Support portfolio management and investment reporting, including performance attribution analysis, monthly fact sheet, investment memorandum and compliance package. Analyze, underwrite and manage private real estate investments and private real estate development projects. Coordinate with real estate consultants, vendors and portfolio managers to plan, execute and monitor different real estate investment projects. Create and maintain investor presentations and provide support for other marketing... more details
Trust Asset Management (TAM) is the investment arm of NorthStar Memorial Group formed in 2009. TAM advises four internally managed private funds and 100+ separately managed accounts, with a total AUM of $1B as of December 2022. TAM is seeking a Sr. Investment Financial Analyst for our Home Office in the Galleria area of Houston. This position will provide support to Senior Management on cross-business projects at TAM such as investment portfolio management, real estate project management, financial analysis and risk management. It requires the ability to balance multiple projects across vastly different functions under tight deadlines.
Responsibilities:
Support portfolio management and investment reporting, including performance attribution analysis, monthly fact sheet, investment memorandum and compliance package.
Analyze, underwrite and manage private real estate investments and private real estate development projects.
Coordinate with real estate consultants, vendors and portfolio managers to plan, execute and monitor different real estate investment projects.
Create and maintain investor presentations and provide support for other marketing efforts.
Perform market research and quantitative analyses to support the investment committee in the decision making process.
Use quantitative tools and techniques to measure and analyze investment risks.
Create trade files, maintain trade capture and reconciliation processes.
Other duties and responsibilities as assigned by Manager.
Qualifications:
2-5 years experience of investment banking, private equity, real estates, consulting, financial services or asset management
Proficiency in Microsoft Office (Excel, Word, PowerPoint)
Experience in real estate project managements, including permit application, construction and real estate development, project financing a plus
Strong understanding of financial markets and data analysis, including cash flow model and DCF analysis, investment risk & return metrics, and real estate valuation. Understanding in financial options, time series models and backtesting a plus.
Undergraduate degree with majors in finance, economics, mathematics, engineering and/or accounting. Must have graduated with GPA of 3.5 or higher.
CFA Charter holder preferred
We are an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity, national origin, disability, or veteran status.
Job Abstracts is an independent Job Search Engine. Job Abstracts is not an agent or representative and is not endorsed, sponsored or affiliated with any employer. Job Abstracts uses proprietary technology to keep the availability and accuracy of its job listings and their details. All trademarks, service marks, logos, domain names, and job descriptions are the property of their respective holder. Job Abstracts does not have its members apply for a job on the jobabstracts.com website. Additionally, Job Abstracts may provide a list of third-party job listings that may not be affiliated with any employer. Please make sure you understand and agree to the website's Terms & Conditions and Privacy Policies you are applying on as they may differ from ours and are not in our control.
We would like to take a second to Welcome You to Job Abstracts, the nation’s largest Pure Job Board. With over 3.1 million job listings from 15,000+ Companies & Organizations, we help job searchers find careers that match their interests. As an anonymous user, you have probably discovered how easy our system is to use. However, you have just scratched the surface of what we can offer.
We encourage you to Register so you can use our most powerful features: searching with multiple terms, setting up multiple locations, establishing favorite companies, and accessing your search history. If you find a job you like, you can apply directly for it, and then, keep notes on it. We will also keep a lookout for jobs that match your search terms and email you when we find something you may like.
You can register for free and the system is free to use. If you like our system so far, click on Register and unlock the power required by serious job searchers.
Any time you conduct a search, the system shows you job matches, ranked by their Relevance Score (RS).
The score is calculated by a proprietary algorithm that uses Intelligent Machine Learning.
The Relevance Score tells you how well the job opportunity matches your search term or terms.
When not logged in, the system is limited to one search term. Scores for single term matches are usually lower.
When you register, log in, and set up multiple terms prioritized by importance, the jobs found for you will receive a much higher Relevance Score.