Acquisitions Analyst Resume Samples
4.5
(109 votes) for
Acquisitions Analyst Resume Samples
The Guide To Resume Tailoring
Guide the recruiter to the conclusion that you are the best candidate for the acquisitions analyst job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.
Craft your perfect resume by picking job responsibilities written by professional recruiters
Pick from the thousands of curated job responsibilities used by the leading companies
Tailor your resume & cover letter with wording that best fits for each job you apply
Resume Builder
Create a Resume in Minutes with Professional Resume Templates
CHOOSE THE BEST TEMPLATE
- Choose from 15 Leading Templates. No need to think about design details.
USE PRE-WRITTEN BULLET POINTS
- Select from thousands of pre-written bullet points.
SAVE YOUR DOCUMENTS IN PDF FILES
- Instantly download in PDF format or share a custom link.
SO
S O'Reilly
Sasha
O'Reilly
428 Janae Cliffs
Philadelphia
PA
+1 (555) 144 2849
428 Janae Cliffs
Philadelphia
PA
Phone
p
+1 (555) 144 2849
Experience
Experience
Chicago, IL
Acquisitions Analyst
Chicago, IL
Hartmann LLC
Chicago, IL
Acquisitions Analyst
- Assist Portfolio Management in portfolio performance analysis
- Assist with the development of Operations’ department budgets for properties under contract and reconciles with original underwriting
- Assist Portfolio Management in evaluating the impact of potential acquisitions on
- Perform analysis of key performance indicators (KPI) for all assets
- Assist with the production of investor presentations, documentation; manage distribution
- Develop potential acquisitions by developing relationships with potential sellers
- Assist Portfolio Management in preparing investment plans, including review of
Boston, MA
Real Estate Acquisitions Analyst
Boston, MA
Rempel Group
Boston, MA
Real Estate Acquisitions Analyst
- Handle multiple projects for various management styles and manage conflicting priorities
- Participation in management of architectural, engineering, and other consultants on development deals
- Working closely with analysts, associates, VP's, and Principals
- Assist in coordinating the activities of acquisition teams
- Create, maintain and update sophisticated discount cash flow models for acquisition and on-going property budgeting purposes
- Assist in all phases of property acquisition and financing
- Creating and managing presentation packages for new and existing deals and internal/external reporting
present
Philadelphia, PA
Senior Acquisitions Analyst
Philadelphia, PA
Crist, Bergnaum and Kertzmann
present
Philadelphia, PA
Senior Acquisitions Analyst
present
- Responsible for underwriting and due diligence on acquisition opportunities, including coordination and oversight of third-party due diligence, closing, and asset/property management transition
- Prepare detailed financial modeling for new and existing assets, including variance analysis, quarterly valuations, debt analysis, cash flow projections, joint venture equity waterfalls, and return analysis
- Assist in capital raising initiatives which will include preparation of financial models and projections as well as the preparation of detailed financing memorandums and presentation materials
- Perform property level and market level research across various geographic regions
- Compile in-depth research on competitors, potential partners, tenants and other various contacts
- Prepare strategy memos for investment committee review
- Evaluate, analyze and abstract leases
Education
Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
Georgia Southern University
Bachelor’s Degree in Business
Skills
Skills
- Basic knowledge of real estate management principles and techniques as they relate to acquisition, development, operations and disposition of assets
- Accuracy and attention to detail
- Excellent written and oral communication skills
- Ability to work successfully in a fluid team environment under tight deadlines
- Strong financial and analytic experience including an understanding of IRR and NPV analysis
- Excellent interpersonal skills
- Assume full responsibility and accountability for own actions
- Project a positive, professional image both internal and with external business contacts
- Proactively demonstrate readiness and ability to initiate action
- Provide accurate and high quality work product in a timely manner
15 Acquisitions Analyst resume templates
Read our complete resume writing guides
1
Acquisitions Analyst Resume Examples & Samples
- Assist in coordinating the activities of acquisition teams
- Prepare property acquisition briefs for presentation to the Investment Committee, including the narrative, graphic charts and financial analysis
- LI-N
2
Mergers & Acquisitions Analyst Intern Resume Examples & Samples
- Participate in the valuation, due diligence, closing transaction and the development of an integration plan
- Assist in evaluation of strategic acquisition opportunities
- Collaborate with leaders within Finance, Legal, Human Resourse, Information Technology, Operations, Engineering, Marketing and Sales
- Assit with development of a standard format and create executive summaries on potential target companies
- Support and maintain the acquisition, distribution and management of due diligence documents
- Analyze historical and projected financial performance of acquisition targets
- Prepare financial and valuation analyses on high priority target companies
- Assit with financial modeling, due diligence, closing transaction, project and legal support to the M&A team
- Research and report on the performance and success of Garmins most recent acquisitions
- Current MBA student, with a Bachelors degree in Economics, Finance, Business or Accounting
- Strong academics (Minimum 3.5 cumulative GPA as a general rule
- Demonstrated advanced proficiency and experience with Microsoft Excel and PowerPoint
- Demonstrated strong and effective verbal, written, and interpersonal communication skills
- Must be team-oriented, possess a positive attitude and work well with others
- Ability to prioritize and multi-task in a flexible, fast paced and challenging environment
- Detail-oriented, organized and have the ability to work effectively with minimal supervision
- Self-starter with strong problem-solving and get it done attitude
- Excellent analytical skills, critical thinking ability and acute attention to detail
- Ability to work independently as well as collaboratively within a team environment
3
Real Estate Acquisitions Analyst Resume Examples & Samples
- Respond to principal and broker inquiries regarding properties for sale
- Develop and maintain management information reports and perform special assignments as required
- Some travel and real estate market analysis required
- Literacy in database, graphics and word processing software (PowerPoint and Word) is also necessary to develop management information reports and/or improve the efficiency of the Unit
- Two to four years of related work experience
- Familiarity with Midwest and or Texas real estate markets preferred
- Position requires work in the Hartford, Connecticut office with some travel to major eastern United States cities
4
CO OP Bilingual Investment Banking\mergers & Acquisitions Analyst Resume Examples & Samples
- Evaluating and analyzing the financial needs of corporate clients, including the development of financial models, marketing materials and presentations
- Generally supporting client pitch and deal execution efforts
- Financial and written analysis of companies and industries, including the development of valuation models, pro-forma financial statements and comparable company analysis, etc
- Sourcing the data required to perform financial analysis
- Drafting prospectuses and marketing presentations for transactions
- Preparing client presentations
