Senior Investment Analyst

Terra Description

Terra, the award winning, Miami-based real estate development company carefully chooses projects that have a positive impact on their surroundings and, by extension, on the people who live there. Terra has achieved international acclaim for its commitment to design excellence, resiliency measures, and sustainable development and has been continuously transforming South Florida into the prosperous metropolis we know today.

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Requirements

• Bachelor’s degree in Economics, Finance, or Real Estate (Master’s degree preferred).
• 4–6 years of experience in financial analysis and financial modeling, with the ability to build and interpret complex investment models.
• Development or real estate private equity experience required, with an understanding of real estate contracts and financial structures.
• Strong market research and analytical skills, including the ability to evaluate market trends, competitive dynamics, and risk factors.
• Experience supporting project-level financial reporting, capital calls, and cash flow management.
• Advanced proficiency in Microsoft Excel.

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Terra Employee Perks

As a team member at Terra, you’ll enjoy:

• Career advancement and bonus opportunities.
• Comprehensive benefits package, including health, vision, dental insurance, and FSA (Flexible Spending Account).
• Employer-paid life and disability insurance.
• Employer matching 401k.
• Employee team building events.
• Company paid monthly lunches.
• Paid Time Off and paid Holidays.

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General Responsibilities

Financial Oversight & Investment Management

• Serve as the financial lead throughout the development process of projects, focusing on investment and capital markets.
• Assist in negotiating key financial agreements, including purchase and sale agreements, development agreements, operating agreements, and loan documents.

Due Diligence & Site Acquisition

• Assist in the due diligence process for site acquisitions, including assessing financial feasibility, site conditions, and regulatory requirements.
• Support the financing process for site acquisitions, ensuring thorough analysis and risk management.

Underwriting & Financial Modeling

• Underwrite new and existing projects, ensuring financial models are maintained, updated, and aligned with investment strategies.
• Provide support in building financial projections and models to support acquisitions, financing, and development decisions.

Market Research & Analysis

• Lead the market research component for each project, focusing on specific asset classes to ensure that investment decisions are informed by accurate market data.
• Analyze industry trends, competitive landscape, and potential risks to support strategic decision-making.

Financial Reporting & Business Plans

• Maintain financial reporting for each project, including managing capital calls, preparing monthly financial reports, and supporting the development of business plans.
• Ensure reports are accurate, up-to-date, and aligned with company objectives.

Investment Presentation & Communication

• Draft and present investment memos for new and existing projects to the Executive Team, ensuring clear and concise presentation of financial data, project timelines, and risk assessments.
• Collaborate with senior leadership to provide insights and recommendations for potential investments.

Cross-Department Collaboration & Onboarding

• Manage interdepartmental onboarding and ensure effective collaboration across teams, including accounting, legal, development, and construction.
• Facilitate communication between departments to streamline processes and ensure smooth project execution.

Cash Management & Yardi Integration

• Work with accounting on cash management for the project, including tracking deposits, outflows, and milestones.
• Support the integration of financial data into Yardi, ensuring accurate and timely reporting.

Legal & Contract Support

• Collaborate with the legal team on various contracts and administrative matters, including organizational documents, development agreements, fee agreements, and branding/management contracts.
• Ensure that legal documentation aligns with financial objectives and investment strategies.

Development & Construction Collaboration

• Work closely with the development and construction teams to process and review construction budgets, ensuring that financials align with project timelines and budgets.
• Take on additional responsibilities as needed to support the growth and success of the acquisition and development process.

The company reserves the right to add or change duties at any time.