What are the responsibilities and job description for the Sr. Investment Analyst position at Southwest Value Partners?
Southwest Value Partners (SWVP), a privately held real estate investment company, is seeking a talented Sr. Investment Analyst to join its team. SWVP invests in and develops institutional quality real estate in growth markets throughout the United States. SWVP has a disciplined, high-energy approach to asset acquisition, development, operating execution, value creation, and disposition.
The Sr. Investment Analyst is responsible for performing a wide range of complex analytical, valuation and financial modeling analyses utilizing a high level of quantitative, analytical and communication skills. Additionally, the Sr. Investment Analyst will support the senior management team through preparation of high-quality presentation materials. Ensuring quality work is delivered in a timely and professional manner and communicating effectively with both internal personnel and external third parties will be key.
The environment at SWVP is fast-paced and dynamic, and the Sr. Investment Analyst will need to work well both independently and in a group setting. The Sr. Investment Analyst will report to the Director of Finance.
Responsibilities:
- Independently build and understand complex financial models, applying a deep understanding of financial concepts and metrics including discounted cash flow, internal rate of return, and multiple on invested capital.
- Perform in-depth market research and analysis related to multiple variables, including buy/sell factors, construction/development scenarios, “what-if” scenarios, exit scenarios, up-sides and down-sides.
- Work closely with Legal and Construction teams, reviewing contracts, agreements, loan documents, offering materials, leases, etc.
- Anticipate needs and understand priorities based on specific situations and proactively communicate with team members on status and prioritization of projects.
- Develop an understanding of industry developments and trends with supporting analysis that enhances the company’s initiatives.
Qualifications:
- Bachelor’s degree in related field required.
- Minimum of 5 years relevant experience, 3 within a finance-focused role.
- Big 4 or Large Regional/CPA background a plus.
- CPA or CFA certification a plus.
- Proficient with MS Office; expertise in Excel.
- Excellent financial modeling skills.
- Strong verbal and written communication skills.
- Real estate experience a plus.
- Argus experience a plus.
- Understands the concepts of finance, accounting, capital markets and credit.
- Ability to handle a large volume of work, effectively work under pressure and meet deadlines.
- Ability to assume high level of responsibility as a member of a team.
- Self-motivated, detail-oriented, accurate, reliable and flexible.
- Ability to work independently with minimal direction.
- Ability to communicate effectively, work well with a diverse group of business individuals within the company, and confidently interface with people outside the company.
- Proven ability to maintain confidentiality with sensitive information.
Benefits:
- Generous medical, dental, and vision available first of the month following hire date, includes FSA, HSA, and Dependent Care
- Disability Insurance
- Life Insurance
- Employee Assistance Program
- Supplemental Benefits
- 401k Matching
- Employee Discount Program
- Vacation and Sick Time
- 11 Paid Holidays
- On-premise gym
Compensation: $120,000-$130,000 plus bonus
Schedule: Monday – Friday, 8am-5pm plus additional hours as needed
Location: San Diego, CA
Southwest Value Partners is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind. We are committed to providing an environment of mutual respect, the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, sex (including pregnancy and gender identity), national origin, age (40 or older) disability, genetic information, family or parental status, military service, or any other status protected by the laws or regulations in the locations where we operate. Southwest Value Partners will not tolerate discrimination or harassment based on any of these characteristics.