Job Description

COMPANY

Founded in 1965 by Mack Pogue as Lincoln Property Company, Willow Bridge Property Company is one of the United States' most respected full-service residential property companies, operating a successful portfolio in 75 markets. Headquartered in Dallas, Texas, Willow Bridge proudly employs over 5,500 team members, has built over 200,000 apartments and manages 220,000 units for its clients. To learn more, visit willowbridgepc.com.

ROLE SUMMARY

Under general supervision, the Investment Analyst provides expertise through conducting complex analyses of data and developing related reports and recommendations to support Investments in all its initiatives.

JOB ACCOUNTABILITIES

• Support all aspects of financing activities, including capital evaluation and analysis, financial modeling, transaction execution and management, asset and loan management, derivatives, compliance, and reporting
• Assists in underwriting real estate investment opportunities for both asset and corporate level transactions
• Participates in the execution of real estate and real estate-related acquisitions and dispositions, including due diligence processes
• Assists in the development and management of financial models for investments, joint ventures, scenario analysis and financing
• Assists in Fund management, asset management and reporting
• Participates in the research, analysis and execution of strategic initiatives

SCOPE OF RESPONSIBILITY

• Consolidates input to decisions regarding financial transactions
• Coordinates and executes complex analytical projects
• Establishes working relationships with internal groups as necessary
• Develops contacts and working level relationships with external counterparts and consultants
• Some travel may be required

EDUCATION AND EXPERIENCE REQUIREMENTS

• Undergraduate degree in a related discipline with top academic credentials
• CPA, CFA, MBA an asset, but not required
• 0-2 years of experience in real estate, private equity or investment banking firm in an investment, valuation and/or asset management capacity
• Proficient in Microsoft Excel (financial modeling) and Microsoft PowerPoint

CORE COMPETENCIES AND SKILLS

• Solid grounding in financial concepts, corporate finance and valuation
• Strong written and verbal communication skills
• Self-motivated individual with a strong work ethic and a high level of attention to detail
• Ability to work well under pressure with multiple or competing deadlines
• Ability to work independently and as a member of a team
• Ability to develop working relationships with both internal and external clients
• Basic project management skills

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