Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Investment Associate

Hammes Company

Join Our Team Consider a career with Hammes if you are interested in being a part of a dynamic and entrepreneurial environment! We have been recognized as one of the Best Places to Work in Healthcare by Modern Healthcare. Founded in 1991, Hammes is a vertically integrated real estate solutions platform. Our capabilities include real estate strategy and planning, project management, development, investment and property management for healthcare clients and other leading institutions. Hammes is consistently ranked as one of the nation’s top healthcare developers by both Modern Healthcare’s Construction & Design Survey and Revista’s Outpatient Healthcare Real Estate Development Report. Who We Are Hammes Partners is a private investment platform focused exclusively on the U.S. Outpatient Healthcare Real Estate market dedicated to ground-up development, adaptive reuse & monetization initiatives of developers & owners/operators of healthcare real estate. Position Summary The Associate will be responsible for analyzing real estate acquisition and development investment opportunities. The Associate is also responsible for overseeing Financial Analysts and providing senior team members with support on new deals and existing assets. The Associate will also be responsible for assisting with fund management including valuation, reporting and portfolio management. Principal Duties and Responsibilities This list of duties and responsibilities is not all inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary from time to time. Directs and manages a team of Financial Analysts on a daily basis. Maintains a thorough understanding of the job responsibilities and provides direction as needed. Works closely with Financial Analysts and plays an active role in the Project Underwriting and Capitalization duties including: Underwriting: Performs Budget, Economic, and Proforma return underwriting Assists with scenario and sensitivity analysis of development projects Capitalization: Assists in creating financing packages in order to procure financing on Ownership portfolio Reviews project team feasibility reports and prepare capital markets section Assists with required due diligence steps necessary to close financing Prepares and coordinates RFP responses and marketing presentations Prepares Investment Committee Reporting, including the following: Projects under development Monthly leasing and budget reports Prepares presentation that will go to management alerting them to any budget issues Proposed deals – Investment Package Researches specific real estate markets to assess market demand, potential for demand and rate growth, competitiveness of comparable properties, and risk potential. Assists with complex financial models that identify the potential financial performance of an asset as well as the Fund’s portfolio of assets. Maintains asset valuations for the legacy and Fund assets. Reviews and assists with loan agreements and ancillary documents related to the closing of a transaction. Assists with portfolio management including tracking deal flow of the Fund. Participates in fundraising activities including preparation of marketing materials and due diligence responses. Other duties as assigned by the Investment, Asset Management and Operations team. Supervisory Duties and Responsibilities The Associate will supervise a team of Financial Analysts and will be responsible for carrying out supervisory responsibilities in accordance with the Company’s policies, procedures, and applicable laws. Knowledge, Skills & Abilities The requirements listed below are representative of the knowledge, skills, and abilities required to perform this job successfully. Bachelor’s degree in Finance, Economics, Business Administration or related field, or equivalent combination of education and work experience. A minimum of 5 years of progressive work experience in finance, capital markets or real estate. Must be highly detailed and possess excellent financial, mathematical, and statistical skills. Ability to learn in a fast paced environment, managing multiple projects with competing priorities. Excellent oral and written communication skills Strong personal motivation and commitment to excellence. Ability to manage and mentor junior professionals. Advanced knowledge of Microsoft Office, specifically Excel. Working Conditions There will be some variation in work hours due to position specific projects and deadlines. Occasional travel may be required. #J-18808-Ljbffr

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Investment Associate in Milwaukee, WI vacancy
  • $240k - $350k

     ...Overview Foley & Lardner is seeking an associate with 2-5 years of relevant experience to join our Fund Formation & Investment Management (FFIM) Practice Group. The preferred location for the position is Boston, but we are open to considering qualified candidates in... 
    Suggested
    Full time
    Work at office

    Foley & Lardner LLP

    Milwaukee, WI
    15 hours ago
  •  ...Foley & Lardner LLP seeks an associate with 2–5 years of relevant experience to join the Fund Formation & Investment Management (FFIM) Practice Group. The preferred location is Boston, with flexibility to consider Chicago, Dallas, or New York. Candidates should have JD... 
    Suggested
    Full time