- Fully bilingual in French and English (spoken/written)
- Proven record of outstanding achievement in academic and extracurricular activities
- A clearly defined interest in Investment Banking and/or M&A
- A high level of attention to detail
- The ability to manage multiple projects simultaneously while maintaining a high standard of work
- High professional standards
- A strong sense of personal integrity and teamwork
- Related industry experience is an asset
5
Development & Acquisitions Analyst Resume Examples & Samples
- Bachelor's Degree in Finance
- 3-5 years’ experience in Real Estate development and Finance
- Highly skilled in quantitative, financial analysis and modeling
- Proficiency in Microsoft Excel
- Proficient in preparing financial models for different asset classes (residential rental, condo, office, retail) for both development/construction and stabilized scenarios
- Knowledge of government financing programs, including affordable housing
- Ability to handle multiple projects and meet tight deadlines
- Strong interpersonal, written, verbal presentation and analytical skills
- Comfortable working in a highly entrepreneurial environment
- Graduate Degree
- Zoning knowledge
6
Acquisitions Analyst Resume Examples & Samples
- The ability to listen carefully and ask questions to clarify expectations is also essential
- Thorough understanding of real estate valuation and spreadsheet software (Argus and Excel) is critical in providing technical and analytical support
- Minimum of Bachelor's degree in business or economics
- Work experience should include the analysis of real estate investments for an institutional advisor, appraisal firm, REIT, or private real estate investment firm
- A strong understanding of the functions and responsibilities of various areas of UBS Realty Investors will need to be developed
- Familiarity with western United States real estate markets preferred
- Position requires work in the San Francisco, California office with travel to major western United States cities
- LI-Priority
- LI-Recruiter
7
Mergers & Acquisitions Analyst Resume Examples & Samples
- Provides analytical support for financial analysis of strategic M&A transactions. Analysis includes but is not limited to preparing discounted cash flow models, financial impact analysis, comparable trading tables and precedent transaction tables
- Helps coordinate the due diligence process in close collaboration with business units and functional partners
- Assists in preparing presentation materials to senior management including evaluation of potential transactions
- Assisting the Corporate Development Group in all elements of internal consulting services provided to the firm’s business groups, including, but not limited to: market research, trend analysis and competitor/target assessments
- Other duties as assigned by senior Corporate Development staff
- Honours-level University degree in Business/Finance/Economics/Math or similar field
- Above average analytical and quantitative skills
- 2+ years of financial modeling, valuation and transaction experience
- Strong work ethic and collaborative working approach
- Flexibility to adapt working hours to the situation required
- Advanced computer skills: Excel, Word, PowerPoint
8
Acquisitions Analyst Resume Examples & Samples
- Prepares financial models projecting the operating performance and net after-tax benefits of multi-family real-estate investments
- Audits financial models prepared by others to ensure projections are accurate and consistent with current tax legislation and RJTCF’s investment guidelines
- Analyzes variances between our models and actual operating performance observed at the properties
- Prepares benefit projections to fulfill reporting requirements to investors in existing funds and to assist in the marketing of new funds to prospective investors
- Prepares reporting and analysis to assist in responding to investor due diligence requests
- Performs other duties and responsibilities as assigned
- Under guidance/supervision, organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment to meet required results
- Analyze data, identify issues, draw logical conclusions and interpret results for use in decision making
- Provide accurate and high quality work product in a timely manner
- Gather data from multiple sources, review, and accurately input data into various spreadsheets or database
- With some guidance/supervision, identify required tasks, develop timelines and execute
- Demonstrate sensitivity to customer needs (both internal and external) and proactively address customer needs
- Assume full responsibility and accountability for own actions
- Demonstrate uncompromising adherence to ethical principles
- Advanced skills in Microsoft Excel
- Reading and understanding tax returns, financial statements, operating and cost budgets, and LIHTC specific documentation
- Communicating effectively orally and in writing
- Preparing and interpreting real estate financial projections and reporting
- Utilizing database and document management software to gather varied and complex information
- Operating standard office equipment and using required software applications including Microsoft Office to produce correspondence, reports, electronic communication, and spreadsheets
- Fundamental concepts, principles and practices of Low Income Housing Tax Credit (LIHTC)
- Fundamental concepts, principles and practices of the real estate industry
- Principles of banking and finance industry operations
- Communicating effectively both orally and in writing
- Reading and understanding standard real estate and LIHTC specific documentation
- Real estate investment risk analysis
- Real estate financial projections and reporting
- Under guidance/supervision, identify required tasks, develop timelines and execute
- Bachelor’s Degree (B.A.) in business, finance, accounting or related field and some real estate experience
9
Acquisitions Analyst Resume Examples & Samples
- Preparing and analyzing property valuations for real estate investments. A thorough understanding of discounted cash flow techniques utilizing software tools such as Argus, Project, Excel, and Word is strongly preferred. Also requires understanding of lease review and the analysis of property budgets and historical operating statements including tenant reimbursement provisions
- Responding to principal and broker inquiries regarding properties for sale
- Assisting in coordinating the activities of acquisition teams
- Preparing property acquisition briefs for presentation to the Investment Committee, including the narrative, graphic charts and financial analysis
- Developing and maintain management information reports and performing special assignments as required
- Handling multiple projects for various management styles and managing conflicting priorities
- Occasional travel to southeastern real estate markets will be required
- LI-JB2
10
Acquisitions Analyst Resume Examples & Samples
- Support all aspects of the acquisition deal process
- Analyze and develop detailed financial models and projections
- Develop potential acquisitions by developing relationships with potential sellers
- Identify risks and upsides of potential seller
- Coordinate to complete due diligence review
- Prepare due diligence report and presentation to upper managemet
- Negotiate by working with outside counsel contracts and closing schedules for the acquisition
- Ad hoc analysis and presentations for upper management
- Bachelor’s Degree in Finance
- At least two years of experience with mergers and acquisitions or with investment banking
- Eagerness and capable to travel up to 50% of the time
11
Acquisitions Analyst, Kent Resume Examples & Samples
- Minimum 5 years' experience working with Microsoft SQL Server and demonstrable knowledge predictive model building. (Using any of SAS/ FICO/R/SPSS etc.)
