Our Client is seeking an entry or mid-level real estate securities valuation professional. The position integrates the application of fundamental real estate valuation concepts with complex real estate securities analysis.
Responsibilities:
- Conduct research on clients, competitors, industry, and capital markets, including market cap rates, valuation multiples, property price indices, comparable ratios, credit spreads, and demographic trends
- Prepare market research reports to be used for internal analysis and presentation to clients
- Build, modify and utilize financial models for discounted cash flow, guideline market multiple, market transaction, fixed income and option valuations
- Perform valuation analyses on companies and their securities across the subsectors of the real estate sector, including but not limited to, commercial, residential, and multi-use using relevant qualitative information gathered, through the application of proprietary quantitative valuation models and subscribed database
- Assist with preparing and presenting the results of our analysis in a clear and concise manner
Requirements:
- Bachelor’s or Master’s degree in Finance, Accounting or Economics. Any coursework in valuation or securities analysis is a plus. CFA or CAIA designation(s) is a plus
- 0 to 5 years of real estate work experience, particularly with exposure to the investing in or valuation of debt and equity securities
- Exposure to creating discounted cash flow models from scratch, particularly whole loan portfolios, is preferred
- Working/Advanced knowledge of Excel, Word, and PowerPoint
- Working experience with Bloomberg, Intex, CoStar, Argus, Compass Analytics and/or REIC is a plus
- Strong oral and written communication skills
- Superior analytical capabilities
- Self-starter temperament with the ability to master new tasks quickly
- Experience working with diverse teams
- Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements
- Strong work ethic and ability to work flexible hours around critical due dates
- Current authorization to work in the United States without the need for visa sponsorship now or in the future
Location: Bucks County, PA
Salary: $70K range plus generous profit-share & bonus
