Responsible for financial analysis and diligence of Forum's products and its competitive set.
Oversee the analysis and performance of Forum's funds.
Identify, monitor, and evaluate competitive market trends and general economic conditions as they relate to the Forum investment strategy.
Create external communications to investors for potential investment opportunities and investment updates.
Research and analyze the current state of Forum, it’s products, and it’s competitive set to help determine Forum’s next steps in the marketplace.
Communicate with the Product Development Committee (“PDC) and the Business Development and Investor Relations (“BD/IR”) teams on applicability of competitive products and industry trends to Forum’s markets, products, and strategy.
Help to structure and create new product plans and recommendations, including target markets, objectives, features, sales and financial plans.
Prepare financial models and forecasts for Forum’s product set and proficiently communicate their meaning and implications to company executives.
Assist the Senior Managing Director of Product Strategy on the vetting of new product ideas and market channels.
Monitor the risks inherent in Forum’s products, sales of the products and product portfolio and manage within acceptable tolerances.
Assist in the preparation of product data rooms, due diligence questionnaires and other requests for information on all Forum products lines.
Prepare summaries and analysis of Forum’s products for investment committee, PDC, and/or BD/IR review.
Interface and coordinate with both internal and external parties to ensure smooth communication flow.
Skills & Qualifications:
8+ years of related experience in an analytical role, preferably private equity, finance, or real estate focused.
A demonstrable enthusiasm and commitment to the industry.
Must have strong verbal and written skills, and a demonstrable ability to construct compelling theses through meticulous research skills and data.
Excellent modeling and analytical skills are imperative - candidates will be asked to submit a financial model.
A keen attention to detail with a thorough understanding of financial applications
An ambitious and positive attitude - flexible work hours are sometimes required
Willingness to attend industry conferences and be involved in industry organizations with aspirations of growing into a senior leadership position.
Must be self-motivated, resourceful, and able to assume a high level of individual responsibility.
Travel may be required.
Education & Technical Skills:
Bachelor’s degree in business, finance, real estate, economics or accounting or equivalent experience required.
MBA and/or CFA preferred.
Expert financial, analytical and modeling skills - proficiency in MS Excel a must.
Telecommuting is allowed.
Additional Salary Information: This range is estimated for this role. Actual pay/title may be different based on experience and credentials. This position also includes an annual bonus potential.
About Forum Real Estate Group
Forum Investment Group is a private real estate investment firm with expertise and an emphasis on multifamily housing. We focus on generating current income and long-term value creation by accessing unique acquisition, development and debt investment opportunities across real estate cycles.
*Forum for All*
We believe that differences make us better and feed innovation. Open to everything. Stopping at nothing. Forum people take action, get involved, and get results: together. We have a diverse following, serve diverse communities, and aim to reflect that within, creating a Forum for All.