Investment Management Analyst

Harbor Group Management • New York, NY

4d • Onsite

About The Position

HGI is seeking an Analyst to join our Investment Management team. The Analyst will play a pivotal role in analyzing, monitoring, and reporting on all aspects of an investment. The Analyst will perform investment management duties consisting of performance analysis, direct equity and credit investment valuation, investor reporting, investment model review, distributions, waterfall calculations, and other special projects. The team also focuses on communicating the company’s products, platform, competitive advantages, business model, and financial results to internal and external audiences, including HGI executives, auditors, and investors. The Analyst will work closely with the firm’s senior members and executives. The role is onsite, based in New York City.

Requirements

• Bachelor’s degree in finance, real estate, or a similar field; or equivalent work experience.
• At least one year of relevant experience in commercial real estate private equity, private equity, accounting or financial services.
• Proficient understanding of underwriting, deal structure, waterfalls, and private equity real estate fundamentals.
• Ability to work independently and collaboratively in a multidisciplinary team.
• Strong knowledge of Microsoft Excel, Word, PowerPoint and other similar platforms.
• Excellent attention to detail, analytical skills, and ability to prioritize projects.
• Exceptional interpersonal & communication skills, both verbal and written.

Responsibilities

• Review investment and fund performance, including financial modeling, pro forma cash flow, and analysis of market landscapes.
• Work with transactions team to evaluate the risk/return and potential fit of new investments.
• Contribute to quarterly distribution processes by aggregating financial data, analyzing performance, reviewing projections, and performing waterfall calculations.
• Assist in the valuation processes of investments within the portfolioAssist with the evaluation of new opportunities across property sectors and capital structures.
• Prepare detailed quarterly asset and fund performance reports, as well as custom investor reporting.
• Compile portfolio data for marketing materials such as due diligence requests and pitchbooks.
• Complete special projects and other related responsibilities.
• Communicate with third parties directly including investors, lenders, and auditors.
• Coordinate with all verticals of a private equity real estate firm, including Transactions, Asset Management, Accounting and Finance, Legal and Compliance, and Investor Relations.

What This Job Offers

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