Investment Associate

Ontario Teachers' Pension Plan • Dallas, TX

13d • Hybrid

About The Position

Under general supervision, this role provides expertise through conducting complex analyses of data and developing related reports and recommendations to support investments in all of its initiatives. The Investment Associate underwrites real estate investment opportunities (acquisitions/dispositions) for both asset and corporate level transactions and performs asset and market due diligence. This role is responsible for the execution of real estate and real estate-related acquisitions and dispositions, including due diligence processes. The role involves the development and management of financial models for investments, joint ventures, scenario analysis and financing. It also leads research, analysis and execution of strategic initiatives. The Investment Associate is responsible for all aspects of the investment process: origination, deal execution, due diligence, and portfolio monitoring. They develop investment thesis and create memos to be presented to the investment committee. The role performs financial modelling and analysis such as: financial projections, sensitivity analysis, valuations, and returns. It drives sector research to identify investment targets and perform competitive analysis. The Investment Associate evaluates and monitors the ongoing performance of portfolio company investments. They develop and maintain relationships with partners, entrepreneurs, investment professionals, and service providers to facilitate deal sourcing and stays abreast of events and trends in the Real Estate sector. The role also supports ongoing strategic initiatives and reporting requirements.

Requirements

• Bachelor’s degree in Finance, Business, Economics, Mathematics, Statistics, or related field of study.
• Two (2) years related experience as an Investment Analyst, Market Analyst, or related occupation.
• Utilizing advanced Microsoft Excel for financial modeling, including complex formulas and multi scenario sensitivity analysis, to build and maintain DCF based models evaluating investment performance and returns.
• Developing investment committee presentations using Microsoft PowerPoint, incorporating financial models, charts and tables, valuation analyses, and investment recommendations.
• Utilizing ARGUS Enterprise software to perform property level cash flow forecasting, lease level modeling, and valuation analysis for real estate investment opportunities.
• Conducting financial due diligence, valuations, and underwriting for asset level and corporate level real estate acquisitions, including analysis of financial statements, rent rolls, and capital structures.

Responsibilities

• Conduct complex analyses of data and developing related reports and recommendations to support investments.
• Underwrite real estate investment opportunities (acquisitions/dispositions) for both asset and corporate level transactions and perform asset and market due diligence.
• Execute real estate and real estate-related acquisitions and dispositions, including due diligence processes.
• Develop and manage financial models for investments, joint ventures, scenario analysis and financing.
• Lead research, analysis and execution of strategic initiatives.
• Manage all aspects of the investment process: origination, deal execution, due diligence, and portfolio monitoring.
• Develop investment thesis and create memos to be presented to the investment committee.
• Perform financial modelling and analysis such as: financial projections, sensitivity analysis, valuations, and returns.
• Drive sector research to identify investment targets and perform competitive analysis.
• Evaluate and monitor the ongoing performance of portfolio company investments.
• Develop and maintain relationships with partners, entrepreneurs, investment professionals, and service providers to facilitate deal sourcing.
• Stay abreast of events and trends in the Real Estate sector.
• Support ongoing strategic initiatives and reporting requirements.

Benefits

• Comprehensive employer paid benefits coverage
• Competitive time off
• Flexible Travel Program gives you the option to work abroad in another region/country for up to a month each year

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level