Special Situations Analyst

SPECIAL SITUATIONS ANALYST
POSITION SPECIFICATION

Shine Associates LLC has been retained to search identify and recruit a Special Situations Analyst on behalf of our client (Company). This candidate will be located in the Boston MA office.

CONFIDENTIALITY

Shine Associates LLC has been exclusively retained on this assignment. Information contained in this position specification as well as any other information concerning the Company provided or verbally discussed is confidential. All materials and discussions are to be utilized for the sole purpose of a candidates personal review of the career opportunity.

CLIENT DESCRIPTION

The firm is a real estate focused private equity firm that invests in a wide variety of opportunistic and value-oriented commercial real estate transactions where the conditions exist for compelling absolute returns over a short and medium duration. The firm invests throughout the United States in single property transactions and multiple property portfolios whereby the investment strategies are based on property-level operational enhancements as well as those with pricing advantages that arise from distressed complex and dislocated scenarios.

The firms investments are structured in numerous capital forms including direct investments joint venture equity preferred equity mezzanine loans and transitional first mortgages. Since 1993 the firm has invested in more than $21 billion of commercial real estate on behalf of a diversified and highly regarded group of endowments foundations public and corporate pension plans financial institutions family offices and sovereign entities.

SPECIAL SITUATIONS ANALYST

The Analyst will be part of a Special Situations deal team that is responsible for sourcing closing and managing several of the firms bespoke investment strategies including Opportunity Zones a Caribbean resort development and a motorsports racetrack development.

In this role the Analyst will be deeply involved throughout the investment lifecycle of a transaction from underwriting to closing operational enhancement investor relations and eventual sale. The Analyst will work closely with the deal team to evaluate and underwrite prospective investments and provide support to the joint venture and asset management teams in executing the investment strategy established at acquisition.

This position will involve work across multifamily and club developments throughout the United States. It is ideal for candidates who are intellectually curious eager to learn the business from the ground up and excited to contribute meaningfully within a small entrepreneurial team environment.

KEY RESPONSIBILITIES

Our client employs a cradle-to-grave investment management philosophy and is seeking an Analyst who will play an active role throughout the deal lifecycle. Primary responsibilities include:

Investment Analyst & Underwriting

• Build and maintain detailed financial models for new investments development phases refinancings and capital improvement projects.
• Conduct sensitivity analyses and scenario modeling for equity debt and joint-venture structures.
• Support Opportunity Zone investor reporting for existing investments.
• Underwrite new Opportunity Zone investments assessing both financial and tax-advantaged returns.
• Assist in preparing investment memoranda and presentations for internal review and external capital partners.
• Research and analyze market data comparable developments and operating benchmarks across hospitality residential and motorsports sectors.

Development Management Support

• Track budgets schedules and key milestones across design permitting and construction phases.
• Help prepare monthly project reports and dashboards for leadership and investors.
• Coordinate with architects engineers and consultants to collect synthesize and present project data.
• Assist in due diligence and feasibility analysis for new land acquisitions or expansion opportunities.

Operations & Business Planning

• Collaborate with on-site management teams to analyze membership sales event performance and resort operations.
• Evaluate pro forma performance versus actual results and identify key performance drivers.

Research & Strategic Support

• Maintain comparable deal databases for land sales luxury hospitality and private club communities.
• Research and support Opportunity Zone strategy across new markets and expansion opportunities.
• Support strategic initiatives such as partner selection brand collaborations or new product lines (e.g. garages villas or track events).
• Prepare briefing materials for senior leadership meetings and board updates.

PROFESSIONAL QUALIFICATIONS

Candidates should possess broad-based analytical skills superior cash flow modeling capabilities strong research abilities and excellent communication skills.

• Bachelors degree is required with preference for candidates in real estate finance economics and/or accounting.
• Approximately 1 to 3 years of related post-undergraduate experience preferred though candidates with strong skill sets and interest to pursue a career in the commercial real estate will also be considered.
• Exceptional financial analysis and modeling skills utilizing Microsoft Excel and PowerPoint.
• Exceptional Power Point skills with the ability to create high-quality presentation materials.
• Strong organizational skills with ability to manage multiple tasks and effectively meet deadlines.
• Team player with the ability to work independently and under pressure in an entrepreneurial environment.
• Familiarity with real estate finance and accounting concepts including joint venture partnerships and broader investment structures (equity preferred equity and debt) with an understanding of returns are generated across different positions in the capital stack.
• High level of attention to detail accountability integrity and ethics.
• Self-motivated energetic and a positive individual with strong verbal and written communication skills and the ability to work effectively with individuals at all levels.

COMPENSATION

The Company is prepared to offer a competitive compensation package including salary bonus and other benefits.

CONTACT INFORMATION

Shine Associates LLC
45 School St. Suite 301
Boston MA 02108

Hillary H. Shine Principal Chandlee Gustafson Associate
Cell: Cell:

Kelsey Shine Director
Cell:

Required Experience:

Junior IC