Investment Analyst positions focus on delivering results in their domain. This page aggregates open Investment Analyst roles and what employers typically expect.
**Join Our Team** Consider a career with Hammes if you are interested in being a part of a dynamic and entrepreneurial environment! We have been recognized as one of the Best Places to Work in Healthcare by Modern Healthcare. Founded in 1991, Hammes is a vertically integrated real estate solutions platform. Our capabilities include real estate strategy and planning, project management, development, investment and property management for healthcare clients and other leading institutions. Hammes is consistently ranked as one of the nation’s top healthcare developers by both Modern Healthcare’s Construction & Design Survey and Revista’s Outpatient Healthcare Real Estate Development Report. **Position Summary** The Private Equity Analyst is responsible for creating and performing real estate financial and market analysis for the Company’s real estate acquisition, development, and investment activities. This position will create pro formas, collect and analyze due diligence information, marketing analysis, draft investment update reports, and other related duties. **Principal Duties and Responsibilities** This list of duties and responsibilities is not all inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary from time to time. - Project Underwriting - Performs Budget, Economic, and Proforma return underwriting - Performs credit analysis on existing and potential tenants - Assists with scenario and sensitivity analysis of development projects - Capitalization Duties - Assists in creating financing packages in order to procure financing on Ownership portfolio - Reviews project team feasibility reports and prepares capital markets section - Reviews and compares lender proposals - Assists with required due diligence steps necessary to close financing - New Business Pursuits - Prepares and coordinates RFP responses and marketing presentations - Assists with and prepares Investment Committee Reporting, including the following: - Projects under development - Monthly leasing and budget reports - Prepares presentation for management alerting them to any budget issues - Proposed deals – Investment Package - Researches specific real estate markets to assess market demand, potential for demand and rate growth, competitiveness of comparable properties, and risk potential - Assembles and assists with complex financial models that identify the potential financial performance of an asset or portfolio - Reviews and assists with loan agreements, purchase and sale agreements, and ancillary documents related to the closing of a transaction - Operations and Investor Relations - Assists with preparation of annual meeting materials and related files - Reviews and assists with responses to investor requests, including asset- and portfolio-level analyses - Assists with quarterly and annual valuation and reporting processes - Other duties as assigned by the Firm’s professionals **Knowledge, Skills & Abilities** The requirements listed below are representative of the knowledge, skills, and abilities required to perform this job successfully. - Bachelor’s degree in Finance, Economics, Business Administration or related field, or equivalent combination of education and work experience - Ability to analyze and interpret information with strong research capabilities - Strong personal motivation and attention to detail - Demonstrated ability to multi-task, work successfully under pressure, and effectively manage time and workload - Ability to work independently - Advanced knowledge of Microsoft Office and proficient in Excel, Word, PowerPoint