Job Summary:

The Investment Analyst will play a key role in evaluating potential real estate investments, conducting financial analysis, and assisting with various asset management tasks. This position requires a strong understanding of real estate underwriting principles, financial modeling, and market research. The ideal candidate is highly organized, proactive, and capable of handling multiple projects simultaneously.

Key Responsibilities:

Real Estate Underwriting & Analysis:

Review and validate financial documents such as rent rolls, T12s, and tax records.
Provide financial analyses and underwriting of acquisition opportunities utilizing the HEG Excel model tool.
Conduct market research to assess rental rates, occupancy rates, capital improvement needs, and property values.
Collaborate with brokers, lenders, and other stakeholders to gather necessary information for underwriting.
Analyze potential real estate acquisitions using underwriting models, including income and expense projections, cap rates, IRR, debt assumptions and cash flow analysis.
Update the weekly Deal Flow Log with potential underwrites.

Asset Management Assistance:

Prepare monthly financial reports for asset performance tracking.
Compile and submit when due all financial reports required by each lender.
Update weekly and monthly scorecards to monitor key performance metrics.
Assist in the submission of lender draw requests and reserve reimbursement requests.
Audit property websites to ensure accurate information and consistency.
Assist with the due diligence process for all new acquisitions.
Assist in monitoring and tracking financial performance of assets, including variance analysis.
Support loan application processes by compiling required financial data.
Provide general financial support to the acquisitions and asset management teams.

Competencies:

· Analytical Skills: Able to structure and process qualitative or quantitative data and draw insightful conclusions from it. Exhibits a probing mind and achieves penetrating insights.

· Communication: Confidently speaks and writes in a professional and articulate manner. Able to communicate complex issues with clarity and insight. Maintains this standard in all forms of communication.

· Forward thinking: Looks beyond immediate task to consider long-term impact; always considering what comes next.

Requirements:

· Bachelor’s degree with Finance, Real Estate or related field strongly preferred

· 1-3 years in an analytical/data driven role

· 1-3 years of commercial real estate experience

· Advanced ability to create and manipulate complex financial models in Excel

· Understanding of finance and real estate concepts

Compensation:

· Salaried position based on experience

· Full benefits package starting day 30 of employment, including a competitive 401k matching program, company-sponsored health insurance (75% of premium cost covered), generous PTO package.

About Us:

Huber Equity Group is a private equity firm specializing in value-add multifamily opportunities across the Midwest and Southeastern United States. Huber Equity Group was founded in Columbus, Ohio in 2019, and has since acquired 2000 multifamily units and $225 million of transaction volume.

At Huber Equity Group, we are more than a private equity firm; we are a purpose-driven organization. Our commitment extends beyond financial success to giving back to the communities we serve. Since our founding in 2019, we have made over $500,000 in charitable donations and played a leadership role in several non-profit organizations.

How We Work – Core Values:

· To whom much is given, much is expected: We believe in using our success to improve the human condition wherever we find it.

· We don't know it all: Our growth begins with a commitment to humility and continuous learning.

· Life outside of work matters: We value work-life balance and personal growth, supporting one another in all aspects of life.

· Set big goals and crush 'em: Challenges make life interesting, and we thrive on pushing our limits.

Note: This job description is subject to change as the needs of the company evolve. The duties and responsibilities outlined above are not exhaustive, and additional tasks may be assigned as necessary to fulfill the role effectively.

Huber Equity Group

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