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Sr. Analyst Investment Management

Salary
$125,000-$149,999
Employment
Full Time
Work Place
Office
Real Estate Field
Location
New York
 NY
Postal Code
10019
Country
United States

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Description


Position:               Senior Analyst
Division:               Corporate
Status:                  Exempt

FIRM OVERVIEW:

Harbor Group International (HGI) is a leading global private equity real estate investment manager, with $19 billion in assets under management. HGI’s vertically integrated platform offers a broad range of both direct real estate and credit strategies across the risk/return spectrum.

HGI’s recent accolades include:

  • #16 in NMHC Top 50 Largest Apartment Owners (2023)
  • #20 in Real Estate Capital USA Real Estate Debt 40 (2023)
  • #35 in PERE Real Estate Debt 50 (2024)
  • #43 in PERE 100: World’s Largest Private Real Estate Firms (2023)

JOB SUMMARY:

HGI is seeking a Senior Analyst to join our Investment Management team. The Senior Analyst will play a pivotal role in analyzing, monitoring, and reporting on all aspects of an investment, with a focus on HGI’s credit strategies. The Senior Analyst will perform investment management duties consisting of performance analysis, direct equity and credit investment valuation, investor reporting, investment model review, distributions, waterfall calculations, and other special projects. The team also focuses on communicating the company’s products, platform, competitive advantages, business model, and financial results to internal and external audiences, including HGI executives, auditors, and investors. The Senior Analyst will work closely with the firm’s senior members and executives. The role is based in New York City.

RESPONSIBILITIES:

  • Review investment and fund performance, including financial modeling, pro forma cash flow, and analysis of market landscapes.
  • Contribute to quarterly distribution processes by aggregating financial data, analyzing performance, reviewing projections, and performing waterfall calculations.
  • Assist in the valuation processes of investments within the portfolio, with a primary focus on credit strategies.
  • Assist with the evaluation of new opportunities across property sectors and capital structures.
  • Prepare detailed quarterly asset and fund performance reports, as well as custom investor reporting.
  • Compile portfolio data for marketing materials such as due diligence requests and pitchbooks.
  • Complete special projects and other related responsibilities.
  • Communicate with third parties directly including investors, lenders, and auditors.
  • Coordinate with all verticals of a private equity real estate firm, including Transactions, Asset Management, Accounting and Finance, Legal and Compliance, and Investor Relations Services.

QUALIFICATIONS:

  • Bachelor’s degree in finance, real estate, or a similar field; or equivalent work experience.
  • 3 – 6 years of relevant experience in commercial real estate private equity, private equity, or financial services.
  • Experience with real estate credit strategies preferred.
  • Proficient understanding of underwriting, deal structure, waterfalls, and private equity real estate fundamentals.
  • Ability to work independently and collaboratively in a multidisciplinary team.
  • Strong knowledge of Microsoft Excel, Word, PowerPoint, Argus Enterprise and other similar platforms.
  • Excellent attention to detail, analytical skills, and ability to prioritize projects.
  • Exceptional interpersonal & communication skills, both verbal and written.

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Asset / Portfolio Management Office New York Full Time NY Financial Analysis, Investment Management, Portfolio Management Fund Operations and Investor Metrics - Reporting Analyst other