Investments Analyst

3 weeks ago


Toronto, Ontario, Canada Equiton Inc Full time
Posted Monday, February 24, 2025 at 5:00 AM

Analyst, Investments

About Equiton :

Founded in 2015, Equiton is a recognized leader in private equity investments, and we believe all Canadians should be able to responsibly build their wealth through high quality real estate investments. Our exponential growth is a direct outcome of our leadership team understanding how the industry works and how to create long-term wealth through real estate investing. We've discovered that finding the right opportunities involves time, experience, and discipline. Our strategy is always forward-looking, anticipating trends and adapting our selection to strengthen our market position, capitalizing on value creation opportunities, and building the most robust portfolio possible for our investors. We attract exceptionally talented people and create an atmosphere that rewards initiative, independent thinking, and integrity.

About the Position:

Reporting to the Vice President, Investments, the successful candidate will be responsible for assisting the Investments team on real estate property investments for the firm. Types of properties will include: multi-residential apartments, commercial income producing properties, as well as, sites for development (primarily sites slated for mid-rise / high-rise residential projects). The Analyst, Investments will be mainly responsible for preparing financial models, contributing to the due diligence process and will participate in all aspects of a transaction from sourcing to closing.

Key Functions and Responsibilities:

- Evaluate and underwrite potential core, value-add, and opportunistic real estate acquisitions on behalf of the firm's funds and separate accounts;
- Build and maintain complex financial models (primarily in Excel) to evaluate potential acquisitions and on-going projects; Perform sensitivity analyses to assess risks and returns under various scenarios.
- Track and analyze competitive properties, comparable transactions, and micro / macro economic indicators affecting real estate assets.
- Maintain market intelligence databases and regularly update internal stakeholders with key insights.
- Assist in the due diligence process and preparation of investment reports and presentation materials
- Obtain and analyze Information Memorandums from Brokers or Vendors
- Maintain files, system access, and documentation requirements for new acquisitions
- Maintain due diligence checklists and follow upon the completeness of the checklist for each transaction based on timelines
- Conduct detailed macro and micro market research on markets of interest
- Monitor new trends in the industry and assess potential impacts on the real estate portfolio
- Maintain weekly deal pipeline chart

Required Skills and Abilities:

- Proficiency in Excel (real estate financial modeling, DCF analysis, return calculations, sensitivity & scenario analysis) and PowerPoint. Experience with Argus is an asset.
- Exceptional quantitative and qualitative analysis skills, with the ability to interpret large datasets and translate them into actionable insights.
- Excellent oral and written communication skills with the ability to clearly and concisely communicate to both internal and external stakeholders
- Ability to thrive in a team-oriented, fast-paced environment, working closely with various departments to achieve common goals.
- Experience in the ability to meet tight deadlines while managing stakeholder communications.
- Positive and collaborative attitude.
- Excellent organizational skills, ability to work independently and multi-task
- Comfortable handling multiple projects simultaneously and managing shifting priorities effectively.

Education and Experience

- Bachelor's Degree, preferably in Real Estate, Commerce, Business, Finance or Accounting; CFA /CPA / MBA designation would be considered as an asset
- 2+ years of relevant experience in real estate financial analysis; Candidates with previous experience in working for a mid / large scale real estate company or having previous roles in consulting, investment banking, or corporate finance would be preferred

Our Commitment to Diversity, Equity and Inclusion :

In addition to being dedicated to building a workforce that leverages diverse talent, we are committed to fostering an inclusive and accessible experience where all employees feel valued, respected and supported. We are an equal opportunity employer that values a culture that reflects and celebrates diversity of thought, background and experience. If you require accommodation for any part of the recruitment process (including alternate formats of materials, accessible meeting rooms, etc.), please let us know, so that we will work with you to meet your needs. We thank you for applying, however, only those selected to continue will be contacted.

Our Core Values:

Rigorous adherence to a set of moral and ethical standards focused on respect, honesty, and fairness.

Individual responsibility for delivering on our commitments and being accountable for our decisions, actions, and results.

Offering the highest level of professional expertise, quality service and knowledgeable insights.

We recognize our customers are the reason for our success and know by putting their needs first, we foster trusting, long-term relationships.

Focusing on a growth mindset, continuous improvement, embracing change, and recognizing goals are achieved through dedication and hard work.

Please note that at present, legal eligibility to work in Canada is a prerequisite for this role.

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