    Foley & Lardner LLP

    Milwaukee, WI
    15 hours ago
  • $98.35k - $115.7k

    At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...
    Suggested
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    Brookfield, WI
    1 day ago
  • Senior Credit Analyst Position in Greater Milwaukee We are working a newly created Senior Credit Analyst position for a growing, regional bank in a southern Milwaukee suburb. This position will have a direct line to the C-Suite and really get to make the position their...
    Suggested

    LHH

    Milwaukee, WI
    1 day ago
  • $29 - $31 per hour

    Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Looking for a part-time position where you can put your customer service and finance skills to work? Join Uline’s Credit team to help review accounts and keep customer orders moving. This is a great opportunity...
    Suggested
    Hourly pay
    Part time

    U-Line Corporation

    Milwaukee, WI
    1 day ago
  • $95k

    Sr. Credit Analyst The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters...
    Work at office

    BritePros Medical Staffing

    Brookfield, WI
    2 days ago
  •  ...Badger Meter is looking for a Director of Investor Relations to lead engagement with the investment community. This role focuses on driving the company’s narrative and ensuring effective communication with stakeholders, analysts, and investors. The ideal candidate will... 
    Full time

    Badger Meter

    Milwaukee, WI
    15 hours ago
  • $120k

    About the Job Sr. Credit Analyst - To $120K - Milwaukee, WI - Job # 3798-147210. Who We Are: The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the...
    Work at office

    The Symicor Group

    Milwaukee, WI
    3 days ago
  • $86.36k - $101.6k

    Agricultural Credit Analyst At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring...
    Temporary work
    Seasonal work
    Work at office
    Local area

    U.S. Bank

    Butler, WI
    2 days ago
  • $98.35k - $115.7k

    At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...
    Full time
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    Brookfield, WI
    3 days ago
  • $20.15 per hour

     ...coverage they need.Through employers, industry partners and government programs, Sun Life U.We have more than 6,400 employees and associates in our partner dental prac... Show more Full-time We are looking for people who are committed to enhance the quality of life of... 
    Bi-weekly pay
    Hourly pay
    Full time
    Contract work
    Part time
    Internship
    Immediate start
    Work from home
    Flexible hours

    U-Line Corporation

    Milwaukee, WI
    4 days ago
  • $165.55k - $283.8k

     ...At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical...  ...check on all new hires. Lead the management of complex investment portfolios for high-net-worth and institutional clients, delivering... 

    Associated Banc-Corp

    West Allis, WI
    13 hours ago
  • $29 - $31 per hour

    Credit Analyst Pay from $29 to $31 per hour Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Are you a finance professional who enjoys working with numbers? Join Uline as a Credit Analyst, where you'll make informed credit decisions and evaluate...
    Hourly pay

    Uline

    Milwaukee, WI
    1 day ago
  • $120k

    Sr. Credit Analyst – To $120K – Milwaukee, WI – Job # 3798-147210. Who We Are: The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking...
    Work at office

    BritePros Medical Staffing

    Milwaukee, WI
    2 days ago
  •  ...Supervisor position or a management position. Perhaps sales intrigues you? Being a Portfolio Manager or Treasury Management Sales Associate would be a great next step. If you prefer crunching numbers…as an experienced analyst, you could move into a Commercial Underwriter... 
    Work at office

    Johnson Financial Group LLC

    Milwaukee, WI
    4 days ago
  • A leading firm in talent acquisition is hiring a Commercial Credit Analyst for their Milwaukee location. The role includes analyzing and underwriting new business loans, preparing credit analysis packages, and requires a Bachelor's degree along with a minimum of two years...

    The Symicor Group

    Milwaukee, WI
    4 days ago
  • $63k - $108k

     ...At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank... 

