Investment Analyst at HF Group

Principle Accountabilities

Financial Modelling and Analysis:

• Develop and maintain sophisticated financial models for real estate acquisitions, developments, and portfolio performance analysis, including discounted cash flow (DCF), net present value (NPV), and internal rate of return (IRR) calculations.
• Conduct sensitivity analysis and scenario planning to assess potential risks and returns under various market conditions.
• Analyse financial statements, operating budgets, and variance reports to identify trends, opportunities, and potential issues.

Investment Analysis and Due Diligence:

• Evaluate potential real estate investment opportunities, including acquisitions, developments, and joint ventures, through thorough financial analysis and market research.
• Participate in the due diligence process, reviewing financial documents, leases, and other relevant information.
• Prepare investment memos and presentations summarizing findings and recommendations for senior management.

Budgeting and Forecasting:

• Assist in the development and monitoring of annual budgets and forecasts for real estate assets and projects.
• Track performance against budget and provide variance analysis with explanations and recommendations.
• Develop long-term financial projections to support strategic planning.

Financial Reporting:

• Prepare accurate and timely financial reports, including performance reports, variance analyses, and investor reports.
• Ensure compliance with accounting principles and reporting requirements.
• Assist with audits and tax preparations as needed.

Asset Management Support:

• Analyse the financial performance of existing real estate assets and identify opportunities for value enhancement and cost optimization.
• Support asset management teams with financial analysis related to leasing, capital improvements, and operational efficiency.

Market Research and Benchmarking:

• Conduct research on market trends, comparable transactions, and economic indicators to support financial analysis and valuation.
• Benchmark the financial performance of the company's assets against industry peers.

Collaboration and Communication:

• Work closely with various internal teams, including acquisitions, development, asset management, and accounting.
• Communicate financial findings and recommendations clearly and effectively to both financial and non-financial stakeholders.
• Participate in team meetings and contribute to strategic discussions