Real Estate Investment Associate, Schneider Downs & Co., Columbus, OH
Schneider Downs & Co. -
Columbus, OH,
US
Real Estate Investment Associate
Date Posted: 2024-04-21
Job description
As a trusted advisor in the professional services industry,you know what matters most to clients: Big thinking with a personal focus. Youalso know what matters most to your own success, including: career growth,work-life flexibility, leadership that cares about your ability to succeed, theopportunity to give and receive one-on-one coaching and mentoring, as well aslearning opportunities that inspire professional development. Experience themall at Schneider Downs, where we've been providing accounting, tax, consulting,and wealth management services through our team of innovative thought leadersfor over 65 years. Start building a career with people motivated to help yousucceed-and enjoy more of what counts.
Schneider Downs Corporate Finance (SDCF), an affiliate of Schneider Downs & Co., which operates and manages a real estate investment platform that focuses on acquiring and developing multifamily and student housing properties throughout the United States. We partner with real estate developers and owners to connect them with our platform of private and institutional capital providers seeking direct real estate investment opportunities. Since 2014, we have invested over $200 million across 30 transactions in multifamily, student housing, and hospitality investment opportunities.
Learn more about SDCF's Real Estate practice here:
Schneider Downs has embraced the hybrid work model, so this role will have flexibility working from home, as well as in the office.
WHAT YOU'LL DO
WHAT YOU'LL NEED
Required:
Preferred:
Other:
Work Style:
WHERE CULTURE COUNTS
At Schneider Downs, our culture is our identity. And it'sour culture of care that makes us unique. Even as we grow, we work hard toretain this culture to continuously promote a positive, supportive workenvironment through our core values: Care, Integrity, Flexibility, Respect, andDrive.
ENJOY MORE OF THE THINGS THAT MATTER MOST
- Competitive compensation
- Insurance, including health, dental, and vision,that begin on day one
- 20+ days of paid time off and 13 paid holidays
- Flex Fridays and office closures for summer andwinter breaks
- Parental leave, family care leave, and volunteertime
- 401(k) plans and profit sharing
- CPA exam bonus, education assistance program, andpet insurance
ABOUT SCHNEIDER DOWNS
For over 65 years, Schneider Downs has provided audit, tax,consulting, and wealth management services through our team of innovativethought leaders committed to our approach of providing Big Thinking with aPersonal Focus. Our client roster includes a diverse blend of well-establishednational and regional businesses both publicly and privately owned - as well asnot-for-profits and exciting start-ups. Regardless of industry or corporateprofile, our clients receive the highest level of responsiveness, pro-activity,and personal attention to their individual needs. We call that commitment theSD Standard and it's what makes us different.
A PLACE WHERE INCLUSIVITY COUNTS
Schneider Downs is an Equal Opportunity Employer. Allqualified applicants will receive consideration for employment without regardto race, color, religion, sex, sexual orientation, gender identity, nationalorigin, disability, veteran status, and other protected characteristics. Webelieve a culture of care that celebrates diversity, equity, and inclusioncontributes to a better company, better client services, and a better world.
BUILD A CAREER WHERE YOUR NEEDS COUNT. APPLY NOW.
SchneiderDowns does not accept unsolicited referrals for vacancies, and any unsolicitedreferral will become the property of Schneider Downs. Upon hire, no fee will beowed to the agency, person, or entity.
#LI-HYBRID | #LI-MULTIPLEX
Schneider Downs Corporate Finance (SDCF), an affiliate of Schneider Downs & Co., which operates and manages a real estate investment platform that focuses on acquiring and developing multifamily and student housing properties throughout the United States. We partner with real estate developers and owners to connect them with our platform of private and institutional capital providers seeking direct real estate investment opportunities. Since 2014, we have invested over $200 million across 30 transactions in multifamily, student housing, and hospitality investment opportunities.
Learn more about SDCF's Real Estate practice here:
Schneider Downs has embraced the hybrid work model, so this role will have flexibility working from home, as well as in the office.
