Analyst/Associate, Investments & Portfolio Management
RCLCO Fund Advisors is a leading real estate investment consulting firm that advises large institutional investors. They are seeking qualified Analysts and Associates for their Investments & Portfolio Management team to underwrite investments, analyze opportunities, and prepare reports for clients.
Responsibilities
- Underwriting new investments on behalf of institutional investors (comprising over $50 billion in invested real estate equity) across multiple property types and locations, including the review of cash flow assumptions, pricing, fees, and preparation of discounted cash flow models including complex waterfall fee structures
- Analyzing investment opportunities in operating companies, separate accounts, programmatic joint venture, and funds
- Evaluating potential investment partners based on track records, strategies, pipelines, financial and operating structures, and management interviews
- Research and develop knowledge of industry trends and participants
- Reviewing existing assets, including investment performance reporting, hold/sell analyses, budget reviews, capital plans, restructuring analyses, and appraisal reviews; and
- Preparing reports and presentations to communicate key findings and recommendations to Investment Committee and clients
Skills
- Underwriting new investments on behalf of institutional investors (comprising over $50 billion in invested real estate equity) across multiple property types and locations, including the review of cash flow assumptions, pricing, fees, and preparation of discounted cash flow models including complex waterfall fee structures
- Analyzing investment opportunities in operating companies, separate accounts, programmatic joint venture, and funds
- Evaluating potential investment partners based on track records, strategies, pipelines, financial and operating structures, and management interviews
- Research and develop knowledge of industry trends and participants
- Reviewing existing assets, including investment performance reporting, hold/sell analyses, budget reviews, capital plans, restructuring analyses, and appraisal reviews
- Preparing reports and presentations to communicate key findings and recommendations to Investment Committee and clients
- Bachelor's degree in real estate, finance, economics, or with a demonstrated interest in quantitative analysis in the real estate industry
- Work experience requiring quantitative analysis, either through multiple internships or working in the private/public sector
- Proficiency in Microsoft Office applications including Word and PowerPoint, and particularly in the use of Excel for financial modeling and analysis
- Excellent written and verbal communication skills
- Demonstrated knowledge of commercial real estate underwriting and valuation
- Ability to structure quantitative and qualitative problem-solving approaches, and attention to detail and accuracy
- Years of experience - for Analysts: 1-2 years; Associates: 2-3 years
Benefits
- Hybrid schedule flexibility, with team members in the office three days per week and the option to work fully remote 4 weeks each year
- 100% paid healthcare for employees, including dental and vision insurance (with the option to upgrade plans and add dependents at team member's expense)
- Competitive vacation and wellness/sick time provided annually
- Family planning and fertility benefits
- Employer-paid family leave after one year of employment
- Employee stipend for continuing education and professional development
- Commuting stipend for team members not driving to work
- Cell phone stipend
- Wellness benefits such as an Employee Assistance Program, standing desks available to all team members, and healthy snacks supplied in each office location
- Annual employer contribution to 401(k)
- Option to participate in FSA or HSA
- In-office lunches and social events on a regular basis
Company Overview