- Good communication skills in English - both written and verbal
- Strong technical skills, encompassing and going beyond competent use of Microsoft products
- Ability to influence across a range of backgrounds and levels of seniority
- Strong business interest
- Excellent quantitative, analytical and methodological skills combined with a strong interest in financial sector
- Strong presentation and communication skills, able to communicate and corporate with the credit committee, management and local offices
- A good degree in a numerate subject, preferably in a relevant subject (maths, statistics, operational research, economics)
- Minimum 3 years experience within a consumer collections/Risk environment
12
Acquisitions Analyst Resume Examples & Samples
- Analyst responsibilities include management of finished goods inventory across multiple branch plants and returns facility to ensure proper inventory levels are maintained. Accountable for perpetual inventory balances and ensures finished goods inventory availability. Analyze inventory in order to create proposal for destruction of excess and obsolete goods. Participate in inventory reduction and cost savings initiatives. Item set-up and maintenance of Bills of Materials
- Vendor management responsibilities include monitoring KPI's and evaluating performance and service levels, such as on-time performance, pricing discrepancies, shipping accuracy, invoicing accuracy and overall customer service
- Systems responsibilities include assisting with evaluation of current systems - recommending system enhancements and modifications to IT, creation and maintenance of departmental procedures as they release directly to systems or to physical processes. Other systems responsibilities would be the evaluation and modification of internal and external reporting
- Provide superior customer service to our 3rd Party Customer(s). Analyst will be responsible to meet agreed upon SLAs for all requests and inquiries
- Analyst will also be responsible for creating and maintaining a project report containing all current projects/inventory status including participation in weekly 3rd Party Customer(s) meetings, Inventory Planning review meetings, Supply Chain meetings and any other Operations meetings. This position will also provide other ad hoc reports on request
- Participate in presentations to operations, vendors and 3rd party customer(s) as required
- Support departmental business plans as outlined by Management
- Best practice supply chain system measures and processes
- Systems: Knowledge of Excel, Oracle, BI Apps, charting programs, PowerPoint, and others
- Organization, coordination and planning
- Presentation (both preparing decks & presenting results)
- Analytics and problem solving
- Communication, written and verbal
- Has a growth mindset: high achiever, willingness to learn, accept new challenges and improvement-oriented
- High value toward positive culture and communication in your work environment
- Positive & solution-oriented
13
Senior Acquisitions Analyst Resume Examples & Samples
- Assist advisors as they perform buyouts, mergers, acquisitions or divestitures within their business or enterprise
- Provide detailed reporting and data analysis on LPL’s closed, current and future client acquisition deal flow
- Build and expand upon existing, complex financial models to provide financial decision support for buy-side facing clients
- Continue to enhance and update LPL Valuation metrics for the purpose of maintaining current multiples for valuation integrity
- Assist advisors in data analysis and other performance metrics through acquisition due diligence
- Become a specialist and subject matter expert in small business mergers and acquisitions and alternative deal structure strategies
- Assist with enhancement of LPL’s internal library of acquisition strategy whitepapers
- Assist in the sales process and preliminary underwriting of LPL’s acquisition and growth loans within LPL’s Advisor Capital Program
- Cataloguing LPL advisor acquisition interest and assist in providing matchmaking between both buyers and sellers
- Be able to present or speak in front of small to audiences
- Ability to think strategically and provide insights related to the internal and external business drivers facing not only advisors, but also the broker dealer for acquisition, succession, and advisor trends
- Assist LPL’s business development team driving incremental new store sales by in providing key insights to potential LPL recruits regarding SBS’s capabilities
- Further assist the acquisition team in streamlining and developing scalable solutions to service the growing demands for advisor M&A activity
- Bachelor's degree in Business, Finance, Economics, or related field
- MBA or other advanced degree a plus
- FINRA Series 7 and 63 a plus
- Minimum of 3-5 years of experience in a related function
- Strong knowledge of financial analytics, building complex financial models, and valuation analysis
- Knowledge of M&A preferred
- Basic knowledge of investment products, the industry, and end investor
- Demonstrated knowledge of LPL platforms, products and services a plus
- Prior experience interacting with advisors and senior management
- Ability to perform in a fast-paced, dynamic environment
- Up to 10% travel anticipated
14
Acquisitions Analyst Resume Examples & Samples
- Conduct comprehensive underwriting and due diligence procedures on prospective real estate acquisition opportunities
- Prepare accurate financial models, projections, and analysis on prospective property acquisitions including property operational underwriting and return on investment modeling
- Utilize or enhance existing Excel acquisition-underwriting templates and maintain other financial and analytical models
- Review, analyze, and comprehend, a variety of real estate documents
- Assist with the preparation of investment packages
- Other accounting duties or supervision of duties as assigned
- BA/BS in Accounting or Finance required, CPA or CMA preferred
- 3+ years of experience with significant accounting responsibilities with real estate underwriting experience preferred
- Strong real estate financial model and analysis experience
- Experienced in business writing
- Public accounting experience in auditing or tax a plus
15
Acquisitions Analyst Resume Examples & Samples
- Perform ARGUS and Excel based real estate cash flow modeling
- Underwrite potential acquisitions
- Prepare market feasibility analysis
- Compile, analyze and interpret market research
- Assist Portfolio Management in evaluating the impact of potential acquisitions on
- Existing portfolios
- Assist Portfolio Management in preparing investment plans, including review of
- Asset underwriting, asset hold-sell decisions, and portfolio optimization
- Assist Portfolio Management in portfolio performance analysis
- Review operating statements and tenant leases
- Research viability and financial condition of tenants
- Assist in the preparation of documents to be presented to the Investment
- Committee supporting recommended investment activities
- Bachelor’s degree in Finance, Accounting, Real Estate, Economics or Mathematics
- Minimum of two years' relevant experience
- Proficiency in financial modeling (required)
- Strong MS Word and Excel skills (required)
- Familiarity working with ARGUS software
- Experience modeling joint ventures with waterfalls in Excel
- Appraisal coursework or strong Accounting background helpful
- Light travel
16
Mergers & Acquisitions Analyst Resume Examples & Samples
- Build financial models for potential investments and acquisitions
- Work closely with Executive team and CFO on new strategic initiatives
- Create and present investment and partnership opportunities
- Conduct due diligence for potential acquisition candidates
17
HR Mergers & Acquisitions Analyst Resume Examples & Samples
- Owns the creation of HR M&A status reports, consolidating input from team leads, and reporting out to Integration Leads
- Supports the HR M&A leads in executing against their deliverables as needed
- Drives the issue, risk, action, and interdependency management processes, monitoring progress and following up as needed. Helps identify which activities require escalation and informs HR M&A lead; supports the development of impact analyses and contingency plans
- Responsible for organizing and helping to facilitate M&A Face to Face meetings during planning sessions
- Tracks M&A deal resources and budget and reports to HR M&A lead
- Exceptional analytic and critical thinking skills
- Experience in M&A and Familiarity with all phases of M&A deal life cycle.·
- Exceptional written and oral communication skills. Ability to effectively communicate and establish credibility with all levels of the organization, including Senior Management, Team Leads, and team members
- Proven ability to meet deadlines; critical to move at fast pace in M&A environment
- Ability to develop preliminary interpretations of findings and to recommend suggested actions based on the findings
- Independent, self-starter attitude with the ability to complete projects with limited supervision or direction
