Financial Analyst, Capital Markets

Job Description

Job Description

Waterstone Properties Group, Inc. is a privately owned real estate development company founded in 2005 with a diverse portfolio of properties in the United States totaling over 7 million square feet of space among more than 50 properties. We specialize in the creation of retail shopping centers, mixed-use properties, corporate headquarters, and campuses, in addition to specialized medical facilities.
Waterstone, headquartered in Needham, Massachusetts, specializes in all facets of the business including development, acquisitions, leasing, tenant coordination, property management, marketing, treasury, and finance.

Interested applicants are encouraged to send a cover letter, resume, and compensation expectations to careers [email protected]. Waterstone is an Equal Opportunity Employer. More information about Waterstone Properties Group is available at Waterstonepg.com.

Financial Analyst, Capital Markets - based in Needham, MA (on site)

Reports to: Director of Capital Markets

Summary: The position will be responsible for supporting the Director of the department and the execution of dispositions, acquisitions, refinancing, and debt restructuring initiatives. Additionally, you will be instrumental in building and analyzing financial models to evaluate investment opportunities and optimize financial performance of the existing portfolio.

Responsibilities:

Develop and manipulate financial models and other ad hoc analyses in Excel and Argus to evaluate new acquisition opportunities, hold/sell analyses, scenario modeling, business plan execution, recapitalizations, financings, and other initiatives of the Capital Markets team.
Develop an intimate knowledge of the companys properties/portfolio, corporate objectives, and portfolio business plans to help drive growth and exceed return expectations. Ongoing upkeep of internal underwriting and valuation models in Excel and Argus for periodic review by management.
Manage due diligence and closing process, responding to requests for information from internal/external parties, engaging and managing third party consultants, and organizing diligence materials in a timely and efficient manner.
Work closely and collaborate with other departments such as finance, asset management, development and leasing teams.
Produce investment memoranda, marketing materials, and reports for presentation to investment committee, third party capital groups, and lenders.
Conduct market research to analyze real estate market trends, demographics, and competitive landscapes to identify investment opportunities and risks in both new acquisitions and throughout the existing portfolio.
Manage pipeline reports and meetings, logging deals as they come in and supporting the Capital Markets team to respond in a timely manner.
Respond to internal and external requests of the Capital Markets team.
Manage bank requisition process with lenders for construction projects to ensure timely monthly capitalization and loan administration requirements are met.
High performing and goal-oriented individual with a willingness to be flexible and take on additional responsibilities depending on needs of the business.
Intellectual curiosity with the ability to think critically, challenge assumptions and contribute ideas to the organization.
Water fall analyses/promoting structures

Requirements:

BS degree in finance, Real Estate or related field.
2-3 years of experience in capital markets, real estate, finance, investment banking or related fields.
Strong understanding of financial concepts, investment analysis and real estate valuation.
Proficient at financial modeling, Excel and ARGUS, and the entire suite of Microsoft Office applications.
Analytical, quantitative and problem solving with attention to detail.
Ability to work on multiple projects and manage time and workflow.
Candidates must be self-motivated, collaborative and able to thrive in a fast-paced work environment.
No relocation at this time - Please do not apply unless you are ready and willing to relocate on your own.