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.
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.
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.
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.
Specific responsibilities include:
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
Requirements:
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
Benefits:
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
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.
#J-18808-Ljbffr