Transactions Associate

Franklin Templeton•Dallas, TX

1d•Onsite

About The Position

The Transactions Associate will work in collaboration with the Dallas-based acquisitions investment team to analyze potential property, portfolio, and M&A investments across the risk-return spectrum, and to execute the overall investment program for Clarion Partners' real estate investment advisory business. The candidate must be able to work independently and as part of a team that includes the disciplines of finance, acquisitions, asset management, development, research, and marketing.

Requirements

Bachelor’s degree in finance or real estate with a GPA of 3.5 or higher
3-6 years postgraduate experience as an investment analyst
Strong skills in financial analysis and modeling; high competency in preparing cash flows
Proven track record of success deploying capital into investments that generate projected returns and create long-term value for all stakeholders
Experience in the investment underwriting both commercial and residential asset types
Experience in preparing written investment recommendations and participating in investment opportunity presentations
Candidate should be extremely detail-oriented, proactive, and self-motivated with a strong work ethic and possess the ability to execute effectively in a fast-paced, deadline-driven environment
Candidate must possess strong interpersonal communication and writing skills as well as a high degree of integrity
Candidate must be able to be a strong team member with the ability to report up to middle-management and senior management, while also leading the members of the analyst pool

Nice To Haves

Acquisitions, asset management, or capital markets experience is preferred
Experience underwriting development and debt opportunities in addition is preferred

Responsibilities

Assembling and modifying discounted cash flow projection models with respect to an investment, utilizing both Microsoft Excel and Argus Enterprise
Utilize judgment, develop and form strong opinions on various underwriting assumptions and appropriate pricing/return parameters
Assist with, and in certain cases lead, all due diligence relating to new investments including, but not limited to, the review of third party environmental, engineering, and bespoke reports, title, survey, historical financial statements, leases, and market/competitive position research
Assembling and drafting investment memorandums to be presented to Clarion Partners and client investment committees
Demonstrating the ability to collect, ascertain, and review data from multiple sources while presenting such data in a concise and relative manner
Monitor and analyze the financial performance of properties, portfolios, and operating companies
Create and maintain portfolio models
Assist with financing and disposition transactions
Assist with preparation and review of portfolio level and client reports
Assist with special projects and prepare ad-hoc reports as needed