Demo

Investment Analyst

Willard Retail
Bethesda, MD Full Time
POSTED ON 4/10/2025
AVAILABLE BEFORE 5/6/2025

Company :

Willard Retail is a fully integrated real estate company with a concentration of retail and retail mixed-use properties. Willard Retail maintains a track record of superior results achieved through the acquisition, development, leasing, and management of high-potential assets with a focus on creating dynamic retail destinations that bring exceptional grocers, retailers, restaurants, and services to local communities and neighborhoods.

Position Summary :

Willard Retail is seeking an Investment Analyst to underwrite acquisition opportunities, manage development activities, assist in asset management, dispositions, and recapitalizations, and evaluate strategic investment initiatives within the Willard Retail portfolio.

In this position, you will be an integral member of our team, supporting the company by underwriting acquisition opportunities and analyzing property-level strategy. Successful candidates should be entrepreneurial with the ability to work independently as well as collaboratively with a variety of teams.

Responsibilities :

  • Underwriting new investments and managing the associated due diligence process
  • Coordinating with asset management teams to ensure successful investment strategy execution
  • Assisting property management team with monthly financial reporting
  • Maintaining financial models and distribution waterfalls
  • Preparing and presenting investment memoranda for Investment Committee
  • Assisting in the preparation of materials related to new third-party management business
  • Conducting financial analyses to evaluate internal investment opportunities including development, repositioning, and value-add opportunities within existing portfolio
  • Conducting market analysis and research
  • Coordinating disposition processes for the sale or recapitalization of assets

Qualifications :

  • Bachelor’s degree with 1-3 years of experience in Finance or Commercial Real Estate
  • Exceptional academic records
  • Superior analytical skills
  • Excellent listening skills combined with strong written and oral communication skills
  • Sharp interpersonal, collaborative and relationship building skills
  • Exceptional focus, organizational skills, and attention to detail, with the ability to effectively prioritize and manage multiple projects, tasks, and responsibilities simultaneously
  • Strong sense of personal motivation, responsibility, and entrepreneurship with a team-first perspective
  • Proficiency in Microsoft Office Suite. Argus Enterprise experience preferred
  • If interested, please email your resume and a brief note on what you are looking for in your next job to careers@willardretail.com.

    Willard Retail is committed to hiring and retaining a diverse workforce. We are an Equal Opportunity Employer, making decisions without discrimination on the basis of race, color, religion, sex, national origin, age, veteran status, disability, sexual orientation, genetic information, or any other protected class, in accordance with applicable law.

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