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Investment Analyst

Location : San Diego, CA
Job Type : Direct
Hours : Full Time
Required Years of Experience : 2-4 years
Required Education : Bachelor's Degree Required
Travel : No
Relocation : No

Job Description :

RETS Associates, on behalf of our Client, a fully integrated owner, operator and developer of senior living communities, is seeking a talented Investment Analyst in San Diego, CA. The position entails cash management responsibilities, investment analysis, underwriting and advisory in connection with evaluating potential private and public market investment opportunities for a diversified investment portfolio. Potential pursuits may include non-real estate investments as well.



RESPONSIBILITIES:

 

Investment Portfolio:

- Initial evaluation and analysis of investment offerings with recommendations to decision maker.

- Analyze financial and demographic information to forecast business, industry and economic conditions.

- Recommend investment timing and buy/sell orders for public market investments.

- Interpret data concerning price, yield, stability and future trends of investments.

- Summarize data describing current and long-term trends in investment risk and economic influences pertinent to investments.

- Gathers/analyzes all relevant financial data and industry, regulatory and economic information to make recommendations about strategic investment decisions.

- Prepares and makes investment policy recommendations for investable financial assets used for collateral and/or reserve account purposes.

- Prepares and makes cash management policy recommendations for cash accounts.

 

RE Acquisitions:

- Supports preparation and presentation of essential financial, demographic and market analyses regarding target acquisition properties.

- Supports the preparation of comprehensive financial underwriting and analysis and makes recommendations regarding potential acquisitions, including potential note and loan purchases.

- Analysis of bond offerings and monitors the bond market for potential bond debt purchases and/or investment opportunities in the senior living sector.

 

Required Qualifications :
- Bachelor's Degree (progress towards obtaining MBA and/or CFA or FP&A designation preferred).

- 2-4 years financial analysis and/or investment underwriting, preferably in financial investments or real estate investments.

- Comprehensive experience with investment analysis offerings, undertaking investment analysis and preparing investment recommendations.

- Advanced Microsoft Office (power excel user).
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