Raleigh Enterprises is a family office focused on real estate ownership, development, and management, with a diversified portfolio and an emphasis on long-term investment value.
Job Summary
The Senior Analyst works with the CIO and executive team to evaluate investments and optimize asset performance through underwriting, financial modeling, due diligence, and asset management. The analyst leads analysis and makes recommendations; executive leadership retains investment commitments and material approvals.
In a lean team, the analyst owns analytical work, develops repeatable processes, and connects investment projections with Finance’s planning needs. Success requires judgment, curiosity, accountability, and adaptability.
Essential Duties and Core Responsibilities: include the following. Other duties may be assigned.
Investment Analysis and Due Diligence
- Lead underwriting for property investments, joint ventures, limited and general partner interests, platform investments, secondaries, and lending opportunities.
- Build and maintain financial models covering acquisitions, development, redevelopment, dispositions, and refinancing, including cash flow projections, debt schedules, and partnership waterfalls.
- Evaluate valuations and returns using discounted cash flow, capitalization rates, internal rate of return, and equity multiples; test assumptions through sensitivity and downside analyses.
- Conduct market research and coordinate due diligence, reviewing leases, operating results, financing terms, agreements, and third-party reports.
- Prepare investment memoranda and presentations detailing the investment thesis, assumptions, financing, projected returns, and material risks.
Asset Management and Portfolio Performance
- Partner with the CIO to improve financial outcomes for owned assets and formalize asset management processes, business plans, budgets, forecasts, and capital expenditure plans.
- Maintain models for existing assets; analyze operating performance, budget variances, occupancy, net operating income, cash flow, and relevant property-specific indicators.
- Evaluate leasing alternatives, prospective tenant creditworthiness, lease rollover exposure, tenant improvements, renovations, and capital projects; develop valuations and hold, sell, and refinance analyses.
- Oversee and evaluate third-party property managers against financial reporting standards, budgets, service expectations, approved business plans, and management agreements; recommend improvements.
- Identify and communicate major lease expirations, loan maturities, capital funding requirements, and other significant asset milestones to senior leadership and Finance.
Finance Coordination and Portfolio Reporting
- Connect Investments and Finance by delivering timely, reliable asset and financing projections for financial planning and analysis.
- Support budgeting, cash flow and liquidity forecasts, treasury, and capital allocation as assigned by the CIO; investment analysis and asset management remain the primary focus.
- Conduct monthly asset reviews, prepare quarterly portfolio reports and presentations, and coordinate annual business plan updates; reconcile data with Accounting and Finance.
- Assist with lender and investor reporting, covenant analysis, and financing evaluations in collaboration with the CIO and Finance.
Processes Technology and Special Projects
- Maintain documented modeling, asset management, and due diligence standards that can be used to train future team members.
- Help expand the effective use of technology, including AI, to improve research, analysis, reporting, and corporate efficiency.
- Lead CIO-assigned projects involving investments, asset performance, or corporate operations, while prioritizing core investment and asset management deliverables.
- Promote accountability, collaboration, and results; manage competing priorities and follow projects through to completion.
