Enriching lives through investment and service is the mission at the core of everything we do at Holladay. The Development and Investment Real Estate Analyst is responsible for conducting thorough market research, financial analysis, and due diligence to support real estate development projects and investment decisions. This role involves working closely with acquisition, development, and asset management teams to identify, evaluate, and execute profitable real estate opportunities
Essential Duties and Responsibilities include but are not limited to the following:
Financial Modeling and Analysis
Develop and maintain complex financial models for real estate projects - budgeting & forecasting, debt structures, cash flows, equity waterfalls, sell vs. hold analysis, etc.
Perform sensitivity analyses and scenario modeling to evaluate potential risks and returns
Create cash flow projections and calculate key financial metrics such as IRR, NPV, and ROI
Asset Management Support
Support the budget and forecasting process including long-term planning
Review monthly operating statements for accuracy and provide detailed explanations for budget variances
Assist in the planning and execution of real estate projects through the investment lifecycle
Produce quarterly investor reports & updates that include key financial metrics and investment performance
Support the quarterly contributions and distributions process
Reporting and Communication
Prepare clear and concise reports on market trends, property performance, and cash flow recommendations
Present findings and analysis to senior management and stakeholders
Partner with the Head of Asset Management to support key initiatives
Collaborate with cross-functional teams, including acquisition, development, and accounting/finance
Market Research and Analysis
Conduct comprehensive market research on real estate trends, property values, and economic factors
Analyze demographic data, local regulations, and competitive landscapes to assess project financial strength
Prepare detailed reports on market conditions and trends to guide financial strategies
Qualifications:
Bachelor's degree in Real Estate, Finance, Economics, or a related field
1-2 years of experience in real estate analysis, development, or investment
Strong understanding of real estate markets, valuation methods, and investment principles
Proficiency in financial modeling and advanced Excel skills. Experience with data modeling and tools (Tableau, Power BI, etc.) is a plus
Experience with real estate software and databases (e.g., CoStar, ARGUS, Yardi) essential
Knowledge of statistical analysis tools and GIS software is a plus
Strong analytical and quantitative skills with attention to detail
Ability to interpret complex data and translate it into actionable insights
Ability to present complex information clearly and concisely
Critical thinking and problem-solving capabilities
Excellent written and verbal communication skills
Strong interpersonal skills for collaborating with diverse teams and stakeholders
Willingness to travel as needed for property evaluations and market research
Ability to manage multiple projects and meet deadlines in a fast-paced environment
Holladay Mission and Values: All associates are expected to live Holladay's Mission and Values in their everyday interactions with each other, external clients, and stakeholders as defined below:
Mission: Enriching lives through investment and service
ENRICH Values:
Entrepreneurial - We are empowered to dream and take risks, to challenge conventional wisdom and demand continuous improvement, to innovate, create, and inspire change.
Nurture - We encourage and support the growth and development of each other, our clients, and our communities.
Respect - We recognize and acknowledge the inherent value of others.
Integrity - We do the right thing. We exhibit a consistently high moral compass.
Community - We are a family. We have fun, serve others, and freely give of our resources. We recognize our responsibility to make our communities and world a better place.
Health - We support the physical, financial, and professional health and well-being of each other and those we serve.
Compensation:
The Financial Analyst compensation will be based on experience and qualifications. This range is subject to local, state and regional dynamics and may be adjusted up or down depending on market conditions.
Supervisory Responsibility:
This position does not have any supervisory responsibility
Promotional Opportunity:
Associates with more than twelve (12) months of service may request consideration to transfer to other jobs as vacancies become available and will be considered along with other applicants. To be considered, Associates must have a satisfactory performance record and have no disciplinary actions during the last twelve (12) months. Management retains the discretion to make exceptions to the policy.
This description is not all inclusive and duties will vary depending on specific property being managed.