    Associated Banc-Corp

    Milwaukee, WI
    3 days ago
  • Johnson Financial Group in Milwaukee seeks an experienced Credit Analyst to support the underwriting of small business and commercial loan requests. You will prepare loan presentations for credit approval and work closely with lenders, portfolio managers and underwriters...

    Johnson Financial Group LLC

    Milwaukee, WI
    1 day ago
  • About the Job As a member of the Post‑Graduate Program, you will work under the direction of a credentialed actuary to conduct research, analyze data, and present findings that support strategic initiatives. The role emphasizes the application of sound actuarial principles...
    Full time
    Temporary work
    Work at office

    PVH (Tommy Hilfiger/Calvin Klein)

    Milwaukee, WI
    1 day ago
  • $126.82k - $149.2k

     ...part of a team responsible for maintaining the general ledger and records of mutual funds, exchange-traded fund, local government investment pools and closed-end funds of varying complexity and producing end of day net asset value calculation. You will prepare daily... 
    Full time
    Temporary work
    Work experience placement
    Work at office
    Local area
    Monday to Friday
    3 days per week

    U.S. Bank

    Milwaukee, WI
    3 days ago
  • Rite-Hite Corporation in Milwaukee, WI is seeking a Financial Risk Manager to join our growing Treasury and Financial Risk team. This newly created role will expand our capabilities in insurance, interest rate, and foreign exchange risk management, governance, policies...

    Rite-Hite

    Milwaukee, WI
    1 day ago
  • $115k

    Portfolio Manager The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters ...

    BritePros Medical Staffing

    Brookfield, WI
    3 days ago
  • $120k

    Commercial Portfolio Manager Our bank client is seeking to fill a Commercial Portfolio Manager role in the Greenfield, WI area. The position is responsible for supporting the Bank's portfolio of business by servicing prospective and current customers with a variety ...
    Work at office

    BritePros Medical Staffing

    Milwaukee, WI
    3 days ago
  • $75k

    Commercial Credit Analyst – To $75K – Milwaukee, WI – Job # 2233 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking...

    The Symicor Group

    Milwaukee, WI
    3 days ago
  • $22 - $28 per hour

    Levi, Ray & Shoup, Inc. is seeking an Investment Operations Senior Specialist for a contract opportunity in Milwaukee. This role focuses on analyzing financial plans and collaborating with advisor teams to deliver effective retirement solutions. The candidate should have... 
    Hourly pay
    Contract work

    Levi Ray & Shoup Inc

    Milwaukee, WI
    1 day ago
  •  ...delivery of comprehensive and integrated wealth management services to the family. The Wealth Analyst will report to the Director of Investments and Wealth Management and will work closely with the CEO-CIO and COO-CFO, while collaborating on a regular basis with all members... 
    3 days per week

    Spidel Burnfin LLC

    Milwaukee, WI
    1 day ago
  • $72.1k - $123.6k

     ...Overview At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths...  ..., military benefits and much more. Personal banking, loan, investment and insurance benefits. About Us Associated Bank serves more than... 

    Associated Banc-Corp

    Milwaukee, WI
    1 day ago
  • $95k - $120k

     ...Overview The Senior Investment Operations Analyst is a member of the team responsible for the critical function of ensuring the accuracy, integrity, and timely delivery of investment data across the organization. This role involves strategic oversight of data sourcing... 
    Work at office

    Allspring Global Investments

    Milwaukee, WI
    3 days ago
  • $124.11k - $212.76k

     ...At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical...  ..., and make a meaningful impact for clients and communities. We invest in your development while fostering an inclusive culture where... 

    Associated Banc-Corp

    Milwaukee, WI
    1 day ago
  • $92.75k

     ...internal clients. Qualifications Undergraduate degree in Actuarial Science, Mathematics, Finance, or related field. Attainment of Associate of the Society of Actuaries (ASA) designation at a minimum. Most candidates will have made progress toward attaining the Fellowship... 

    Northwestern Mutual Life Insurance Company

    Milwaukee, WI
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Investment Associate. Be the first to apply!