- Exceptional organizational skills with ability to handle multiple priorities and adapt to change
- Collaborative working style, ability to develop / sustain productive work relationships with key stakeholders across all areas and levels of the organization
18
Acquisitions Analyst Resume Examples & Samples
- Bachelor’s degree required with a background in finance, mathematics, economics, or business, preferably real estate focused
- Requires a working knowledge of computer modeling techniques and valuation software products, strong quantitative financial background and statistics
- Ability to quickly and accurately analyze large quantities of information and communicate results, including views on financial and non-financial aspects of a transactions
- Successfully completed trainee/internship program preferred
- Experience with ARGUS
19
Acquisitions Analyst Resume Examples & Samples
- Preparing and confirming detailed pro forma cash flow projections for potential investment opportunities
- Preparing summaries of investment opportunities for internal or client presentation
- Coordinating and participating in due diligence relating to investment opportunities
- Gathering market comparable data for transactions, as well as maintaining and updating internal database of market activity
- Supporting the transactions team across multiple offices in summarizing and analyzing various investment opportunities across the Asia-Pacific region
- High performing business graduates with 1 – 3 years of experience in an Acquisitions analytical role
- Understanding of real estate finance, property valuation and equity investment analysis
- Ability to prioritize tasks, work on multiple assignments, and manage ambiguity
- Ability to work both independently and as part of a team with professionals in multiple offices at all levels
- Proficiency in Microsoft Office, including high level of expertise in Excel; knowledge of Argus a plus
- Fluent in English in all forms of communication, with business-level proficiency of a second language (Mandarin, Japanese or Cantonese) a plus
20
Mergers & Acquisitions Analyst Resume Examples & Samples
- Analyzes, consolidates and interprets financial data
- Prepares detailed reports and presentations for review by all levels of management
- Monitors actual results of financial data against plans, forecasts and budgets
- Consolidates a wide range of operating and financial projections for the development of both short-term and long-term business plans
- Excellent PC skills including experience with Microsoft applications
- Good knowledge of financial statements and strong quantitative skills
- General understanding of the M&A process and standard terminology
- Excellent skills with MS Office Word, PowerPoint and Excel
- Ability to create and manage a SharePoint site
- Basic understanding of valuation concepts and utilizing Excel to perform financial analysis
- Ability to use Excel to create reporting templates and analytical tools
- Outstanding communication, collaboration and consultative skills
- Project management and strong documentation skills
- Ability to complete complex tasks in a timely fashion
- Ability to assist in streamlining complex processes involving multiple functional areas of the bank
- Ability to learn, maintain and develop the IBM M&A Accelerator application
- Experience in training fellow associates to learn an application or system
- Strong understanding of financial reporting
- Track record of utilizing technology to enhance business performance
- Attention to detail and accuracy are critical skills for this role
21
Acquisitions Analyst, Space Programs Resume Examples & Samples
- BS degree and 2+ years experience in technical discipline or equivalent experience Strong collaborative ability to work with a small team of skilled engineers Strong interpersonal skills, communication (oral and written), and presentation skills Capable in Microsoft Office products (Word, Excel, PowerPoint)
- 1-5 years’ experience with systems engineering
- Preferred Master's Degree or higher with communication systems emphasis
- Experience with space or aeronautical systems engineering & integration programs and projects Experience with communication satellite/terminal performance analyses, link budgets and interfaces
- Experience with military satellite communication
22
Junior Acquisitions Analyst Resume Examples & Samples
- Provide support on multiple factors of the full acquisition life cycle, including cost, scheduling, and performance. Has a working knowledge of Federal Acquisition Regulation, DoD procurement policies and procedures, and procurement, acquisition, purchasing, or operations business processes. Have an understanding all aspects of acquisition life cycle activities (pre-award, award, post-award). Responsible for assisting in the development of various documents to support the acquisition process
- Participate in development of acquisition documentation and acquisition request packages, including
- Must have Knowledge or work experience involving acquisition and procurement or program management
23
Acquisitions Analyst Resume Examples & Samples
- Review financial statements and prepare preliminary valuation of real estate assets
- Assist in the evaluation of investment returns based on cap rates, discounted cash flows, use of leverage and Illustrate trends and possible risks of potential opportunities
- Develop underwriting and modeling for potential market strategic opportunities
- Review financial and operational due diligence materials for acquisitions
- Assist with the development of Operations’ department budgets for properties under contract and reconciles with original underwriting
- Coordinate closings with the Operations Department to ensure a smooth transition of newly acquired properties
- Prepare and assemble proration information for closings and verify accuracy of closing statements
- Perform post-closing reconciliations
- Travel to trade shows and property audits as market opportunities develop
- Bachelor’s Degree in Finance or a related discipline required; Master’s Degree preferred
- Two to three years related experience and/or training; or equivalent combination of education and experience
- Ability to work well with strict deadlines
- Proven ability to build relationships at all levels within assigned area
- A creative approach to problem solving, with a humble, team oriented and optimistic attitude
- Ability to effectively translate complex information into clear and effective messages
- Communicates clearly and effectively with both internal and external associates
- Strong verbal and written presentation skills and the acumen to communicate complex ideas in a simple way and to tailor key messages and presentation style to multiple audiences
- Goal-oriented and possesses the ability to prioritize on a consistent basis in an ever-changing environment
24
Mergers & Acquisitions Analyst Resume Examples & Samples
- Recommendations for corporate development projects, spanning from overall corporate-level strategy to M&A, investments and joint ventures
- Assisting in live corporate development executions, including acquisitions, divestitures, joint ventures and strategic investments
- Developing market intelligence and insights on key industry trends (market size & opportunity, business model, technology, IP, competitors, customers, etc.) as well as competitor activities (M&A, investments, partnerships, etc.), and their strategic implications
- Bachelor’s Degree (MBA a Plus)
- 2-5 years of specific experience in M&A
- Knowledge of commonly-used concepts, practices, and procedures and ability to teach and mentor others in the M&A area
- High energy, good interpersonal skills, driven
25
Acquisitions Analyst Resume Examples & Samples
- Bachelor’s Degree in accounting, finance, business or quantitative methods required
- At least one year of related and pertinent work experience
- Must be skilled in use of spreadsheets, databases and computerized modeling
- Demonstrated proficiency in Excel and familiarity with Access
- Must have effective organizational, communication, time-management and interpersonal skills and high attention to detail
26
Global Acquisitions Analyst Resume Examples & Samples
- Support all aspects of acquisition opportunities across all of RGA’s markets in coordination with others across the organization
- Improve effectiveness of transaction tracking log and communication. Provide high level information to keep key internal people informed; serve as a reminder for opportunities needing attention, and as a tool to look back at historical activities
- Support the prospecting and marketing activities of acquisition opportunities with RGA associates across all markets through data mining and other efforts
- Support the development of the business case regarding RGA’s strategy in the administrative reinsurance marketplace. Potentially may include supporting strategic alliances with third party administrators in exploration of administrative reinsurance solutions
- Support the development and management internal training and externally focused collateral materials in support of business development
