Senior Financial Analyst - Real Estate & Trust
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
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
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
#CBEstimated Salary: $20 to $28 per hour based on qualifications.
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
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
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
#CBEstimated Salary: $20 to $28 per hour based on qualifications.
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