Analyst

About the Role

The Analyst will work closely with management to oversee a portfolio of multifamily properties in a geographic region and assist in the execution of property-specific asset business plans. The Analyst will also be responsible for assisting in acquisition activity in a geographic region which includes sourcing, underwriting, and closing deals.

Key Responsibilities

• Create, update, and analyze daily, weekly, and monthly financial monitoring tools
• Draft quarterly reports to investors to detail distribution amounts and property operations
• Conduct quarterly site visits to meet with onsite staff, discuss operations, examine property condition, and review recent and upcoming capital work
• Assist in developing asset business plans for each property and provide oversight on operations and capital expenditures to meet or exceed pro forma
• Negotiate vendor agreements for onsite capital work and recurring property services
• Identify trends and issues and make recommendations to increase income or capture cost savings
• Oversee annual operating budget process and approval
• Assist in the refinancing or sale of assets
• Establish and develop a network of relationships with brokers and owners to increase deal flow
• Maintain a pipeline of properties in a specific region and provide weekly updates to management on potential acquisitions
• Present acquisition opportunities internally to HVG team members
• Submit letters of intent on opportunities
• Create investor offering memorandums and internal investment committee presentations
• Manage all investor level documents and communication for capital raise on new acquisitions and ongoing property updates to investors
• Oversee due diligence process for new property acquisitions including unit walks, capital scope, asset business plan creation, and market research
• Assist with property closings including communication with seller, title company, and property management
• Complete all other duties as assigned

Requirements & Tech Stack

• High proficiency in Microsoft Excel, PowerPoint, and Word
• Ability to travel overnight up to 2-3 times per month

Qualifications

• 0-2 years of analytical experience; preferably multifamily focused
• Bachelor’s degree in Finance, Accounting, Economics, Real Estate, or other business-related fields
• GPA of 3.5 or higher
• Excellent analytical and quantitative skills
• Exceptional attention to detail
• Hard worker
• Eager to learn
• Strong problem-solving skills
• Highly organized with the ability to prioritize multiple projects
• Self-starter comfortable working in an environment with evolving roles and responsibilities
• Strong communication skills with the ability to interact with various internal and external parties