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Analyst - Investments

Asana Partners
Asana Partners Salary
Charlotte, NC Full Time
POSTED ON 2/14/2025
AVAILABLE BEFORE 3/14/2025
Asana Partners is a retail real estate investment firm creating value in vibrant neighborhoods by leveraging vertically integrated capabilities and retail expertise. With more than $7 billion of neighborhood assets under management, the firm is active in growth markets throughout the United States and is driven to make a positive impact within communities.

Our distinctive company culture is the key to our success. We recruit high-performing, ambitious individuals who are entrepreneurial and eager to maximize their potential in a team environment. We value relationship building – both internally and externally – and view it as the foundation for creating value for our neighborhoods and generating strong results for our investors. Asana Partners is known for our proven, strategic approach; our sophisticated, collaborative team; and our high-quality portfolio. With offices in Charlotte, Atlanta, Boston, Columbia, Denver, Los Angeles, and New York, we were founded to be a firm that would provide career-long opportunities for our people and a long-term partner for our investors.

For additional information, visit www.asanapartners.com or follow @asanapartners.

Duties

The Analyst will work closely with the Investments team to identify, underwrite, and acquire institutional-quality neighborhood retail and mixed-use assets located in various markets across the United States. The Analyst will oversee all financial analysis as well as assist in the due diligence and closing processes for prospective investment opportunities. The Analyst will utilize various modeling, statistical, and mathematical techniques to evaluate data and present investment opportunities to senior management. The Analyst will work in a team-oriented, fast-paced, entrepreneurial, and high-performance environment. Duties include:

  • Provide analytics, research, and advanced modeling support for the underwriting of acquisitions and dispositions in various markets across the United States
  • Utilize Argus Enterprise and Excel to highlight critical financial performance metrics, including: income growth, unleveraged and leveraged IRRs, equity multiple, and return on capital
  • Facilitate the due diligence process for prospective transactions including managing and reviewing third-party consultants’ reports, organizing site visits, reviewing and abstracting tenant leases, analyzing historical operating and annual reconciliation statements, and preparing scenario analyses, and the investment closing process
  • Provide analytical support for debt capital markets and investment management functions, including property-level strategic planning, budgeting, forecasting, tenant analysis, and leasing decision analysis
  • Prepare written investment committee memorandums in relation to proposed transactions
  • Monitor and analyze key economic and demographic trends in target markets and submarkets
  • Enhance technical skills in a variety of areas, including Argus Enterprise modeling, Excel modeling, GIS analytics, and PowerPoint

Requirements

  • 0-2 years’ experience in real estate investments, asset management, or capital markets
  • Deep understanding of and experience with real estate acquisitions, capitalization, and principal ownership
  • Excellence in Excel, Word, and PowerPoint; Argus Enterprise experience strongly preferred; Advanced Excel modeling experience required
  • Strong work ethic, self-motivated, and capable of effective independent judgment
  • Unwavering ability to meet deadlines
  • Acute attention to detail and passion for quality and excellence
  • Strong organizational and process skills to manage multiple competing priorities
  • Bachelor’s degree in finance, business, accounting, mathematics, engineering, or related field
  • Occasional travel

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Job openings at Asana Partners

Asana Partners
Hired Organization Address Charlotte, NC Full Time
Asana Partners is a retail real estate investment firm creating value in vibrant neighborhoods by leveraging vertically ...
Asana Partners
Hired Organization Address Charlotte, NC Full Time
Asana Partners is a retail real estate investment firm creating value in vibrant neighborhoods by leveraging vertically ...

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