Sr. Investment Analyst

Southwest Value Partners•San Diego, CA

9h•Onsite

About The Position

Southwest Value Partners (SWVP), a privately held real estate investment company, is seeking a talented Sr. Investment Analyst to join its team. SWVP invests in and develops institutional quality real estate in growth markets throughout the United States. SWVP has a disciplined, high-energy approach to asset acquisition, development, operating execution, value creation, and disposition. The Sr. Investment Analyst is responsible for performing a wide range of complex analytical, valuation and financial modeling analyses utilizing a high level of quantitative, analytical and communication skills. Additionally, the Sr. Investment Analyst will support the senior management team through preparation of high-quality presentation materials. Ensuring quality work is delivered in a timely and professional manner and communicating effectively with both internal personnel and external third parties will be key. The environment at SWVP is fast-paced and dynamic, and the Sr. Investment Analyst will need to work well both independently and in a group setting. The Sr. Investment Analyst will report to the Director of Finance.

Requirements

Bachelor’s degree in related field required.
Minimum of 5 years relevant experience, 3 within a finance-focused role.
Proficient with MS Office; expertise in Excel.
Excellent financial modeling skills.
Strong verbal and written communication skills.
Understands the concepts of finance, accounting, capital markets and credit.
Ability to handle a large volume of work, effectively work under pressure and meet deadlines.
Ability to assume high level of responsibility as a member of a team.
Self-motivated, detail-oriented, accurate, reliable and flexible.
Ability to work independently with minimal direction.
Ability to communicate effectively, work well with a diverse group of business individuals within the company, and confidently interface with people outside the company.
Proven ability to maintain confidentiality with sensitive information.

Nice To Haves

Big 4 or Large Regional/CPA background a plus.
CPA or CFA certification a plus.
Real estate experience a plus.
Argus experience a plus.

Responsibilities

Independently build and understand complex financial models, applying a deep understanding of financial concepts and metrics including discounted cash flow, internal rate of return, and multiple on invested capital.
Perform in-depth market research and analysis related to multiple variables, including buy/sell factors, construction/development scenarios, “what-if” scenarios, exit scenarios, up-sides and down-sides.
Work closely with Legal and Construction teams, reviewing contracts, agreements, loan documents, offering materials, leases, etc.
Anticipate needs and understand priorities based on specific situations and proactively communicate with team members on status and prioritization of projects.
Develop an understanding of industry developments and trends with supporting analysis that enhances the company’s initiatives.

Benefits

Generous medical, dental, and vision available first of the month following hire date, includes FSA, HSA, and Dependent Care
Disability Insurance
Life Insurance
Employee Assistance Program
Supplemental Benefits
401k Matching
Employee Discount Program
Vacation and Sick Time
11 Paid Holidays
On-premise gym