Opportunity:
Vertical Ventures is seeking a Senior Investment Analyst or Associate, depending on experience level, that will support the firm’s acquisition, portfolio management and asset/project management activities. The analyst will work closely with the executive team to manage and grow our platform. This role will provide an excellent opportunity for a professional looking to be involved in all facets of the real estate industry.
Summary of Duties:
Prepare analytical and marketing material (such as Executive Summaries, PPMs, etc.) necessary to consider investment opportunities and perform due diligence tasks as required to consummate targeted transactions. Prepare post-closing financial and other property analysis in support of portfolio management activities and assist in asset level business plan implementation.
Primary Duties and Responsibilities:
Acquisitions
- Underwrite potential investment opportunities
- Perform due diligence tasks in connection with potential investment opportunities
- Collaborate in the preparation and presentation of investment recommendations
- Prepare executive summaries and PPMs for investors
- Prepare metro-area market analyses
- Develop strong knowledge of the San Francisco Bay Area and other real estate markets
Dispositions
- Perform and update investment return analyses as necessary to evaluate exit scenarios
- Prepare and maintain the disposition model through final distribution and wind-down of the investment
Portfolio Management
- Prepare quarterly and annual investment strategy updates
- Prepare quarterly and annual valuation and return analyses
- Interact with external audit teams to explain and support assumptions utilized in year-end valuations
- Manage portfolio wide tenant analytics data base
Asset Management/Project Management
- Participate in annual business plan creation and implementation
- Assist with the project management of large-scale capital projects and tenant improvement projects
- Lease analysis
- Tenant financial analysis
- Interface with third party contractors including architects, general contractors, and city officials
Finance
- Assist senior management with financing and refinancing of assets
Work Arrangement:
Four (4) days per week (Monday – Thursday) in the Walnut Creek office and one (1) day per week (Friday) remote.
