Investment Analyst

MMI Group•Rosser, MB

53d•Onsite

About The Position

The Investment Analyst for MMI Group Inc. is a creative problem solver who demonstrates passion, optimism, and upholds a reputation as a trusted, results-oriented professional. The Investment Analyst is confident in financial analysis and modelling and uses their skills and expertise to optimize investment decisions, evaluate opportunities and projects, and maximize long-term value and portfolio performance. In addition, the Investment Analyst provides guidance on the risk and asset mix of the overall portfolio, making recommendations to leadership on investment decisions. The Investment Analyst reports directly to the Vice President, Asset Management.

Requirements

Bachelor’s degree in Finance (or a related field), or equivalent experience.
At least 3 years of experience in financial analysis, underwriting, and building financial models.
Advanced Excel and financial modelling skills are a must.
Proficiency in Microsoft Office (Word, PowerPoint) is required.
Strong analytical mindset with the ability to evaluate investments and make recommendations.
Comfortable preparing clear, concise reports and presentations for leadership.
Strong verbal and written communication skills.
Able to build and maintain positive relationships with stakeholders and provide excellent client service.
Able to manage multiple priorities, meet deadlines, and stay organized in a fast-paced environment.
A creative thinker who can solve problems and adapt quickly in a growing and changing environment.
A collaborative, self-motivated team player who values integrity, continuous learning, and building strong working relationships.
Able to make sound, data-driven decisions and approach challenges strategically.

Nice To Haves

A professional financial designation (e.g., CFA) is an asset.
Experience with U-Rite or Argus is an asset.

Responsibilities

Conducts in-depth research and analysis and connects with internal and external industry stakeholders in the interest of developing and maintaining a thorough understanding of assets, markets, and industry trends; shares relevant information as a thought leader within the organization.
Develops asset valuations as part of the strategic plan for all funds and syndications.
Leads deal structure, underwriting, and makes recommendations on investments to Leadership.
Participates in property acquisition analysis (financial modelling and due diligence) for both managed funds and co-ownership syndications.
Tracks, updates, and compares actual project results to pro formas and strategic plans to allow for quick, informed decision-making.
Leads Juniper Square updates, including valuations and annual returns.
Completes financial aspects of quarterly investor reports, ensuring that component financial pieces are completed accurately and on time by others in the organization as needed.
Provides support and assistance as required to other team members, in particular as workloads fluctuate.
Collaborates effectively with team members throughout the business.
Makes use of knowledge of standard office administrative practices and procedures.
Ensures that deliverables align with the strategic priorities of the business units supported.
Analyzes financial statements, economic indicators, and market trends to determine the financial health of current and potential investments.
Forecasts and reviews cash distributions quarterly.
Builds and maintains various financial models, amending regularly to reflect reality.
Updates pro formas throughout projects to ensure return metrics are achieved.
Actively researches market-standard processes, return metrics, and benchmarks, making recommendations to Leadership.
Ensures that all resources are used in the most effective and efficient ways to support business activities.
Conducts business in a fiscally responsible manner, considering budget and potential costs.
Attends industry events and conferences to network with potential clients and promote investment opportunities.
Conducts market research to identify new potential clients and generate leads for the business.
Participates actively in committees and team meetings as assigned.
Other duties as required and assigned.