Acquisition Analyst

Role Purpose

The Acquisition Analyst will evaluate new investments, support opportunistic M&A/divestitures, and enable disciplined capital allocation. The role blends valuation, financial modelling, market analysis, and cross‑functional coordination to drive decision‑quality insights for senior leadership and boards.

Key Responsibilities

1) Strategic Investment Analysis & Capital Allocation

• Build detailed return, scenario, and sensitivity analyses for new growth and acquisition opportunities; recommend capital deployment aligned to long‑term priorities and investor objectives.
• Apply a structured investment framework and governance thresholds to ensure disciplined allocation of capital.

2) Portfolio Valuation & Modelling (REIT & Office)

• Support valuation of the REIT; develop/maintain cash‑flow models reflecting operating drivers and market dynamics.
• Contribute to periodic business plan updates and asset strategy reviews; track performance against plan and recommend corrective actions.

3) Mergers, Acquisitions & Divestitures (Opportunistic)

• Assist in due diligence, valuation, synergy thinking, and coordination of internal workstreams and external advisors for M&A/divestiture processes.
• Drive timelines, data rooms, and issue logs to seamlessly execute transactions.

4) Financial Planning & Performance Analysis

• Support budgeting, forecasting, and five‑year planning, ensuring linkage to strategic initiatives and REIT/portfolio objectives.
• Prepare monthly/quarterly variance and driver analyses, dashboards, and insight memos for leadership.

6) Board, Investor & Executive‑Level Reporting

• Prepare Board decks, Investment Committee notes, and monthly business reviews; translate complex financial/operational data into clear, executive‑ready insights.
• Support investor presentations and REIT reporting cycles.

8) Opportunity Screening & Contractual Analysis

• Act as the first filter for new investment opportunities arising under customer contracts and the Shareholders Agreement (SHA); test fit against predefined criteria.
• Coordinate cross‑functional inputs and approvals to drive timely decisions.

9) JV Asset Funding & Reimbursement

• Build models for capital vs. debt allocations for each JV asset; recommend optimal funding mix.
• Manage reimbursement calculations for founding shareholder investments in speculative builds transferred to the JV.

10) Market Research & Competitive Intelligence

• Conduct ongoing market research and competitive landscape analysis to inform valuations, underwriting assumptions, and portfolio strategy.

Qualifications

Education

• MBA (Tier‑1) or CA (Rank Holder) preferred; prior commercial real estate experience strongly preferred.

Experience

• 2–4 years in investment analysis, corporate finance/FP&A, transaction support (M&A), real estate private equity, or REITs.