- Develop a catalog of past transactions, including items such as buyer, seller, financing, structure, price and other relevant metrics, estimated return, other bidders, advisors, blocks of business
- Prepare and present client, pricing and due diligence information into a financial friendly manner
- Develop tools to improve the presentation of accounting and capital implications for various transactions with the emphasis of improving organization such that efforts are not duplicated
- Provide process management in executing on acquisition opportunities and integrating acquired blocks of business
- Standardization of tools for soliciting and transacting include status reports, due diligence check lists, client materials, transaction summary, transition plans, etc
- Maintain regular and predictable attendance
- Bachelors Degree in Business or related equivalent work-related experience
- 3-5 years experience in investment banking, market analysis or similar experience
- 1-2 years experience in a senior technical/professional, project lead, or supervisory position
- Intermediate ability to understand short and long term implications to RGA of the reinsurance transaction structures
- Intermediate Word, Excel and PowerPoint skills
- Ability to research industry data, news and other sources to generate and evaluate potential transactions
- Advanced oral and written communication skills demonstrating ability to share and impart knowledge
- Ability to quickly adapt to new methods, work under tight deadlines and stressful conditions
- Advanced investigative, analytical and problem solving skills
- Advanced ability to set goals and handle multiple tasks, clients, and projects simultaneously
- Ability to appropriately balance priorities, deadlines, and deliverables
- Ability to work well within a team environment and participate in department/team projects
- Advanced ability to translate business needs and problems into viable/accepted solutions
- Advanced skills in customer relationship management and change management
- Ability to manage multiple projects or teams and set applicable goals
- Advanced negotiating and persuasion skills
- Ability to liaise with individuals across a wide variety of operational, functional, and technical disciplines
- General business knowledge
- Advanced people management skills, demonstrating the ability to lead, mentor, and develop associates; including the ability to delegate key areas of responsibility
27
Acquisitions Analyst Resume Examples & Samples
- Perform comprehensive real estate valuations through comp and land residual analysis
- Conduct economic, demographic, and market research, and due diligence on investment opportunities
- Create and/or review underwriting models for evaluation of direct investments, acquisition and lending opportunities
- Prepare due diligence materials for evaluating new investment opportunities
- Assist team in tracking acquisition pipeline
- 2016 WORLD’S MOST ADMIRED COMPANIES LIST (#6)
- Bachelor's degree in Business, Real Estate, or Finance
- Financial modeling skills/proficiency in Microsoft Excel
- Real estate experience in the areas of home building, development, finance, or market research a plus
- Goal-oriented and highly motivated
- Zero to three year(s) of professional work experience
- Position may require travel for site visits
28
Finance Mergers & Acquisitions Analyst Resume Examples & Samples
- Working towards or recently qualified in a recognised accounting qualification (ACA, ACCA, CIMA)
- Experience of working in a finance function and knowledge of budgeting processes
- Ability to manage change and deal with ambiguity, as well as the ability to quickly build a deep understanding of ARM’s current business from a cultural and operational perspective
- Ability to quickly develop credibility and rapport with key stakeholders and work well in a highly collaborative environment
- Ability to track and follow up with multiple stakeholders, ensure timely deliverables and resolve issues
- Attention to detail, problem solver, enthusiastic and willing to be hands on
- Partner and customer focus – your tendency to put your partners and customers first in all that you do by understanding their needs and striving to achieve win-win solutions
- Collaboration and communication – your ability to forge lasting relationships which are built upon mutual trust, open communication and sharing of information and success
- Creativity and innovation – possessing a passion for driving continuous improvement through spotting opportunities and seeking the views of others
- Team and personal development – you take time to drive your own development, whilst also encouraging team members and partners to do the same
- Impact and influence – you listen to different perspectives, evaluate, persuade and carefully shape your work to deliver truly impactful results
- Deliver on your promises – you demonstrate a can-do attitude and you drive to overcome obstacles, acting with a sense of urgency because you’re passionate about what you do
29
Acquisitions Analyst Resume Examples & Samples
- Support the Acquisitions Team of our Real Estate US
- Prepare, analyze and present property valuations for real estate investments
- Understand discounted cash flow techniques and facility with software tools such as Argus, Argus Enterprise, Microsoft Office
- A basic understanding of real estate leases, the ability to review and analyze leases including reimbursements and percentage rent clauses as well as rent rolls
- The ability to understand property operating budgets, financial statements, and pro forma projections
- Ability to work in a team environment, manage work flow process and develop management reports
- Willingness to engage in special assignments and research as required
- Capable of handling multiple projects for various management styles and managing conflicting priorities
30
Corporate Development Mergers & Acquisitions Analyst Resume Examples & Samples
- 3-5 years’ of relevant work experience
- Strategy consulting, investment banking, or corporate development experience
- Outstanding research, quantitative, and critical thinking abilities
- Strong IT and Enterprise software and related technology knowledge a strong plus
- Internally motivated self-starter, comfortable with ambiguity
- Ability to plan, organize and establish priorities to meet goals
- Must be able to work under deadlines to meet objectives and be able to handle multiple tasks
- Very strong quantitative analysis skills
- Strong verbal and written communication skills to include MS Word, PowerPoint & Excel
- Strong influence management skills across different levels
31
Mortgage Digital Acquisitions Analyst Resume Examples & Samples
- Identify new data sources and techniques to drive Digital originations for CitiMortgage
- Support the delivery of the Paid Search/ Search Optimization marketing spend
- Identify leading indicators at each stage of the digital acquisitions funnel
- Operate in a Test / Learn / Change environment based on key performance metric providing ongoing learnings
- Lead projects end-to-end: identifying and structuring the problem, analyzing root causes, developing solutions, communicating project results, and getting buy-in for change
- Develop real time campaign analytics and performance insights, ensuring quality control processes are in place for test / control design and overall campaign file development
- Working with internal cross-affiliate teams, functional partners and external vendors to execute projects and support marketing initiatives
- Identify new digital opportunities to add value within and beyond traditional approaches
- 5+ years of experience with a prior focus in digital analytics preferred
- Effective communication skills – presenting to business partners and/or leaders to gain approvals
- High Level of inquisitive bent to question status quo, offer varied solutions and aptitude to take calculated risks
32
Collections Adtech / Acquisitions Analyst Resume Examples & Samples
- Delivers the service within agreed deadlines and at the required quality
- Escalates production issues to team lead as appropriate
- Comply with all client published policies and procedures, and any legal and regulatory requirement the company is obliged to adhere
- Demonstrates expert knowledge of processes and related systems to effectively perform responsibilities
- Associates degree or at least 1 year of work experience
- Minimum of 1 year of business to business collections and/or finance/accounting experience
- Minimum of 1 year experience with Microsoft Office including excel
- Experience with IT company is preferred
- Experience with Oracle ERP accounting system
- Individual is able to meet published deadlines for activities
- Ensures all work is performed in accordance with targets
- Accurate, efficient and organized within daily responsibilities
- Adaptable to learn new processes, concepts, and skills
- Demonstrates the ability to work as part of a team
33
Acquisitions Analyst Resume Examples & Samples
- Align and syndicate cross-functional initiatives with impacted departmental leaders and team members
