Position Overview
A well-established firm in Charlotte, NC is looking to bring on a Real Estate Retail Analyst / Associate that will support the asset management and investment management functions for a national retail portfolio. Working directly alongside senior retail leadership, this individual will help drive asset performance through financial analysis, budgeting, forecasting, leasing evaluation, capital planning, and portfolio reporting.
This is an opportunity to gain exposure to institutional-quality real estate investments while developing a well-rounded understanding of retail asset management, leasing strategy, redevelopment, and portfolio management.
Key Responsibilities
Asset Management
- Support day-to-day management of a regional retail portfolio
- Monitor operating performance, occupancy trends, collections, leasing activity, and NOI growth
- Assist with execution of property-level business plans and value creation initiatives
- Coordinate with property management, leasing, accounting, and third-party operating partners
Financial Analysis
- Maintain property-level cash flow and valuation models
- Prepare annual budgets, operating forecasts, and reforecasts
- Analyze portfolio performance against underwriting assumptions
- Assist with hold/sell analyses, refinancing opportunities, and disposition evaluations
- Perform lease-level financial analyses and renewal evaluations
Leasing & Market Research
- Evaluate new lease opportunities, renewals, and tenant expansions
- Track tenant performance and retail market trends
- Analyze competing properties, rental rates, occupancy, and market fundamentals
- Research national, regional, and local retailer expansion activity
Capital Projects & Redevelopment
- Track capital improvement initiatives, tenant improvements, and redevelopment projects
- Monitor project budgets, timelines, and expected investment returns
- Assist in the execution of asset enhancement strategies
Reporting & Portfolio Management
- Prepare monthly and quarterly asset management reports
- Support investor reporting initiatives and portfolio reviews
- Create presentations and analytical materials for senior management and investment committees
Qualifications
Required
- Bachelor's degree in Finance, Real Estate, Economics, Accounting, or related discipline
- Approximately 1-4 years of commercial real estate experience
- Strong quantitative, financial modeling, and analytical skills
- Advanced Excel proficiency
- Excellent organizational and communication skills
Preferred Backgrounds
- Asset Management
- Acquisitions
- Investment Sales
- Retail Brokerage
- Valuation / Appraisal
- Commercial Real Estate Lending
- Real Estate Investment Banking
Preferred Experience
- Retail real estate exposure
- Grocery-anchored shopping centers
- Net lease investments
- Power centers
- Regional malls
- Mixed-use retail properties
- ARGUS Enterprise proficiency
*If you have interest in this role, do not hesitate to apply*
