:

Coconut Grove —

Corporate Department:

Investments Position:

Investments Associate Please contact: Terra Description Terra, the award-winning, Miami-based real estate development company carefully chooses projects that have a positive impact on their surroundings and, by extension, on the people who live there. When planning a new development, Terra takes a dynamic role with the city and neighborhood to activate its potential as a community, maximizing the way in which people are able to live and work; creating new and innovative ways for the urban & suburban landscape to evolve. The firm has cultivated a portfolio of more than five million square feet of residential and commercial real estate valued in excess of $8 billion and is active across all major real estate asset classes, including multifamily apartments, luxury condominium and single-family residences, retail and office space, hotels, and industrial properties. Terra has achieved international acclaim for its commitment to design excellence, resiliency measures, and sustainable development and has been continuously transforming South Florida into the prosperous metropolis we know today. Qualifications Bachelor's degree in Economics, Finance, or Real Estate (Master's degree preferred). 4-6 years of experience in financial analysis and financial modeling, with the ability to build and interpret complex investment models. Development or real estate private equity experience required, with an understanding of real estate contracts and financial structures. Strong market research and analytical skills, including the ability to evaluate market trends, competitive dynamics, and risk factors. Experience supporting project-level financial reporting, capital calls, and cash flow management. Advanced proficiency in Microsoft Excel. Terra Employee Perks As a team member at Terra, you'll enjoy: Career advancement and bonus opportunities Comprehensive benefits package, including health, vision, dental insurance, and FSA (Flexible Spending Account). Employer-paid life and disability insurance. Employer matching 401k. Employee team building events. Company paid monthly lunches. Paid Time Off and paid Holidays General Responsibilities Financial Oversight & Investment Management Serve as the financial lead throughout the development process of projects, focusing on investment and capital markets. Assist in negotiating key financial agreements, including purchase and sale agreements, development agreements, operating agreements, and loan documents. Due Diligence & Site Acquisition Assist in the due diligence process for site acquisitions, including assessing financial feasibility, site conditions, and regulatory requirements. Support the financing process for site acquisitions, ensuring thorough analysis and risk management. Underwriting & Financial Modeling Underwrite new and existing projects, ensuring financial models are maintained, updated, and aligned with investment strategies. Provide support in building financial projections and models to support acquisitions, financing, and development decisions. Market Research & Analysis Lead the market research component for each project, focusing on specific asset classes to ensure that investment decisions are informed by accurate market data. Analyze industry trends, competitive landscape, and potential risks to support strategic decision-making. Financial Reporting & Business Plans Maintain financial reporting for each project, including managing capital calls, preparing monthly financial reports, and supporting the development of business plans. Ensure reports are accurate, up-to-date, and aligned with company objectives. Investment Presentation & Communication Draft and present investment memos for new and existing projects to the Executive Team, ensuring clear and concise presentation of financial data, project timelines, and risk assessments. Collaborate with senior leadership to provide insights and recommendations for potential investments. Cross-Department Collaboration & Onboarding Manage interdepartmental onboarding and ensure effective collaboration across teams, including accounting, legal, development, and construction. Facilitate communication between departments to streamline processes and ensure smooth project execution. Cash Management & Yardi Integration Work with accounting on cash management for the project, including tracking deposits, outflows, and milestones. Support the integration of financial data into Yardi, ensuring accurate and timely reporting. Legal & Contract Support Collaborate with the legal team on various contracts and administrative matters, including organizational documents, development agreements, fee agreements, and branding/management contracts. Ensure that legal documentation aligns with financial objectives and investment strategies. Development & Construction Collaboration Work closely with the development and construction teams to process and review construction budgets, ensuring that financials align with project timelines and budgets. Take on additional responsibilities as needed to support the growth and success of the acquisition and development process. The company reserves the right to add or change duties at any time .