Terra, the award winning, Miami-based real estate development company carefully chooses projects that have a positive impact on their surroundings and, by extension, on the people who live there. When planning a new development, Terra takes a dynamic role with the city and neighborhood to activate its potential as a community, maximizing the way in which people are able to live and work; creating new and innovative ways for the urban & suburban landscape to evolve. The firm has cultivated a portfolio of more than five million square feet of residential and commercial real estate valued in excess of $8 billion and is active across all major real estate asset classes, including multifamily apartments, luxury condominium and single-family residences, retail and office space, hotels, and industrial properties. Terra has achieved international acclaim for its commitment to design excellence, resiliency measures, and sustainable development and has been continuously transforming South Florida into the prosperous metropolis we know today.
We are looking for a Investment Analyst to join the team!
Location: Coconut Grove, FL
Work type: In-Person
General Responsibilities
- Coordinate early pipeline and finance deal leads with third parties. Manage research and reporting on latest market trends, both micro and macro, as it relates to the company’s projects and investments.
- Assist with transaction due diligence and ad-hoc investment analysis.
- Coordinate drafting and editing of investment memos, letters of intent, and management agreements.
- Examine and assess economic and market trends, earnings prospects, financial statements and various other indicators and factors to determine suitable investment strategies.
- Look back at previous investment decisions and the thought process of making the investment decision.
- Develop financial models and analyze legal documents.
- Manage portfolio level reporting.
- Process NDAs and draft initial term sheets for purchases, joint ventures and loans.
- Prepare and manage financial models and compile market research.
- Perform detailed financial analysis of existing investments and new acquisitions.
- Prepare investment summaries and reports for internal executives and financial partners.
- Monitor and track adherence to project budget during the development process.
- Prepare and update minutes for Finance and other meetings as directed
- Create and modify existing financial models (Coordinating with other departments: Accounting, Development, Sales & leasing).
- Manage interdepartmental onboarding and collaboration.
- Working with accounting on cash management (deposits, outflows & milestones) and Yardi integration.
- Working with legal on miscellaneous contracts (dev agreements, fee agreements, branding, management, etc).
- Working with finance with portfolio summary and asset management.
- Working with operations to refine operating cashflows.
- Working with development/construction to process construction budgets.
- Working with corporate on LLC creation, EIN and ad-hoc initiatives.
- Other responsibilities may be assigned.
Requirements
- A bachelor's degree in finance or investment banking.
- At least 2 years’ experience as an investment analyst .
- Strong mathematical and numerical skills.
- Proficiency in data collection and analysis.
- Excellent research and writing abilities.
- Confident presentation abilities.
- Thorough understanding of financial analysis and investment strategy.
- Interpersonal skills and the ability to work under pressure.
- A team player who can work independently.
As a team member at Terra, you’ll enjoy:
- Career advancement and bonus opportunities
- Comprehensive benefits package, including health, vision, dental insurance, and FSA (Flexible Spending Account).
- Employer-paid life and disability insurance.
- Employer matching 401k.
- Employee team building events.
- Company paid monthly lunches.
- Paid Time Off and paid Holidays
