University Partners→
Intern - Fall Analyst, Investments & Asset… at University… · Dallas
InternshipOn-siteDallas, TX
Skills
microsoft excelfinancial modelingcash flow analysisvaluation methodsmarket researchinvestment proposal preparationquantitative modelingsales data trackingcommercial real estatecorporate financeasset managementcommercial bankinginvestment bankingdue diligence
Job Description
Summary: University Partners is one of the country’s leading owners and operators of student housing properties. The Fall Analyst will assist in the evaluation, underwriting, execution of student housing investment opportunities, and asset management of UP’s existing portfolio of properties.
Responsibilities:
- Perform financial analysis of acquisitions and development opportunities via financial modeling, analysis of cash flows, analysis of return and project sensitivities, and application of valuation methods using Microsoft Excel
- Make informed decisions regarding modeling assumptions while maintaining the ability to logically defend and present said assumptions
- Assist with due diligence processes associated with acquisitions by performing document control, physical and financial due diligence, verifying and establishing projections, or other duties as assigned
- Prepare investment committee proposals for new projects under consideration, including presentation materials and graphic requirements
- Benchmark comparable properties while maintaining detailed notes to inform underwriting assumptions
- Develop and apply quantitative modeling assumptions to deals under consideration for investment
- Complete asset management projects on an ad hoc basis, including both portfolio and asset-level analyses
- Track, organize, and maintain sales data from various sources
- Catalogue all potential investment opportunities including downloading materials from virtual data rooms and maintain/organize them on the local network drive
- Track all investment opportunities in key target markets and UP correspondence with brokers, owners, and other external parties
Required Qualifications:
- Proficiency in Microsoft Office software; advanced Excel skills required to build and update detailed cash flow models
- Analyze and interpret market and industry trends from a strategic point of view to draw conclusions and solve problems
- Perform numerical and financial calculations and analysis
- Communicate effectively with coworkers, brokers, and capital partners to effectively exchange ideas, information, and opinions to inform investment decisions
- Possess excellent interpersonal skills
- Think creatively and contribute to project success
- Successfully manage a variety of tasks within a tight time schedule, including multiple potential transaction models at once
- Demonstrate strong initiative and ability to work independently with minimal oversight
- Interact with employees, visitors and business partners with poise and diplomacy
- Establish and maintain a cooperative working atmosphere amongst staff
- Ability to leverage technology to perform all job functions at the highest level
- Students must be pursuing a Bachelors degree from an accredited college or university with a graduation date of May 2027/2028 or a Graduates degree or MBA from an accredited college or university
- 3.2 minimum GPA
- Strong financial modeling skills, specifically within Microsoft Excel
- Strong business writing acumen
- Able to work well in a fast-paced, dynamic environment that requires critical thinking and problem solving
- Must be collaborative and comfortable communicating in a team-oriented environment
- Highly motivated and able work independently
Preferred Qualifications:
- Preferred course work: commercial real estate, corporate finance, asset management, commercial or investment banking
Required Skills: Microsoft Excel, Financial Modeling, Cash Flow Analysis, Valuation Methods, Market Research, Investment Proposal Preparation, Quantitative Modeling, Sales Data Tracking, Commercial Real Estate, Corporate Finance, Asset Management, Commercial Banking, Investment Banking, Due Diligence