Analyst - Fund Management (Separate Accounts)

Hines•Houston, TX

About The Position

The Analyst - Fund Management supports Hines’s Separate Accounts team in the ongoing management of real estate investment portfolios and investor relationships. The role focuses on account- and portfolio-level analysis, financial modeling and forecasting, performance monitoring, reporting, and preparing materials for internal decision-making and investor communications. The Analyst also helps evaluate and underwrite new investment opportunities when accounts are deploying capital; transaction activity varies with account capital availability and the investment pipeline. The position reports to the Managing Director, Fund Management - Americas. It works with asset management, regional investment teams, Finance, Accounting, Research, Risk, Legal, and other internal groups to support account priorities, process improvements, and special projects. The work is primarily indoors, may include site visits, and may require travel and overtime as business needs dictate.

Requirements

Bachelor’s degree in finance, real estate, accounting, economics, business, analytics, or a related quantitative field.
At least one year of relevant experience in commercial real estate, investment management, finance, accounting, or a related field.
Excellent written and oral communication skills.
Ability to manage multiple assignments and recurring deliverables with competing deadlines.
Ability to analyze complex information and communicate conclusions clearly and concisely.
Advanced proficiency in Microsoft Excel, Word, and PowerPoint.
Strong quantitative, financial modeling, analytical, and problem-solving skills.
Self-starter and team player who works effectively across functions and organizational levels.
Sound judgment, exceptional attention to detail, and ability to produce accurate work under time pressure.
Ability to work overtime as business needs deem appropriate.

Nice To Haves

Experience with real estate financial analysis, portfolio reporting, investment underwriting, or asset management.
Experience with ARGUS Enterprise or data visualization tools.
Understanding of real estate investment, asset management, valuation, and performance measurement concepts.

Responsibilities

Prepare and maintain account- and portfolio-level financial models, forecasts, cash-flow and liquidity projections, and performance analyses using information from asset management, Finance, and other internal teams.
Prepare and review recurring and ad hoc account reporting, including quarterly reports, portfolio reviews, business plans, valuations, and responses to investor requests.
Review asset-level budgets, forecasts, valuations, and business plans; assess assumptions, material variances, and trends; and incorporate findings into account-level forecasts and portfolio analyses.
Support account-level planning and periodic reforecasting, including scenario and sensitivity analyses across portfolio investments.
Evaluate portfolio-level impacts of material asset decisions, including leasing, capital expenditures, financing, business-plan changes, and hold/sell recommendations.
Develop and apply working knowledge of partnership agreements, joint venture agreements, loan documents, investment guidelines, and other governing documents to evaluate account economics, approval requirements, compliance matters, and investment decisions, coordinating with Legal and other subject matter experts as appropriate.
Prepare clear, accurate materials for investor communications, governance meetings, internal approvals, and senior management reviews.
Evaluate and underwrite acquisitions and other investment opportunities, including financial modeling, market analysis, due diligence, investment committee materials, and transaction execution.
Coordinate with internal teams to support account priorities, process improvements, and special projects.