Mergers & Acquisitions Analyst jobs in North Carolina

About the Company

Sagard Real Estate is a real estate investment advisor and operator providing investment management services throughout the U.S. including acquisitions, asset management, development and property management for our investors. With $5.3B in assets under management, our clients invest through separately managed accounts and commingled funds.

Sagard Real Estate is based in Denver with regional offices in New York City, Charlotte, Los Angeles, San Francisco and Austin metro areas.

For more information, visit www.sagard.com/realestate.

About the Role

The role supports the Acquisitions Managing Director and will be involved in all acquisition efforts for the Southeast region. Depending on the candidate's experience level and demonstrated skills, the role will be filled as an Analyst or Associate.

Key Job Duties

• Analyze direct property equity investment opportunities using Argus and Excel 
• Research markets and comparables needed to support underwriting
• Prepare investment briefs and investment memorandums for internal committee meetings and external client review 
• Research markets and engage brokerage networks to compile analytics encompassing market fundamentals and sale/lease comps needed to support valuation underwriting
• Assist in coordinating due diligence, financings, and closings for active investments 
• Work with various internal departments throughout the due diligence and closing periods

Education and Experience Required

• Bachelor’s Degree required (Real Estate, Finance, or similar)

• Minimum of 2 years of experience in real estate or equivalent industry

Knowledge, Skills, and Abilities

• Excellent quantitative abilities including technical knowledge of real estate finance concepts

• Ability to effectively communicate with internal committees, partners, brokers, attorneys, and consultants

• Proficiency in Excel, Word, PowerPoint, and Argus

• Proven ability to absorb complex material and produce timely, accurate, insightful, and concise work product

• High level of initiative and exceptional work ethic; willing to work late hours and weekends as needed

• More consideration for candidates with extensive Argus and Excel modeling experience for multiple property types.

Starting Salary Range is available upon request.

Posting Date: May 16, 2024

Posting Expiration Date: June 24, 2024 (or until filled)

The starting salary for this position is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. Actual salaries will vary and may be above or below the stated range based on various factors including, among other factors, location, education and training, experience, internal pay alignment, and performance. A potential new employee’s salary history will not be used in compensation decisions. Many candidates’ compensation will start in the bottom half of the stated range. This role is also eligible to participate in a merit-based annual bonus program, health, vision, and dental insurance plans, long and short-term disability, 401K plan, and PTO. This information is provided in connection with the Colorado Equal Pay for Equal Work Act, and similar requirements in California and New York. Positions located outside of these states may or may not necessarily receive the same compensation. 

Sagard Real Estate Employee benefits include: 

 Flexible Time Off 

 401k Matching Program 

 Competitive Medical, Dental and Vision plus FSA and HSA options 

 Paid Caregiver Leave Benefits 

 Commuter Pre-Tax Savings Program (Parking and Mass Transit) 

 College Tuition and Continuing Education Reimbursement 

 Mentorship and Leadership Development Opportunities 

 Paid Social and Engagement Events Throughout the Year 

 And More 

Sagard Real Estate’s Commitment to Diversity, Equity, and Inclusion is evident and continuously showcased from dedicated workgroup efforts and programming for recruitment, inclusive culture, retention, and training initiatives throughout our organization. To learn more about Sagard’s ESG initiatives and how our DEI efforts support, visit sagard.com/responsibility. 

Sagard Real Estate’s Commitment to Applicants is evident with no discrimination in our recruitment process due to race, color, disability, creed, gender, sexual orientation, gender identification, age, religion, national origin, citizenship, marital status, veteran status, or any protected category by local, state or federal laws.