- Company Name
- Lincoln Property Company
- Job Title
- Investment Analyst/Associate
- Job Description
-
**Job title**: Investment Analyst/Associate
**Role Summary**:
Support the full investment lifecycle of a healthcare real estate platform through acquisition, asset management, financing, and development. Engage closely with investment committee, perform financial modeling, due diligence, market research, and portfolio reporting.
**Expectations**:
- Deliver objective, data‑driven investment recommendations and reports.
- Manage multiple projects concurrently while maintaining high analytical standards.
- Travel for site visits and industry conferences as required.
- Demonstrate ownership of the investment pipeline and portfolio tracking systems.
**Key Responsibilities**:
- Originate and underwrite new investments: acquisitions, developments, recapitalizations.
- Build and maintain Excel‑based pro‑forma models, conduct comparable analyses, and draft investment committee memoranda.
- Execute due diligence: property financial review, lease analysis, tenant credit, risk assessment, and third‑party report coordination.
- Conduct macro and micro market research to support underwriting assumptions.
- Prepare investor and internal reporting (quarterly updates, year‑end strategy presentations).
- Populate and maintain the acquisition pipeline and related tracking systems.
- Assist with quarterly/annual property and portfolio reports, business plans, reforecasts, and cash‑flow analyses.
- Track actual performance versus budgets and investment theses.
- Support leasing and marketing: analyze comps, tenant credit, lease economics, NER calculations; maintain lease abstracts and dashboards (Prophia, VTS).
- Participate in property inspections, leasing/operations calls, and lender/JV reporting.
- Coordinate with property management, leasing, and accounting teams to align strategy, operations, and financial reporting.
**Required Skills**:
- 1–3 years of experience in real estate, private equity, investment banking, or related field.
- Proficiency in Microsoft Excel (advanced modeling) and PowerPoint.
- Firm knowledge of ARGUS Enterprise.
- Strong analytical, research, and presentation abilities.
- Excellent organizational, communication, and multi‑tasking skills.
- Detail‑oriented, self‑motivated, and team‑oriented.
**Required Education & Certifications**:
- Bachelor’s degree in Finance, Real Estate, Economics, Business, or related discipline with strong academic record.
- No specific certifications required; awareness of real estate finance, valuation, and basic accounting concepts essential.