Description
Ally Capital Group is currently searching for a Financial Analyst! This dynamic team member will support our private equity investment group to help enable them to reach a high level of production and provide exceptional value to our clients.
Ally Capital Group, LLC (“ACG”) is a private equity investment company headquartered in Tampa, Florida. ACG invests in real estate assets through debt and equity instruments. Since its inception, the Company has acquired a portfolio of properties equating to nearly $200 M in value. ACG has executed on investments in multiple asset classes including multi -family, retail, office, and mixed -use.
DUTIES AND RESPONSIBILITIES
- Prepares detailed financial analysis for investments in multiple real estate asset classes with a focus on multifamily, retail and office.
- Upgrades complex financial models and improves upon existing templates.
- Assembles comprehensive investment packages and proposals of all types.
- Performs analysis of historical and current comparative property specific data and market rent data related to economic metrics, along with current micro and macro market conditions, to determine financial underwriting and presentation assumptions to present to clients along with the decision logic needed in order to make recommendations.
- Coordinates and collects market research and data to determine appropriate rents, expenses and vacancy assumptions for new underwriting and/or presentation materials.
- Proactively collects, catalogues, and previews various trade areas and geographies in order to identify strategic investment opportunities.
- Updates and maintains internal database.
- Proactively researches and stays abreast of industry changes.
- Provides documentation of investment issues and root cause for future issue avoidance.
- Performs other duties as assigned.
KNOWLEDGE, SKILLS, AND ABILITIES
- 2-5 years of experience in real estate investments and valuation.
- Ability and diligence to read through offering memorandums, understand and extract critical information.
- Experience in cash flow forecasting, financial analysis, and real estate pro forma modeling.
- Ability to work well with groups under pressure when superiors give you big projects on short notice for pitches to private and institutional partners and clients.
- Desire to volunteer to be outside of comfort zone in order to learn new things.
- Expository writing skills.
- Understanding of how to create basic interactive maps using Google, Bing, etc.
- Fluent with basic real estate concepts for all major property types, strong grasp of financial terms and principles necessary in real estate underwriting (IRR, NPV, Return on Equity, investor waterfall structures, etc.)
- Working knowledge of capital markets.
- Ability to learn and comprehend capital markets related to private equity or investment banking.
- Ability to learn and comprehend Market Sales, Secondary Mortgage Markets (e.g., Mortgage Backed Securities, Whole Loans, and Asset Backed Securitization).
- Ability to take direction but work independently or as part of a team.
- Proactive thinker with a detail oriented approach to problem solving.
- Strong attention to detail, organizational skills, and the ability to meet time-sensitive deadlines. Ability to multi-task and adjust priorities in a constantly changing, fast-paced environment.
- Career orientation with a desire to learn and grow within the company.
Requirements
EDUCATIONAL/TECHNICAL REQUIREMENTS
- Bachelor’s degree from a regionally accredited university or college required. Degree in business, real estate, finance, accounting, or related field is preferred.
- Advanced level of proficiency in Excel.
- High level of proficiency in the remainder of the MS Office suite and internet / application software is required along with a willingness and ability to learn new software programs.
- Advanced level of proficiency in Excel projections in terms of calculations and functions.
- Specifically, but not limited to:
- Mixed cell references
- Nested If Statements
- The family of IFS functions
- Conditional formatting
- How to make an amortization tables
- ref/promote structure
- Waterfall structure
- High level of proficiency in Argus, ability to underwrite all asset classes as well as portfolios of properties.
- https://recruiting.paylocity.com/recruiting/jobs/Details/59790/Franklin-St/Financial-Analyst
