Job Summary: The Associate Equity Analyst provides financial data entry for Cinnaire’s underwriting of real estate equity investments, and affordable and market rate housing. The Associate Equity Analyst prepares financial proformas of the proposed investment and assists the Equity Analysts throughout the underwriting process.
Essential Duties and Responsibilities:
- Prepares and updates financial proformas for potential real estate investments as requested.
- Performs quality assurance monitoring for financial modeling of proposed developments.
- Documents factors of the proposed investment that differ from standard underwriting guidelines and criteria.
- Ensures the efficient transition of completed financial proformas to Cinnaire’s Analysts.
- Enters initial investment and loan data into Cinnaire databases.
Qualifications and Skills:
- High School Diploma or equivalent with 4+ years of experience in data entry, analysis or Excel-oriented professional work OR related associate degree (Finance, Accounting, Economics, Business or Real Estate/Urban Planning) and 2+ years related experience OR related bachelor’s degree (Finance, Accounting, Economics, Business or Real Estate/Urban Planning)
- Strong Microsoft Suite (Excel, Word, Database) skills.
- Superior attention to detail.
Competencies:
- Diversity Awareness: Identifies the benefits and advantages of harnessing the collective insights from various individuals in the organization.
- Analysis to Synthesis: Interprets data and information from multiple sources and translates it into coherent messages that inform decisions.
- Intellectual Agility: Flexes and adapts thinking skills to meet the needs of different situations and circumstances; does not limit problem solving to one approach or methodology.
- Resource Optimization: Applies knowledge of internal structures and existing talent to accomplish a goal.
- Self-Development: Operates with the mindset of continuous improvement; embraces career development, learns and updates skills
Reporting Relationship: Reports to Manager, Equity Analysis
Supervisory Relationship: None
Physical Requirements:
• Ability to work on a computer for extended periods of time.
Travel Required: 10%
Benefits Offered: Medical, Health Reimbursement Account, Flexible Spending Accounts (medical and dependent care), Dental, Vision, Life Insurance, Accidental Death & Dismemberment, Long-Term Disability, Employee Assistance Plan, Pet Insurance, Identity Theft Protection, Paid Mobile Phone Service, Unlimited PTO, Incentive Compensation, 403(b) Plan, and Profit-Sharing Plan.
Cinnaire provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, marital status, status as a Vietnam-era or disabled veteran or any other characteristic protected by law. Cinnaire complies with all applicable federal, state, and local laws, regulations and ordinances prohibiting employment discrimination. Cinnaire is committed to the full inclusion of all qualified individuals. As a part of this commitment, Cinnaire is dedicated to providing access, and reasonable accommodation in its services, programs, activities, recruitment and employment for qualified individuals with disabilities.
