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SA
SPG Administrative Svcs. Ptr.
Intern - Financial Planning & Analysis (Finance & Accounting Majors)
Entry-Level JobVerifiedNo experience needed
Career Insights for Financial Planner / Investment Consultant
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Based on Indiana data
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What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$100,683 / year median in Indiana
+2% projected growth
Job Description
Job Location:
Corporate IndianapolisPRIMARY PURPOSE
To ensure accurate and valid analysis of the financial impact of various business decisions with primary focus on the area of capital investments including new developments, renovations, expansions, and acquisitions.PRINCIPAL RESPONSIBILITIES
The successful candidate's responsibilities will include, but not be limited to: Development Related Tasks- Prepare development budgets, project pro forma income, and estimate rate of return for new developments, renovations/expansions, or big box additions requiring capital investment ranging from $0 to well over $100 million.
- Interact on a regular basis with developers, leasing representatives, and construction managers to resolve development issues.
- Assist in decision-making process by evaluating financial impact of development alternatives.
- Review and assess effectiveness of development activity including monitoring process toward achieving projected pro forma income levels.
Acquisition/Disposition Related Tasks:
- Evaluate property or portfolio acquisition candidates and analyze historical and projected cash flows, key operating statistics, and investment yields.
- Interact with broker and/or seller to further understand acquisition candidate, its financial statements, and identify/resolve issues.
- Provide analysis of acquisition candidate to senior management for their consideration in determining bid strategy.
- Prepare analysis of potential sale of Simon assets and assist brokers in preparation of sales packages when needed.
- Assist buyers in completing their due diligence review of disposition assets.
Special Projects:
- Provide analytical support to leasing to assist in negotiating lease settlements, multiple lease deals with national tenants, or other special situations.
- Prepare cash flow projections and other financial information for consideration of prospective equity partners and/or lenders.
- Work with partners and/or lenders or their appraisers to answer all questions and assist them in their valuation of Simon assets.
- Prepare special analysis for senior executives or Board of Directors as needed.