Senior Financial Analyst - Morgan Properties

Overview

Get to Know Us:

Morgan Properties is a real estate investment firm specializing in equity and debt investments in the multifamily sector.  It is currently one of the largest and fastest growing multifamily investors in the country.  The firm has over $15 billion of assets under management.  Its apartment portfolio of over 90,000 units is concentrated on the East Coast, while its debt investment platform invests nationally.  

Summary:  As a member of Acquisitions and Capital Markets group, the Acquisitions and Capital Markets Senior Analyst will dedicate 50% of their time to equity investments and 50% to debt investments. The position requires proficiency in investment valuation and Excel, which will be measured via an employer provided assessment. 

This position is based out of our brand new corporate office in Conshohocken, PA with an in-office schedule of Monday-Thursday and the option to work from home on Friday. 

Responsibilities include:

• Underwrite new multifamily acquisition opportunities
• Underwrite pools of Freddie Mac loans in K-series securitizations
• Develop robust financial models and perform ad hoc financial forecasting, analysis and modeling
• Interact with investment brokers, visit target properties, and conduct market analyses
• Manage due diligence activities and develop asset-level business plans
• Facilitate lender underwriting, obtain financing quotes, and evaluate financing alternatives
• Prepare investment materials for Investment Committee, executive management team, and outside investors
• Participate in strategic planning and budget processes
• Other duties as assigned.
• The position requires occasional travel for property tours.

Qualifications:

• A bachelor’s degree in business or finance
• Advanced Excel skills with a strong background in financial modeling and valuation analysis
• Attention to detail with strong organizational skills
• Eagerness and ability to learn in a fast-paced environment
• Minimum 1-2 years of relevant experience
• Passing CFA level 1 exam is encouraged; Morgan Properties will reimburse the cost of obtaining CFA designation.
• Passing Morgan Properties proprietary Excel test is required.

The Benefits of Employment:

• Employee referral payment program
• Educational Enhancement Program
• Medical, Dental, and Vision benefits
• Life/AD&D Insurance
• Long and short term disability
• Paid parental leave
• Retirement Plan - 401(k) Plan
• Discount on an apartment with any one of our properties
• Brand new amenity space that includes a full gym/fitness center and golf simulator
• Additional employee discounts available

If you are hired at Morgan Properties, your overall compensation package will also be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range.

Learn more about Morgan Properties at www.morganproperties.com.