What are the responsibilities and job description for the Investments and Asset Management Analyst position at Bulfinch?
Role Responsibilities:
- Active member of both the Investment and Asset Management teams
- Support asset management activities including property level decision making, investor reporting, quarterly valuation, and annual budget tracking
- Involved with transactions from the time they are identified through underwriting, closing, development, day-to-day management, and disposition
- Support the analysis of investment and financing opportunities including financial underwriting, due diligence, market research, ad-hoc analysis, and the creation of investment committee materials
- Take responsibility in the preparation and evaluation of sophisticated Microsoft Excel and Argus models across asset classes, including waterfall and preferred equity analyses
- Support the construction team with the permitting and development process when necessary
- Act as a liaison with external parties in the organization of property tours, execution of CA's, collection of market data, and attendance at industry events
- Maintain proprietary databases and collect market research to support acquisitions efforts
- Identify and source potential opportunities in desired markets
- Update and assist with drafting of presentations for both internal and external meetings
- Analyze and summarize various deal-related documents, including but not limited to contracts, leases, and term sheets
- Take ownership of ad-hoc projects across the organization as they arise