Junior Investment Analyst Job at Confidential, Tampa, FL

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  • Confidential
  • Tampa, FL

Job Description

As a Junior Investment Associate/Analyst in Asset Management & Investments, you will report directly to the President. This position will play a key role in identifying, underwriting, and executing new acquisitions as well as managing existing real estate assets. Your responsibilities will include advanced financial analysis, the development and coordination of asset management strategies, and assistance in project management initiatives aimed at enhancing asset performance. You will also be expected to build and maintain relationships with external investment partners while coordinating effectively with various internal departments and stakeholders.

Primary Duties & Responsibilities

  • Conducts financial analysis for initial screening of asset investment opportunities and cash flow modeling to assess potential returns.
  • Drafts memos for investment committees and board decks to outline asset strategies, investment prospects, and key performance indicators.
  • Ensures compliance and organizational alignment through due diligence on approved transactions.
  • Coordinates with specialized third-party advisors and assists in executing both asset and debt financing transactions.
  • Contributes to investor reports and monitors financial performance, focusing on asset conditions and market trends.
  • Collaborates on strategy formulation and oversees annual property budgets, liaising with internal and external partners for implementation.
  • Facilitates communication across teams to enhance investment performance and provides analytical support for strategic decisions.
  • Produces board decks to effectively communicate key performance indicators, asset management strategies, and other relevant data for board meetings and executive reviews.

What We’re Looking For

  • Relevant experience in residential real estate-related investment business or investment banking.
  • Strong financial modeling capabilities with close attention to detail.
  • Effective communication skills, both written and spoken.
  • Ability to work in a fast-paced environment with a high level of autonomy.
  • Highly collaborative team player with a desire to contribute to a growing organization.
  • Eagerness to learn, ideate, and innovate.
  • Demonstrated ability to work under pressure.

Education & Experience

  • Three (1) to Five (5) of relevant experience in commercial real estate/real estate investment banking
  • University degree (Finance related) with a record of excellent academic achievement
  • CFA, CA or Master Degree/MBA are nice to have
  • Superior knowledge of software and analysis tools for the field, such as Excel, and PowerPoint
  • Some travel required

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