Analyst, Acquisitions
Ballast Investments, LLC
San Francisco, CA 94104$80,000 - $100,000 a yearFull Time
Job Description
Base Annual Compensation: $80,000-$100,000 (depending on experience)
Title: Analyst, Acquisitions
Reports to: Associate, Acquisitions
Primary Function: Acquisitions
Status: Full-time, Exempt
Location: San Francisco, CA
Summary
Ballast Investments (“Ballast” or “The Company”) is seeking an Analyst, Acquisitions to support our rapidly growing team. Under the general supervision of the Investments Team, the Analyst will be responsible for activities relating to the financial analysis and operations of Ballast’s investment portfolio. As the Analyst gains experience and knowledge, the level of contribution from a financial analysis perspective is expected to increase.
The Company is a vertically-integrated owner-operator of multifamily, student housing, and single family rental assets in the greater Western United States. The Company has several strategic partnerships with global institutional capital providers and has experienced strong growth since its founding in 2014.
Ballast employs over 250+ real estate professionals whose mission is to create value by acquiring, developing, and managing our dwellings with exceptional care through an integrated approach. Our culture is founded on teamwork, authenticity, integrity and excellence. Through a shared purpose and common goal, the organization is built to serve its partners and communities within which it invests.
Primary Responsibilities
Develop and maintain detailed financial models to support the underwriting and valuation of potential acquisitions
Assist in actively sourcing and identifying potential real estate acquisition opportunities through market research, networking, and relationship building
Evaluate potential deals based on financial models, market analysis, and investment criteria to assess their viability and alignment with the company's investment strategy
Provide market research and analysis to support investment decisions
Proactive transaction pipeline management and reporting
Assist in fundraising efforts by attending investor meetings and building out Ballast’s CRM database
Assist in preparing analyses on transactions or other ad hoc requests from investors,
Collaborate with cross-functional teams to conduct thorough due diligence on potential acquisitions, covering legal, financial, and physical aspects
Work closely with legal, finance, asset and property management to ensure a seamless transaction and transition process from initial negotiations to closing
Stay abreast of real estate market trends, economic indicators, and industry developments to identify emerging opportunities and potential risks
Assist in the preparation of investment memoranda, presentations, and other materials for internal and external stakeholders
Cultivate and nurture relationships with brokers, sellers, and other industry professionals to enhance deal flow and stay informed about market dynamics
Maintain detailed sales comp tracker and otm tracker
Lead special projects as assigned and complete high-quality deliverables
Minimum Requirements and Qualifications
1-3 years of experience in real estate acquisitions or investment, private equity, investment banking, or a related field
Knowledge of real estate markets, valuation techniques, and investment strategies
Strong financial modeling and analytical skills
Dealcloud experience is a plus
Key Skills and Competencies
Excellent communication skills and ability to work collaboratively in a team-oriented environment
Committed to high standards of excellence and ethics
Effectively identify issues and formulate solutions
Capability to think critically, solve problems logically, and make well-reasoned business decisions
Ability to probe, ask the right questions, and dig beneath the surface to test the validity of information
Discretion and commitment to maintaining confidentiality
Able to maintain effective documentation with a strong attention to detail
Goal-oriented and diligent
Ballast Investments is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment, and we prohibit discrimination and harassment of any type based on race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Ballast Investments is also committed to compliance with all fair employment practices regarding citizenship and immigration status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Title: Analyst, Acquisitions
Reports to: Associate, Acquisitions
Primary Function: Acquisitions
Status: Full-time, Exempt
Location: San Francisco, CA
Summary
Ballast Investments (“Ballast” or “The Company”) is seeking an Analyst, Acquisitions to support our rapidly growing team. Under the general supervision of the Investments Team, the Analyst will be responsible for activities relating to the financial analysis and operations of Ballast’s investment portfolio. As the Analyst gains experience and knowledge, the level of contribution from a financial analysis perspective is expected to increase.
The Company is a vertically-integrated owner-operator of multifamily, student housing, and single family rental assets in the greater Western United States. The Company has several strategic partnerships with global institutional capital providers and has experienced strong growth since its founding in 2014.
Ballast employs over 250+ real estate professionals whose mission is to create value by acquiring, developing, and managing our dwellings with exceptional care through an integrated approach. Our culture is founded on teamwork, authenticity, integrity and excellence. Through a shared purpose and common goal, the organization is built to serve its partners and communities within which it invests.
Primary Responsibilities
Develop and maintain detailed financial models to support the underwriting and valuation of potential acquisitions
Assist in actively sourcing and identifying potential real estate acquisition opportunities through market research, networking, and relationship building
Evaluate potential deals based on financial models, market analysis, and investment criteria to assess their viability and alignment with the company's investment strategy
Provide market research and analysis to support investment decisions
Proactive transaction pipeline management and reporting
Assist in fundraising efforts by attending investor meetings and building out Ballast’s CRM database
Assist in preparing analyses on transactions or other ad hoc requests from investors,
Collaborate with cross-functional teams to conduct thorough due diligence on potential acquisitions, covering legal, financial, and physical aspects
Work closely with legal, finance, asset and property management to ensure a seamless transaction and transition process from initial negotiations to closing
Stay abreast of real estate market trends, economic indicators, and industry developments to identify emerging opportunities and potential risks
Assist in the preparation of investment memoranda, presentations, and other materials for internal and external stakeholders
Cultivate and nurture relationships with brokers, sellers, and other industry professionals to enhance deal flow and stay informed about market dynamics
Maintain detailed sales comp tracker and otm tracker
Lead special projects as assigned and complete high-quality deliverables
Minimum Requirements and Qualifications
1-3 years of experience in real estate acquisitions or investment, private equity, investment banking, or a related field
Knowledge of real estate markets, valuation techniques, and investment strategies
Strong financial modeling and analytical skills
Dealcloud experience is a plus
Key Skills and Competencies
Excellent communication skills and ability to work collaboratively in a team-oriented environment
Committed to high standards of excellence and ethics
Effectively identify issues and formulate solutions
Capability to think critically, solve problems logically, and make well-reasoned business decisions
Ability to probe, ask the right questions, and dig beneath the surface to test the validity of information
Discretion and commitment to maintaining confidentiality
Able to maintain effective documentation with a strong attention to detail
Goal-oriented and diligent
Ballast Investments is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment, and we prohibit discrimination and harassment of any type based on race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Ballast Investments is also committed to compliance with all fair employment practices regarding citizenship and immigration status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.