Investment Analyst Job at Hendricks Commercial Properties LLC – in Beloit, WI
The function of the Finance Division is to provide strategic financing strategies input and leadership advice on decision making issues affecting the company’s financial health.
The Investment Analyst is responsible for the underwriting, analysis, and financial modeling of commercial real estate investments. Deliverables (financial models, investment summaries, verbal feedback) will be utilized in developing internal valuations, formulating financing strategy, determining investment feasibility, and analyzing investment performance, among other ad hoc analytical tasks. In addition, the position will maintain the debt calendar, amortization schedules and submission of results.
This position contributes to the accomplishment of the company’s employment practices and objectives that will provide an employee-oriented, high performance culture that emphasizes empowerment, absolute accountability, quality, productivity and standards, and Objective and Key Results (OKR’s) attainment, and the recruitment and ongoing development of our culture, leadership, and a superior workforce in accordance to the Company’s Manifesto and Ultimate Objective.
ESSENTIAL DUTIES and RESPONSIBILITIES:
Provides financial analysis on a regular basis to drive strategic decisions and drive organization initiatives.
Assist in the creation and completion of financial models.
Measure, monitor and enhance the financial models.
Developing new and efficient techniques for evaluating and presenting investments.
Staying abreast of the latest trends and techniques of real estate investing and management analysis.
Create, maintain, and refine dynamic commercial real estate financial models to understand investment performance and determine the feasibility of opportunities
Utilize Argus Enterprise and Microsoft Excel for model creation and investment performance analysis
Calculate fundamental property-level return metrics from a levered and unlevered perspective
Conduct sensitivity and scenario analysis of investment opportunities and current holdings
Analyze existing investments to compare forecasted to actual performance and conduct hold-sell analyses
Write investment narratives to outline key investment details including market and sub-market trends, critical assumptions, value conclusion, expected investment performance, competitive set analysis, key investment strengths and weakness
Maintain the debt calendar, amortization schedules and submission of results
All other duties as assigned.
An individual in this position must be able to successfully perform the essential duties and responsibilities listed above. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
Education Bachelor’s degree in Accounting, Finance, Real Estate or related field.
Experience and/or Training Experience with Excel and financial modeling skills.
Technology/Equipment Proficiency in Microsoft Office including Word, Excel, and Outlook.
Experience and/or Training Experience with Argus preferred.
About the Company
Company: Hendricks Commercial Properties LLC –
Company Location: Beloit, WI