Financial Analyst/Underwriter - Self Storage

Details of the offer

Company Overview: Our client specializes in identifying, acquiring, and managing high-performing real estate assets, with a particular focus on the rapidly growing self-storage sector. We are committed to delivering exceptional value to our investors and clients by leveraging data-driven investment strategies and operational expertise. They are seeking a Financial Analyst / Underwriter to join our team and play a critical role in underwriting and analyzing potential acquisitions in the self-storage space. The ideal candidate will be highly analytical, detail-oriented, and passionate about real estate investing, with a strong understanding of financial modeling and risk assessment. Key Responsibilities: Financial Modeling & Analysis : Develop, maintain, and update complex financial models to evaluate self-storage acquisition opportunities, including pro forma cash flow projections, sensitivity analysis, and return on investment (ROI) metrics. Market Research & Due Diligence : Conduct in-depth market research and due diligence on self-storage assets, including local market conditions, competition, occupancy trends, rental rates, and demographic factors. Underwriting : Perform comprehensive underwriting on potential self-storage acquisitions, ensuring alignment with the company's investment criteria and risk tolerance. Analyze property financials, operational data, and market comparables. Risk Assessment : Identify key financial and operational risks in potential investments and develop strategies to mitigate these risks. Prepare and present risk-adjusted investment recommendations to senior management. Investment Memorandums : Assist in preparing detailed investment memorandums and presentations to support internal decision-making and investor communications. Collaboration : Work closely with the acquisitions, asset management, and finance teams to ensure a smooth transition from deal underwriting to post-acquisition operations. Transaction Support : Assist in structuring deals, negotiating purchase terms, and coordinating the closing process with legal and operational teams. Qualifications: Bachelor's degree in Finance, Real Estate, Economics, or a related field. An MBA, CFA, or other advanced qualifications are a plus. 2+ years of experience in real estate financial analysis or underwriting, preferably with a focus on self-storage assets or other commercial real estate sectors. Experience working with Self-Storage assets Proficiency in financial modeling and Excel, with a strong understanding of valuation methods such as discounted cash flow (DCF), internal rate of return (IRR), and net present value (NPV). Knowledge of self-storage market dynamics, trends, and key performance indicators (KPIs) is highly desirable. Experience with real estate underwriting software (e.g., Argus, RealPage, or other relevant tools) is a plus. Strong analytical, problem-solving, and decision-making skills, with keen attention to detail. Ability to work in a fast-paced environment and manage multiple projects simultaneously. Excellent written and verbal communication skills, with the ability to present complex financial data to non-financial stakeholders. Benefits: Competitive salary and performance-based bonuses Health, dental, and vision insurance 401(k) plan with company match Opportunities for professional development and advancement Flexible working environment with potential for remote work


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