Investment Analyst
BenefitsPulled from the full job description
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Professional development assistance
- Vision insurance
Full job description
JOB TYPE
Full-Time/Part-Time Intern
ROLE
We are seeking a motivated and detail-oriented Investment Analyst to join our dynamic team. This role will support our organization in data analytical work, including investment analysis for new development projects, and the financial management of our existing portfolio. The Investment Analyst will also contribute to investor relations efforts, including managing our investor relations system and supporting ongoing investor communication. Additional responsibilities include assembling lender and investor presentations, providing local submarket and macro industry research support, organizing information for new development efforts, and participating in special projects as needed.
KEY RESPONSIBILITIES
Development Support
- Organization of project and task management for new development opportunities.
- Assemble comprehensive presentations for lenders and investors.
Investment Analysis
- Conduct detailed investment analysis for new development projects, including local demographic interpretation, submarket competitive review, KPI performance comparison against existing portfolio.
- Analyze and support the financial management of our existing portfolio.
- Perform submarket comp studies and apply industry research to evaluate operational performance relative to set benchmarks for senior living, self-storage, and multifamily.
Investor Relations
- Support investor relations efforts, including the management of the investor relations system.
- Prepare and distribute investor newsletters and assist in ongoing capital partner communication.
Research and Data Analysis
- Provide local submarket and macro industry research to support investment decision-making for new development and existing real estate portfolio.
Asset Management Support
- Collaborate with the AM team to ensure operational performance meets or exceeds benchmarks.
- Prepare analysis and reporting of portfolio performance.
Special Projects
- Be available for special projects as required, providing analytical and organizational support.
ACADEMIC REQUIREMENTS AND QUALIFICATIONS
- Bachelor’s degree or higher in finance, economics, business, or a related field.
- 1-5 years of industry experience in a relevant field.
- Advanced Excel skills; proficient to advanced in Microsoft Office Suite—Word, PowerPoint.
- Springfield-based or willing to relocate to Springfield, MO.
CHARACTERISTICS, STRENGTHS, AND SKILLS
- Strong communication and interpersonal skills.
- Ability to work well in a team-oriented environment.
- Exceptional attention to detail.
- Committed to hard work and completing tasks efficiently.
- Strong grasp of financial and accounting practices.
OPPORTUNITIES
- Immediate full-time hire for qualified candidate.
- Option for part-time internship (graduating senior required), transitioning to a full-time role upon graduation.
- Compensation will commensurate with experience level.
ABOUT US
Established in 2013, O’Reilly Development Company, LLC is a real estate investment and development firm specializing in historic preservation, senior housing, affordable housing, multifamily, and student housing communities. The O’Reilly team of experts branches into all areas of development, construction, management, and ownership, with properties built in the residential, commercial, and industrial sectors.
O’Reilly Development Company, LLC is an equal opportunity employer.
Job Types: Full-time, Part-time
Expected hours: 20 – 40 per week
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Professional development assistance
- Vision insurance
Physical Setting:
- Office
Schedule:
- Monday to Friday
Education:
- Bachelor's (Preferred)
Experience:
- relevant field: 1 year (Required)
Ability to Relocate:
- Springfield, MO 65810: Relocate before starting work (Required)
Work Location: In person