WHAT YOU'LL DO
- Pre-screen real estate investment opportunities, including analysis of real estate companies, property characteristics, business plans, market fundamentals, deal structures, and financial metrics
- Draft materials for and present to investment committee, which includes our CEO and SDCF's leadership team, and other key internal constituents
- Build real estate financial models from scratch, with a focus on multifamily properties, for various deal structures including different types of waterfalls (preferred hurdles, IRR hurdles, etc.) for joint-venture equity
- Develop investor facing offering documents, investment return analyses, and other financial analyses and documents
- Being the focal point of the due diligence process, including gathering and analyzing due diligence materials and coordinating reports from third parties
- Represent SDCF through interactions with clients (real estate companies and investors) and third parties
- Review and interpret joint venture agreements, loan documents, subscription agreements, and other legal documents customary to the real estate industry
- Identify and explore new sources of capital to grow SDCF's investor base
- Monitor, analyze and report on the performance of existing investments
WHAT YOU'LL NEED
Required:
- Bachelor's degree with a major in Accounting, Economics, Finance, Real Estate, or related field or sufficient demonstrated coursework to reflect training in fundamental concepts used in real estate capital markets
- Minimum of three years of experience in real estate private equity/finance, with emphasis on structuring and execution of transactions
- Demonstrated direct experience with a commercial real estate firm, real estate development firm, investment sales, mortgage banking firm, or other investment/financial institution; candidates with strong backgrounds in other areas may also be considered
Preferred:
- Series 7 and 63 licenses preferred but not required
Other:
- Proficiency with and understanding of:
- Real estate development and acquisition transaction structures and metrics, including equity waterfalls and promotes
- Customary legal documents in the real estate finance industry such as partnership agreements, loan documents, and development agreements
- Private capital and joint venture equity legal structures and customary processes
- Geographic market metrics for real estate, and the ability to convey analysis of a particular market's current state and future outlook
- Self-starter who is comfortable working in an entrepreneurial environment, where taking ownership of their individual work product is key to the team's growth and success
- A team player who is hard working, dedicated, and independently takes initiative with limited supervision
- Strong financial analysis skills, including fundamental understanding of financial accounting
- Proficient computer skills including Excel, PowerPoint, and Word
- Proficient with CRM systems
Work Style:
- Assertive and proactive
- Confidently drives toward results
- Swift and calculated decision-making
- Adept at independently prioritizing and implementing multiple, concurrent work-streams or strategic initiatives
- Ownership of work product and attention to detail
- Professional presentation style in all types of work product (both internal and external facing), requiring little oversight or feedback to generate materials that are "client-ready"
- Dedicated to continuous improvement of both the individual's work product, and SDCF's overall investment and asset management processes
WHERE CULTURE COUNTS
At Schneider Downs, our culture is our identity. And it'sour culture of care that makes us unique. Even as we grow, we work hard toretain this culture to continuously promote a positive, supportive workenvironment through our core values: Care, Integrity, Flexibility, Respect, andDrive.
ENJOY MORE OF THE THINGS THAT MATTER MOST
- Competitive compensation
- Insurance, including health, dental, and vision,that begin on day one
- 20+ days of paid time off and 13 paid holidays
- Flex Fridays and office closures for summer andwinter breaks
- Parental leave, family care leave, and volunteertime
- 401(k) plans and profit sharing
- CPA exam bonus, education assistance program, andpet insurance
ABOUT SCHNEIDER DOWNS
For over 65 years, Schneider Downs has provided audit, tax,consulting, and wealth management services through our team of innovativethought leaders committed to our approach of providing Big Thinking with aPersonal Focus. Our client roster includes a diverse blend of well-establishednational and regional businesses both publicly and privately owned - as well asnot-for-profits and exciting start-ups. Regardless of industry or corporateprofile, our clients receive the highest level of responsiveness, pro-activity,and personal attention to their individual needs. We call that commitment theSD Standard and it's what makes us different.
A PLACE WHERE INCLUSIVITY COUNTS
Schneider Downs is an Equal Opportunity Employer. Allqualified applicants will receive consideration for employment without regardto race, color, religion, sex, sexual orientation, gender identity, nationalorigin, disability, veteran status, and other protected characteristics. Webelieve a culture of care that celebrates diversity, equity, and inclusioncontributes to a better company, better client services, and a better world.
BUILD A CAREER WHERE YOUR NEEDS COUNT. APPLY NOW.
SchneiderDowns does not accept unsolicited referrals for vacancies, and any unsolicitedreferral will become the property of Schneider Downs. Upon hire, no fee will beowed to the agency, person, or entity.
#LI-HYBRID | #LI-MULTIPLEX