Investment Associate

6 months ago

Lethbridge, Canada Sumus Property Group Ltd. Full time

**About us**

Sumus Property Group is a passionate and motivated team with an aim to delight and inspire on each project we undertake. We are a real estate development company that works hard to push the boundaries and expectations in design, technology, and results in the real estate industry. We have created one of the largest diverse real estate portfolios in Southern Alberta in just the last 3 years, exceeding benchmark returns. Located in the historic Canada Post building in downtown Lethbridge, our focus is great projects with lasting impact for community wealth. If you are entrepreneurial minded, have an interest in real estate and love great design, we’d love to hear from you.

Our work environment includes:

- Modern office setting - Great Amenities
- Growth opportunities
- Wellness programs
- **Overall Function at Sumus**_

The Investment Associate is responsible for analyzing investment proposals and opportunities, underwriting conducting/leading due diligence on transactions, producing all internal and client documentation, bringing together real estate market and economic research materials, and closing new equity and debt transactions.

The Investment Associate will participate in acquisitions, capital raising packages, monitoring financial controls, measuring performance, creating, and implementing business plans. This position requires exceptional communication, and decision-making skills with the ability to cultivate strong relationships with investors, brokers, tenants, and industry professionals.
- **Reporting Structure / Contacts**_

This position reports to Managing Director, will work in conjunction with Projects, Properties, and Finance teams.**Responsibilities**:_

Investment & Financial Analysis and Reporting
- Conduct financial analysis, including property valuation, cash flow projections, and investment return analysis on development & hold opportunities.
- Prepare reports and performance metrics for stakeholders, including investors, lenders, and senior management.
- Implement budgeting and forecasting processes to ensure alignment with targets.
- Conduct market and property-level due diligence including the coordination of site tours/broker meetings, review of property level financials, rent rolls, third-party reports and preparation of sales/leasing comps.
- Prepare investment memoranda and financial analyses to showcase investment potential.
- Facilitate mortgage negotiations and financing arrangements to optimize capital structure and funding for property acquisitions and developments.
- Present and facilitate questions from Investment or Advisory Committee on proposed investments.
- Participate in active capital raising.
- Evaluate acquisitions, dispositions, and repositioning strategies to optimize portfolio composition and performance.
- Foster relationships with investors, providing regular updates, financial reports, and performance analyses and be accessible for communication.
- **Key Performance Indicators**_
- Advanced knowledge of financial statements and reporting.
- Ability to create systems and tools for accurate feedback and timely decisions.
- Maintain accurate and up to date lease records, tenant files, and expiration schedules.
- Positive working relationships with all buisness units.
- Completion or pursuit of a master's degree or professional designation (CFA, MBA, CA, AACI)
- would be an asset
- Experience in ARGUS or similar required.

Pay: $80,000.00-$115,000.00 per year

**Benefits**:

- Company events
- Extended health care
- Flexible schedule
- Life insurance
- On-site gym
- On-site parking
- Paid time off
- Wellness program
- Work from home

Schedule:

- Monday to Friday

**Education**:

- Bachelor's Degree (preferred)

Work Location: In person

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