5 investment reporting analyst Jobs in miami, fl
Wingate Companies is Hiring an Investment Analyst Near Miami, FL
Responsibilities
- Support the Deal Team in all aspects of affordable housing acquisitions, financing, and development; note the Deal Team focuses primarily on affordable housing but works regularly with the market-rate acquisitions team in Boston and is involved in all sourcing, diligence and execution efforts of the firm
- Communication with investors, brokers, property managers, industry consultants involved in property valuation and development
- Compilation of due diligence information including financial, market, demographic, site, federal, and state regulatory data
- Review and completion of applications and documentation necessary for debt and equity financing, property purchase and sale, property development, government subsidies, and rental contract maintenance
- Financial modeling and presentations with a focus on property valuation using a range of capital structures and financing tools unique to affordable housing
- Engage with Deal, Construction and Portfolio Management teams to ensure company, community and government standards are met in each deal
- Involvement in contract negotiation and review of legal documentation for joint venture and loan agreements, purchase and sale contracts, and ownership structures
- Validation and defense of budgets, assumptions, and pro-forma analysis, including the identification of challenges inherent to a given project
- Engage in community and resident outreach initiatives to tailor property improvements and services to meet the needs of neighborhood and residents
- Strong quantitative, financial analysis and modeling skills
- An understanding of the principles of finance and accounting
- Well-developed and adaptable writing skills
- Excellent communication and interpersonal skills at all levels are keys to success at Wingate
- Proficiency with standard suite of office applications and a firm grasp of Microsoft Excel
- Exceptional time management, strong organizational skills, and prioritization are necessary to succeed in a fast-paced environment where the
- Associate will be required to manage multiple projects with significant responsibilities and competing priorities
- Must be able to work well in an entrepreneurial environment, be a team player, and also take ownership of tasks
- Attention to detail as well as a strong desire to grow and succeed is critical
Job Summary
Full Time
$87k-116k (estimate)
05/03/2024
05/19/2024
wingatecompanies.com
Newton Center, MA
200 - 500
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The following is the career advancement route for Investment Analyst positions, which can be used as a reference in future career path planning. As an Investment Analyst, it can be promoted into senior positions as an Investment Specialist that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Investment Analyst. You can explore the career advancement for an Investment Analyst below and select your interested title to get hiring information.
