Responsibilities:
- Manage and work with analysts and associates to conduct relevant research to support valuations, including market cap rates, valuation multiples, property price indices, comparable ratios, credit spreads, and demographic trends
- Gather and document pertinent data obtained through client interaction
- Build, modify and utilize financial models for discounted cash flow, guideline market multiple, market transaction, fixed income and option valuations
- Manage and assist analysts and associates with 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 and judgments to conclude fair value of relevant businesses and securities
- Prepare and review reports, and communicate results to clients
Requirements:
- 5 – 7 years of real estate work experience, particularly with exposure to the investing in or valuation of debt and equity securities
- 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 : track a plus
- Experience with creating discounted cash flow models from scratch and 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
Green card and/or US Citizenship is required
Location: Bucks County, PA / Hybrid
Salary: $150K – $170K plus profit-share & bonus
Contact a Recruiter at Careers On The Move
