- Develop and maintain detailed financial models to support the underwriting of potential acquisitions, development, and structured finance transactions
- Coordinates and lead due diligence, underwriting and closing process, including documentation review and analysis of key findings, rent analyses, detailed budget preparation, document checklist calls, lease audits, warranty review and warranty transfer, assessment of capital, assessment of staffing, 3rd party report engagement and detailed review, and analysis of historical operating documents
- Ability to recognize key risks or non-standard components of a transaction through review of 3rd party reports, deliverables and through comprehensive review of assets
- Work closely with senior management and have extensive interaction with the real estate community, including sellers, developers, lenders, brokers and third-party vendors
- Travel to project sites and work with capital maintenance teams to evaluate asset conditions, including potential code violations and any necessary repairs or other major capital needs
- Lead and collaborate with cross-functional teams to conduct thorough due diligence including legal, financial, and physical aspects
- Lead the preparation of investment memoranda, presentations, and other materials for internal and external stakeholders
Requirements
- Bachelor’s degree (B.A./B.S.) from a four-year college or university in business administration, finance, economics, real estate or related field
- 5+ years of related experience in multi-family real estate due diligence, asset management, or in a financial analysis role
- Experience with the California or Washington multi-family real estate markets preferred
- Strong financial and analytical skills
- Ability to prioritize and manage a variety of tasks within a tight time schedule
- Strong communication skills, including an ability to compile written materials and present underwriting to Company leadership, as well as the ability to efficiently coordinate various teams across the Company
- Proficiency in Microsoft Office, Yardi, and Adobe.
Core Competencies
Demonstrates expertise in financial modeling, due diligence, and underwriting processes within the multi-family real estate sector. Proficient in coordinating cross-functional teams and presenting findings to stakeholders while managing multiple tasks effectively.
Highest-signal resume keywords
- Financial Modeling
- Due Diligence Coordination
- Multi-Family Real Estate Experience
- Strong Analytical Skills
- Microsoft Office Proficiency
ATS Optimization Keywords
Hard Skills
- Financial Analysis
- Budget Preparation
- Risk Assessment
- Lease Audits
- Capital Assessment
- Document Review
- Investment Memoranda Preparation
- Third-Party Report Analysis
- Asset Management
- Code Violation Evaluation
Soft Skills
- Strong Communication Skills
- Task Prioritization
- Team Collaboration
- Presentation Skills
Industry Keywords
- Real Estate
- Acquisitions
- Structured Finance
- California Multi-Family Market
- Washington Multi-Family Market
Tools & Technologies
- Yardi
- Adobe