Position Summary:
A leading investment firm is looking for a Senior Associate - REITs to join their team. This role involves working with senior professionals to analyze and generate investment ideas for global real estate portfolios. The ideal candidate will have strong analytical, quantitative, and communication skills, as well as a passion for real estate and public market investing.
Key Responsibilities:
Develop investment recommendations for companies and sectors within the listed real estate space
Assist in creating investment theses and valuation models
Maintain and update financial models, including earnings forecasts and NAV calculations
Participate in company meetings, property site visits, and industry events
Support portfolio managers with analysis and optimization requests
Help manage research tools and databases for the investment process
Qualifications:
Bachelor's degree in Finance, Economics, Accounting, or a related field
2-4 years of sell-side equity research within REITs or adjacent sectors
Strong understanding of financial analysis and valuation techniques
Advanced Excel skills; experience with Bloomberg, FactSet, or similar tools
Familiarity with programming for data analysis (Python, R, SQL, etc.) is a plus
Excellent communication, analytical, and problem-solving skills
Ability to work independently and as part of a team