- Responsible for coordination and integration of new growth opportunities, including acquisitions and new school builds; manage cross-functional activities of school project team to provide appropriate responses
- Develop and maintain processes to effectively manage multiple school projects across the organization and establish repeatable processes to ensure projects meet deadlines and budgets while maintaining the support from internal stakeholders and resources
- Organize, initiate and maintain weekly support calls/follow-up between Learning Care Group departments,
- At least 2 years Project Management experience
- Operations experience in a large multi-unit organization preferred
- Experience in Early Childhood Education preferred
- Ability to work in a fasted paced environment with frequent interruptions and changing priorities
- Proven ability to coordinate and organize multiple projects and rally resources to meet established deadlines
- Strong interpersonal skills and effective verbal and written communication skills
- Detail-oriented with experience managing multi-functional projects
- Strong ability to plan and strategize
- Ability to multi-task or strong organizational skills to drive tasks and issues through to completion
- Strong working knowledge of Microsoft Office applications, including Word, Excel, PowerPoint, Visio, and Project
34
Merger & Acquisitions Analyst Resume Examples & Samples
- Conduct company & industry research and prepare industry overviews on sub-sectors within the industry
- Perform financial analyses including creating detailed financial models used for valuation and other financial analysis (DCF, comparable company and transaction analysis)
- Prepare presentations and project analysis for internal/external points of contact
- Conduct diligence meetings for internal/external points of contact
- Manage planning and execution of integration activities to include project tracking
- Provide post-merger integration activities support across business and corporate functions
- Create consolidated program milestones, inter-dependencies and communications plans
- Manage the reporting and resolution of issues, risks and dependencies by proactively identifying potential planning gaps and suggesting mitigations to risks and/or actions to resolve issues
- Bachelor degree in Business, Accounting or Finance is required
- Excellent communications and facilitation skills
- Proven ability to foster trust at all organizational levels
- Proven ability to develop relationships and build confidence in others based on work performed
- Advanced proficiency with Microsoft Office applications to include SharePoint and other project platforms
35
HR Mergers & Acquisitions Analyst Resume Examples & Samples
- 3-5 years of Mergers and Acquisitions experience
- Comprehensive knowledge of theories, concepts and practices and ability to use in complex, difficult and/or unprecedented situations
- Strong analytical, research, and financial modeling skills
- Strong ability to manage multiple projects simultaneously
- Excellent ability to create and deliver presentations that are clear and compelling to all levels of management, including executives
36
Commercial Real Estate Originations & Acquisitions Analyst Resume Examples & Samples
- Equity real estate acquisitions
- Lending experience, other otherwise understanding of how a loan is structured
- Commercial real estate valuation
- Modeling in Excel or ARGUS
37
Senior Acquisitions Analyst Resume Examples & Samples
- Responsible for underwriting and due diligence on acquisition opportunities, including coordination and oversight of third-party due diligence, closing, and asset/property management transition
- Prepare detailed financial modeling for new and existing assets, including variance analysis, quarterly valuations, debt analysis, cash flow projections, joint venture equity waterfalls, and return analysis
- Assist in capital raising initiatives which will include preparation of financial models and projections as well as the preparation of detailed financing memorandums and presentation materials
- Perform property level and market level research across various geographic regions
- Compile in-depth research on competitors, potential partners, tenants and other various contacts
- Prepare strategy memos for investment committee review
- Evaluate, analyze and abstract leases
- 3 to 5 years of relevant real estate acquisition or banking industry experience required
- Undergraduate degree in Accounting/Finance/Business/Real Estate
- Proficiency in MS Excel and Argus software required
- Solid foundation of financial modeling and analytical skills
- Ability to manage competing priorities / strong time management skills
- Demonstrated interest in real estate investment management
- Must have a strategic mindset
- Must be a self-starter
38
Acquisitions Analyst Resume Examples & Samples
- Prepares price proposals for Economic Price Adjustments, out-of-scope projects and changes to the Statement of Work. Assists with DCAA proposal audits as required
- Prepares the annual operating plan for contract
- Assists project management with special reporting requirements and analyses
- Verifies validity and accuracy of system generated reports
- Assists in price proposals for contract re-competes as needed
- Assists in training new/existing employees in our automated environment
- Make suggestions to the Finance Manager concerning the necessity, benefits, and/or requirements of automating financial processing or modifying the current automated environment
- Assist the Finance Manager in developing new financial processes, incorporating the best use of personnel, equipment and automation
- Support the Finance Manager by assisting with program changes to automated systems and their impact to current systems
- Perform other duties and special projects as required
- Completes all duties in accordance with current policies, regulations and directives as mandated by Generally Accepted Accounting Practices (GAAP), US Government Cost Accounting Standards (CAS), Federal Acquisitions Regulations (FAR), and Joint Travel Regulations (JTR)
- Insures compliance with the Sarbanes-Oxley Act
- Eyestrain and repetitive motion involved during peak periods of data input
- Work may require irregular hours including nights, weekends and holidays
- Six to Eight years of total accounting experience
- Three years of accounting experience in a government contract accounting environment
- Must have strong analytical skills and excellent grasp of spreadsheet functions
- Good interpersonal and oral and written communication skills required
39
Acquisitions Analyst / Associate Resume Examples & Samples
- Perform cash flow analysis of all prospective acquisition opportunities
- Assist in preparation and writing of Investment Committee memorandums
- Play key role assisting in the due diligence process for prospective acquisition opportunities
- Coordinate property site visits for internal teams as well as third party consultants and vendors
- Communicate with outside brokers or sellers with various deal-related requests
- Work with legal counsel in the negotiation and preparation of purchase agreements and legal due diligence
- Ongoing maintenance of internal company database of acquisition pipeline activity
- Perform special ad hoc projects and analyses
40
Acquisitions Analyst Resume Examples & Samples
- Bachelor's Degree and 8 years of experience or equivalent education and experience
- Budget and Accounting experience
- Experience working with spreadsheets and various reports and database systems
- Experience supporting DoD or Army Programs
- Good inter-personal; writing; and verbal skills
- Able to multitask and successfully be effective on simultaneous projects at various stages of completion
- Past experience supporting Army specific programs in an acquisitions or contracts specialist function
- DAWIA Certification preferred
- Experience with and understanding of DoD 5000.2 preferred
41
Real Estate Investment Financial & Acquisitions Analyst Resume Examples & Samples
- Research and analyze demographic, market, sector and property data
- Prepare underwriting models for the acquisition, development, and disposition
- Review and analysis of operating statements and other financials – rent rolls, budgets ect
- Deal Analysis – Contributing towards the fundamental sourcing and analysis of real estate assets that may be appropriate for direct investment
- Preparation of internal & external investment memoranda
- Analysis and interaction with property managers, leasing agents, attorneys, title companies, borrowers, and client representatives
- Prepare project underwriting presentation packages for Investment Committee and Board Presentations
- Strong Financial Modeling - Evaluate current portfolio and potential real estate acquisition opportunities and strategies
- Assist with the preparation of investment memoranda and related materials
- Underwrite potential real estate investment opportunities, including ground-up development projects and existing income-producing assets
- 2 - 5 years’ experience with apartments
- Experience with Commercial Real Estate Finance/Analysis is required
- Bachelor’s degree in a related field (Finance, Economics, Accounting, Real Estate, etc.)
