- Distributions - overseeing distributions calculations for all investments on a quarterly basis
- Investor Reporting - manage investor reporting including portfolio reports (specific to each investor), individual investor valuations and projections
- Presentations - assist CEO with key presentations including:
- Quarterly economic updates
- Key investor presentations
- Portfolio Analytics - create portfolio analytics, demonstrating historical trends across the portfolio, as well projections going forward. Analytics will focus on:
- Operating trends - occupancy, rents, credit loss, other income, operating expenses
- Capital expenditures
- Renovation
- Weekly leasing
- ColRich Thrive – ColRich's unique social services programming
- Corporate Analytics
- Critical Analysis as needed
- Bachelor's degree in Finance, Business Administration, other relevant field
- 5+ years of relevant work experience desired
- proficiency in data analysis tools and techniques, with advanced skills in Microsoft Excel, including VBA and Microsoft Access. Proficient in all other MS Office applications such as PowerPoint.
- to create Excel models from scratch and manipulate complex existing models
- of finance and cash-flows, including distribution waterfalls
- to logically work through projects with minimal oversight
- organizational skills and attention to detail
- to process work quickly, accurately and with changing priorities
- to perform work alone and as part of a team
- written and verbal communication skills
- Base salary and discretionary annual bonus competitive with industry standards
- Health and dental insurance paid fully at the employee level by employer
- 401(k) plan
- Paid holidays and vacation time
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Senior Analyst - San Diego, United States - ColRich
Description
Our Story:
From South Africa to Southern California, the ColRich story is a decades-long journey of growth, continuous reinvention and a culture of caring which we call "ColRich Thrive." Through generations of family ownership, the ColRich brand has evolved, but the company's foundation remains the same today as in the beginning; build lasting communities through a culture centered around innovation, humility and a commitment to helping others.
Our Bio:
ColRich is a real estate, construction and investment firm focused on value-add, residential real estate in strategic locations in Eastern, Western and South-Central U.S. markets. Our platform's sustainability is assured through long- term ownership enabled by long-term debt and equity. We are focused on enduring, tax-efficient cash flow for our investors.
In the multifamily space, we actively maximize cash-on-cash returns and capital appreciation by acquiring existing properties with upside through extensive renovation and improved management. Leveraging our unique homebuilding background and construction platform, we reposition these older properties as design-forward, affordable workforce housing alternatives to newer Class A product.
Our new development history includes the successful entitlement, construction, marketing and sales of single-family homes, townhomes, mid-rise condominiums and apartments. Currently we are bringing to market two master-planned, destination-oriented communities offering a combined 5,000+ for sale and rental homes over a 10-year time horizon, and several individual new apartment developments (1,000+ units).
With a service matters operating philosophy, our team is passionate about supporting residents across our portfolio, building better environments that fuel happier residents, improving investor returns and creating a strong sense of purpose that drives what we do every day.
Our Current Portfolio:
ColRich's portfolio includes $1.1 billion of equity actively invested through the end of 2023 in 78 deals across 8 states in 16 different markets. All together, our multifamily and new development activities total nearly 19,000+ housing units.
Our Approach:
A vertically integrated, hands-on approach is at the core of our company's capabilities. Deep in-house construction, design, finance and asset management expertise ensures that our essential functions are managed internally and operationally intertwined to produce indisputable long-term value for our stakeholders. Our communities are built to last, offering enduring and stable environments where our residents will thrive.
Our DNA:
Hardworking
Original thinkers
Competitively Humble
Personable
Seasoned Through Adversity
Our Mantra:
Build lasting communities
Our Location:
We are based in San Diego's Little Italy neighborhood in walking distance to the 100+ restaurants, bars & coffee shops we visit with our colleagues.
Position:
Senior Analyst
Reports to:
ColRich's Chief Executive Officer and Chief Operating Officer
About the Role:
The primary responsibility of the Senior Analyst is to provide high-level analytics and operational support pertaining to multiple pillars of the company. The Senior Analyst will report to ColRich's Chief Executive Officer and Chief Operating Officer.
Specific responsibilities include:
Requirements:
Benefits:
ColRich provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, ColRich complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. ColRich expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of ColRich's employees to perform their job duties may result in discipline up to and including discharge.
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