Sr. Analyst, Real Estate Investment Analytics

2 weeks ago


Mississauga ON, Canada Chartwell Full time

Complexity and Scope of the position

Real Estate Investment Analytics & Portfolio Management is responsible for all aspects of on-going and strategic analysis related to acquisition and development investments, portfolio management and disposition case development.

Reporting to the Sr. Director, Real Estate Investment Analytics & Portfolio Management, the Sr. Analyst will be responsible for comprehensive investment and portfolio analysis. The Sr. Analyst will contribute to the team through research, data gathering (internal and external), financial modeling, investment analysis, due diligence and reports generation. In conjunction with other team members, the Sr. Analyst will collaborate with Finance, Strategic Planning and Analysis, Corporate Accounting and Tax teams and develop/enhance existing tools/models and processes.

Key Activities
  • Key member of Real Estate Investment Analytics team contributing to overall real estate investment activity.
  • Liaise with Acquisition, Development, Operations, Tax and Strategic Planning & Analysis teams.
  • Completion of detailed financial modeling for acquisition and/or development opportunities and preparation of summary documents needed for Investment Committee submission and approvals.
  • Contributing to analysis of potential acquisitions, developments, portfolio analysis, and supporting due diligence.
  • Supporting the end to end process; taking from the financial modeling, through support of Investment Committee presentation material, and providing assistance to various departments in the transition process.
  • Conduct assessments of past real estate transactions.
  • Create and manage central location for transaction related information.
  • Other duties as required
Qualifications

Education & Experience :

  • Undergraduate degree in Finance, Economics, or a related field.
  • CFA designation or progress towards the CFA designation is required
  • 4+ years of strong financial modeling experience required.
  • Proficiency with Microsoft Office products, Yardi, Oracle Hyperion, database management and reporting.
  • Experience in seniors housing, healthcare or hospitality sector preferred.
  • Knowledge of operational and/or financial accounting an asset

Skills & Abilities:

  • Ability to manage and validate large amounts of data, translate this data into relevant business information and present it to leaders from non-finance background.
  • Proven analytical skills with a natural interest toward analytical activities and investigation.
  • Excellent interpersonal communications and the ability to present ideas in a user friendly format.
  • Ability to effectively prioritize and execute tasks; seeks help when needed.
  • Ability to absorb and retain information quickly and to multi-task in a dynamic and fast-paced environment.
  • Flexibility in work hours will be required during peak periods, which may be somewhat unpredictable due to the nature of the team’s role
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