- Experience using Microsoft Word, Excel, and PowerPoint
42
Acquisitions Analyst Resume Examples & Samples
- College graduate in Finance, Accounting, or Business
- Strong Microsoft Excel (Advanced Excel skills and knowledge of VBA a plus)
- Prior work experience in a financial analysis capacity
- Team player with excellent analytical and quantitative skills
- Self-motivated, responsible, accountable, and mature
- Highest levels of honesty, integrity and ethics
- Proficient in personal computer skills and in business-related computer software
43
Acquisitions Analyst Resume Examples & Samples
- Create and utilize financial models to underwrite prospective acquisition opportunities
- Model hold/sell/refinance scenarios and various JV/partnership analyses
- Analyze market data including operating fundamentals and comparable rent/sale data
- Assist capital markets initiatives by analyzing various debt and equity financing scenarios
- Maintain and update acquisitions pipeline
- Participate in property inspections and market tours
- Prepare presentations and written investment committee memorandums
- Analyze and monitor property and portfolio financial performance
- Evaluate property capital improvement programs including costs/benefit analyses
44
Real Estate Acquisitions Analyst Resume Examples & Samples
- Assist in all phases of property acquisition and financing
- Requirements
- Bachelor’s degree required, graduate degrees preferred. Finance or Real Estate degrees preferred
- Must be expert in Excel
- Strong attention to detail absolutely required
- Must be able to meet deadlines and manage multiple projects
- Excellent verbal and written skills required
- Experience with Rent Stabilization, affordable housing structures a plus
45
Development & Acquisitions Analyst Resume Examples & Samples
- Complete underwriting analysis on primarily multi-family development and acquisition opportunities
- Develop and manage comprehensive, excel-based underwriting models
- Assist in preparing internal investment reports on investment opportunities under consideration
- Conduct detailed market research to understand the local economy, demographic trends, and the overall health of target market
- Minimum Bachelor Degree, preferably in Economics, Finance or Real Estate
- Minimum 2 years of prior work experience in real estate with a developer, REIT, bank, commercial broker, real estate advisor, mortgage broker or investment firm
- Must have strong quantitative skills
- Strong working knowledge of Microsoft Word and Excel
- Excellent interpersonal, communication and organizational skills
- Detail oriented and able to handle multiple projects and deadlines
46
Acquisitions Analyst Resume Examples & Samples
- Convert, translate, and map data received in multiple formats into applicable systems
- Serve as a business expert for a particular business unit or units to perform logic checks on data
- QA and testing in developing and executing test strategies and plans
- Provides support and input into implementation planning and product rollout requirements
- Have the ability to run existing queries/reports or create ad hoc queries/reports using various report writing tools
- Serve as a liaison between IT and the business units to smooth communication
- Provide alternative solutions when required by utilizing research, analysis, and problem solving tools and techniques
- Graduation from a 4-year college or university with major course work in a discipline related to the requirements of the position is preferred. Will consider the equivalent combination of job experience & education that demonstrates the ability to perform the essential functions of this job
- Intermediate to Advance Microsoft Access
- SQL
- 2 to 3 years in mortgage servicing with job duties directly related to mapping data
47
Acquisitions Analyst Resume Examples & Samples
- Must be able to lead internal projects with attention to deadlines
- Serve as liaison between business units, both internal and external, to ensure closure of deliverables and adherence to timelines. Exhibit strong interpersonal communication and conflict resolution skills
- Identify and conduct discovery meetings as needed to uncover all details needed to document and proceed with a project
- Develop, test, and deploy required business reports and productivity tools in a timely manner as needed
- Suggest observed solutions to make the reporting process more efficient via automated data gathering where possible, utilizing all technology options available
- Understand the structures, usage and sources of business data as well as the context in which it is utilized throughout the business, and be able to design and build these structures or maintain existing ones with an eye towards process improvements/efficiency gains
- Develop formal business processes and procedures as needed
- Analyze and assess business needs on a regular basis to determine level of engagement and project success
- Ability to data mine and provide management level reporting and analysis in order to make strategic management decisions
- Intermediate Knowledge with various software applications, such as Microsoft SQL Server Management Studio, Microsoft Excel, Microsoft Access, Microsoft Project
- Graduation from a 4-year college or university. Will consider the equivalent combination of job experience that demonstrates the ability to perform the essential functions of this job
- 2 to 3 years related analyst and/or project coordinator experience
- 2 to 3 years related experience in mortgage servicing-related field
48
Real Estate Acquisitions Analyst Resume Examples & Samples
- Completed a bachelors degree, preferably with a concentration in real estate, finance, mathematics, construction/development, general finance, business, or similar degree
- Demonstrated work experience, including minimum of two years’ experience of meaningful financial analysis, preferably with a commercial real estate firm, banking institution, or investment firm (real estate specific experience is a plus, but all candidates with strong financial and Excel backgrounds will be considered)
- Strong analytic skills and an excellent working knowledge or mastery of Microsoft Excel and the ability to create, modify, and analyze financial spreadsheets and calculate investment returns (PowerPoint, Word, Outlook, and other MS suite program experience also required; knowledge of Argus is preferable, but not required)
- Outstanding communication skills, both verbal and written, and be able to comfortably interact with both in-house associates and outside contacts
- Be competent with detailed data collection and analysis
- Outstanding organizational and multi-tasking skills
- Be an extremely resourceful self-starter, able to work independently, and take strong initiative
- Be a diligent, hard worker, capable of thriving in an intense, high-energy, transaction-driven environment
- Ability and willingness to travel occasionally to portfolio assets
- Have a passion for real estate and a desire to grow a career within the organization
- Creation and updating of detailed financial analyses in Excel for new acquisitions and existing owned assets
- Creating, managing, and updating of asset management reports, project budgets, schedules, cash flow templates, cash flow projections, and management of project budgets and schedules
- Comprehensive due diligence responsibilities on new acquisitions, from sourcing through closing
- Preparing market research to facilitate investment decisions
- Market inquiries and comparable analyses to assess new real estate investment opportunities
- Creating and managing presentation packages for new and existing deals and internal/external reporting
- Coordinating the administrative aspects of various real estate, financial, and legal transactions
- Coordinating and interfacing with equity partners and lenders, including analysis of potential JV structures
- Participation in management of architectural, engineering, and other consultants on development deals
- Participation in weekly, monthly, quarterly, and annual reporting to deal partners and firm principals
- Working closely with analysts, associates, VP's, and Principals
49
Acquisitions Analyst Resume Examples & Samples
- Underwriting new acquisitions and creating financial models from scratch. Conducting customary due diligence and market research through all resources available
- Preparing quarterly/annual reporting for select properties, including monthly requisitions for construction lenders, budget variance reports, and financial analysis and forecasts
- Project management support for properties under construction: preparing budgets and schedules, financing, business plans, consultant coordination, construction oversight, entitlement approvals
- Asset management support for existing portfolio (including, but not limited to, interacting with lenders, creating lease abstracts and capital expense budgets)
- Bachelor’s degree or higher in real estate, finance, economics or other business discipline
- At least one to two years of direct industry experience
- Strong modeling and analysis skills are required. Argus competency is preferred
- Goal-oriented with strong organizational and management skills. Ability to work well in a team environment but also to take initiative and work with limited instruction. Ability to prioritize and meet multiple deadlines is critical
50
Business Development / Acquisitions Analyst Resume Examples & Samples
- Produce investment underwriting models examining opportunities in all hotel types
- Prepare detailed market due diligence and research
- Travel and tour prospective hotels and markets to gain insight into positioning and competitive landscape
- Uncover value-add and operational improvement opportunities in targeted hotel investments
- Create compelling and creative business plans for various new business opportunities
- Respond to Requests for Proposals (RFPs) regarding new project opportunities
- Participate in Due Diligence and Transitions for acquisition, management and consulting projects
- Support acquisition/development financing and refinancing when appropriate for various new ventures
- Undergraduate degree required with a preferred focus in Finance or Hospitality
- 2-3 years of analytical experience preferred, especially in hospitality business development and/or real estate investments
- Advanced aptitude in Excel and PowerPoint required
- Exceptional analytical, problem solving, and critical thinking skills
- Comfortable in a fast-paced environment embracing various responsibilities with a high degree of independence
- Strong organizational skills, attention to detail and excellent written and oral communication skills
- Exhibits a key sense of urgency while prioritizing multiple task projects
- Operates efficiently in a deadline driven work environment with proven ability to meet deadlines and deliver on business goals
- Proven interest in real estate and/or hospitality required
51
Mergers & Acquisitions Analyst Resume Examples & Samples
- 1+ year of Banking Analysis experience; 1+ year of Accounting and/or Finance experience
- Bachelor's Degree in Accounting, Economics, Engineering, Finance, Mathematics, and/or a related field
- CPA or parts passed
- Previous experience with Cash Flows, Mergers and Acquisitions, and Valuations,
- Microsoft Office/Suite proficient (Excel, PowerPoint, Word, etc.)
- Solid analytical, mathematical, and research skills
52
Senior Acquisitions Analyst Resume Examples & Samples
- Prepare financial models to evaluate potential partnership acquisitions opportunities
- Review the current portfolio and work with the VP of Acquisitions to determine annual goals and timeline for Limited Partnership Interests to pursue (Post Year 11)
- Review Partnership Agreements and loan documents to determine rights and obligations regarding the exit of the Partnership’s limited partner
- Responsible for underwriting and valuation of potential Limited Partner interest acquisitions through detailed financial modeling, financial statement analysis and discounted cash flow analysis techniques
- Ongoing review of the properties financial statements, market analysis, occupancy data, expense analysis and rent/sales comparisons for the HKP Y15 portfolio
- Assist in the closing process for the acquisition of the limited partner interest and less frequently assist Finance with refinance closings
- Work with our general partners, property management, lenders, syndicators, investors, accounting, and general counsel
- Work with the acquisition team to develop a strategy for the successful acquisition and timeline of a limited partner interest
- Assist with other research and planning as assigned
- Work with the brokerage communities to acquire accurate BOV’s as needed
- Assist with negotiations and understand expectations of Limited Partners relating to the sale of their interest
- Manage the transfer of GP interests on occasion to HKP affiliates
- Work to get lender and state approvals for ownership transfers
- Bachelor's degree (B.A./B.S.) or equivalent -
- 3-5 years of experience in the multifamily affordable housing industry
- 2+ year of experience working with affordable housing partnership agreements
- Language Skills - Ability to read, write, interpret and analyze business publications, technical procedures and government regulations. Ability to write and interpret reports, correspondence and manuals. Ability to effectively present to groups of people including employees, vendors and the general public
- Reasoning Skills - Ability to solve problems and work with a variety of concrete variables in situations where only general guidelines exist. Ability to interpret instructions in written, oral, diagram or schedule form
- Understanding of partnership agreements and multifamily financial statements
- Section 42 Tax Credit Experience
- Computer Skills – Advanced experience with MS Office – specifically MS Excel
- Other Skills – Must be a team player, strong people skills and be able to multi-task while remaining flexible
53
Acquisitions Analyst Resume Examples & Samples
- Strong financial and analytic experience including an understanding of IRR and NPV analysis
- Basic knowledge of real estate management principles and techniques as they relate to acquisition, development, operations and disposition of assets
- Ability to work successfully in a fluid team environment under tight deadlines
- Argus experience preferred though not required
54
Acquisitions Analyst Resume Examples & Samples
- Financial Analysis: Assist in the financial analysis and underwriting of potential acquisition opportunities utilizing Excel and Argus software. Prepare cash flow models that will be utilized to value real estate investments
- Market Research: Provide research support utilizing online, internal and external resources. Data aggregation as well as assimilation will be required. Gather market research and stay current on industry trends. Maintain thorough market awareness in targeted markets through direct research and review of third-party research
- Transaction Execution: Preparing investment memoranda for recommended acquisition opportunities. Assist in transaction due diligence by collecting, reviewing, and summarizing property reports, leases, and other due diligence documents. Assist with transaction closings
- Asset Management: Manage the transition of assets between the acquisitions and asset management team. Assist with portfolio performance reviews and monitor capital improvement progress. Make recommendations using Buy/Sell analysis
55
Acquisitions Analyst Resume Examples & Samples
- Develop detailed acquisition models to assess investment decisions, including projected deal-level cash flows, investor returns and sensitivity analyses (including for dispositions of existing assets)
- Analyze operating statements, rent rolls, and other property-specific data to develop operating assumptions
- Analyze financing proposals to determine the optimal debt structure
- Analyze key investment metrics in deal sourcing, including population demographics, rent growth, absorption, and other factors; track for target markets on a periodic basis
- Perform market research analyses using third-party and primary market research tools
- Perform due diligence on potential acquisitions, including property tax and insurance projections, analysis of physical characteristics and other investment criteria
- Prepare detailed market surveys of an acquisition target’s competitive set, including analysis of sale data
- Communicate with brokers, lenders and other third-party professionals on a regular basis
- Travel with investment directors, as needed, to evaluate potential acquisitions
- Assist with the production of investor presentations, documentation; manage distribution
- Manage the subscription agreement process for new real estate acquisitions
- Track investor subscription summary and maintain database of potential investors
- Manage client accounts including processing quarterly earnings distributions
- Assist on specific projects to address investor-related requests
- Review and reconcile monthly reports, financial statements, and cash flows
- Perform analysis of key performance indicators (KPI) for all assets
- Manage organization of due diligence visits
- Interface directly with clients on a regular basis; build and maintain strong client relationships
- Help create and review property budgets for the investment assets
- Run comparisons between budget and realized performance for the investment assets
- Bachelor's degree, with a concentration in real estate, business, or finance preferred
- Minimum of 2-3 years of work experience, with a strong preference for an analytical role in real estate, private equity, investment banking or general finance
- Advanced knowledge of all Microsoft Office applications required (Excel, Word, PowerPoint, etc.)
- Highly-developed analytical skills and ability to understand real estate finance concepts
- Demonstrated ability to analyze and build complex, user-friendly, Excel-based financial models
- Excellent interpersonal skills, ability to work within a collegial, team environment
- Self-starter with demonstrated problem-solving capabilities and an ability to work autonomously
- Ability to prioritize workload and to work on several projects concurrently
- Bilingual (English/Spanish)
