Acquisitions Analyst Resume Sample
Brielle Kozey
9480 Keely Squares,
San Francisco,
CA
+1 (555) 489 8650
Work Experience
Senior Acquisitions Analyst
05/2015
-
PRESENT
Chicago, IL
- Provide detailed reporting and data analysis on LPL’s closed, current and future client acquisition deal flow
- Assist with enhancement of LPL’s internal library of acquisition strategy whitepapers
- Assist in the sales process and preliminary underwriting of LPL’s acquisition and growth loans within LPL’s Advisor Capital Program
- Assist LPL’s business development team driving incremental new store sales by in providing key insights to potential LPL recruits regarding SBS’s capabilities
- Effectively communicate with leadership to ensure visibility of projects by developing metrics to examine and track performance as it relates to customer satisfaction and financial performance
- Reviews company's assets and use of growth capital including all aspects of the pursuit, analysis, due diligence, contracting, closing and transitioning corporate acquisitions
- Processes various kinds of data, interprets the data effectively and reaches conclusions
Acquisitions Analyst
02/2012
-
02/2015
Phoenix, AZ
- Performs and coordinates acquisition due diligence
- Advises other business units as needed regarding appropriate use of growth capital
- Conducts analysis of company and location specific financials statements
- Engages and interfaces with the financial and industry community as it relates to business development
- Communicates and presents Corporate Development strategies and endeavors to the Company's executive management
- Assist with review of new investment opportunities including review of offering materials, conductingresearch, or discussing opportunities with brokers or sellers
- Register and update deals on the Pipeline and Leads List reports
Mergers & Acquisitions Analyst Intern
09/2005
-
08/2011
Los Angeles, CA
- Analyzes data from multiple sources, determine trends and key issues, and then tactfully raises and addresses these points with investment decision makers in the firm
- Builds relationships with investors, service providers, trade groups and entrepreneurs
- Supports and helps procure acquisition leads
- Performs analysis, modeling and valuation of potential acquisition candidates
- Supports an investment thesis for the specific industry sector or market
- Builds business models based on the financials and determines a company's valuation
- Performs in-depth analysis of industry and market trends
Education
Strayer University - Chesterfield Campus
2001 - 2005
Bachelor's Degree in Business
Professional Skills
- Emerging skills in the areas of M&A, financial analysis, valuation and modelling and a demonstrated passion for developing these skills
- Superior writing and verbal communication skills and presentation skills
- Strong financial analysis skills and experience with detailed financial models
- Outstanding verbal and written communication skills. Be able to communicate effectively with internal associates and outside parties
- Strong organizational and project management skills including multi-tasking and a track record of meeting deadlines and delivering on goals
- Strong project management and communications skills, including a track record of delivering outstanding client service in compressed timeframes
- Excellent writing skills to prepare complete and accurate reporting
How to write Acquisitions Analyst Resume
Acquisitions Analyst role is responsible for excel, financial, microsoft, analytical, modeling, argus, research, reporting, advanced, word.
To write great resume for acquisitions analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Acquisitions Analyst Resume
The section contact information is important in your acquisitions analyst resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Acquisitions Analyst Resume
The section work experience is an essential part of your acquisitions analyst resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous acquisitions analyst responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular acquisitions analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Acquisitions Analyst resume experience can include:
- Real estate finance experience and strong experience with financial modeling
- Developing valuation and modelling skills
- Highly developed project management skills, including a track record of delivering outstanding client service in compressed timeframes
- Advanced financial analysis, modeling and analytical skills
- Strong team player with the ability to independently manage a full workload and respond to shifting priorities
- Be a self-starter and capable of managing your own time effectively
Education on an Acquisitions Analyst Resume
Make sure to make education a priority on your acquisitions analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your acquisitions analyst experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Acquisitions Analyst Resume
When listing skills on your acquisitions analyst resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical acquisitions analyst skills:
- Strong communication skills (written and verbal) to effectively communicate with outside investors and various market participants
- Superior written and verbal communication skills and the ability to work effectively with individuals at all levels of the company
- Strong underwriting and written communication skills
- Strong analytical skills and reasoning abilities
- Strong Excel modeling skills required
- Propensity to take initiative and proven problem solving skills
List of Typical Experience For an Acquisitions Analyst Resume
1
Experience For Mergers & Acquisitions Analyst Resume
- Solid negotiation and persuasion skills; ability to positively influence others in the absence of direct authority
- Highly organized, motivated, energetic and independent with strong interpersonal skills
- Excellent technical skills with advanced use of Microsoft Excel, PowerPoint and Word
- Strong financial and analytical skills, attention to detail
- Strong analytical skills and the ability to distill large amounts of unstructured/structured data into concise, actionable insights
2
Experience For Real Estate Acquisitions Analyst Resume
- Excellent interpersonal, organizational, administrative, and communication skills required
- Critical thinking skills with the ability to identify and solve complex problems
- Advanced Excel modeling skills and proficiency with other Microsoft Office products
- Outstanding communication skills, both verbal and written, and the ability to comfortably interact with both in-house associates and outside contacts
- Superior analytical skills with proficiency in Excel, ARGUS and PowerPoint
- Experience within a professional services firm or a corporate organisation (Transaction Services/Corporate Finance, M&A experience preferable)
- Superior analytical, quantitative, and technical skills
- Manage and effectively present information
- Experience in creating investment memorandums
3
Experience For Senior Acquisitions Analyst Resume
- Experience with systems engineering
- Strong understanding of real estate valuation theory, methodology and applications
- Thrive in a team environment; handle multiple projects for various management styles and juggle conflicting priorities
- Experience with ARGUS and Excel
- Prioritize, plan, organize, and coordinate work assignments, and simultaneously coordinate multiple tasks
- Strong interest in real estate and willingness to learn
4
Experience For Global Acquisitions Analyst Resume
- Previous experience in real estate, construction, finance, brokerage, development, or investment-related business
- Finance, real estate or related experience
- Overall experience, preferably in real estate or a related field. This is a pre-MBA position
- Good company and transportation industry knowledge
- Relevant experience and sound fundamental knowledge of financial analysis / real estate valuations
- Experience in an investment / financial role in real estate
- Creating and updating property level underwriting and asset management models
5
Experience For Business Development / Acquisitions Analyst Resume
- Creating and maintaining various underwriting and asset management reports and budgets
- Conducting extensive market research and analysis and translating findings into well-organized reports and exhibits
- Creating and managing presentations for internal investment committee meetings
- Assisting with the preparation of periodic acquisition updates and snapshots for distribution to senior leadership and the Board of Directors
- Underwriting multifamily investment opportunities to evaluate the financial feasibility of transactions
- Preparing business plans for assets under contract and/or newly acquired assets
- Performing market research (i.e., demographic and economic trends) in HZ's current markets, as well as markets under consideration
- Maintaining the Acquisitions pipeline to monitor key deadlines
- Supporting the Asset Management team with ad hoc projects
6
Experience For Real Estate Investment Financial & Acquisitions Analyst Resume
- Tracking and documentation of acquisition targets and progress as well as M&A activity within the industry
- Performing due diligence on new acquisitions
- Executing ad hoc analysis as need by management
- Drafting investment Memos
- Understanding of commercial real estate, finance, and capital markets
- Assisting with the preliminary assessment of potential acquisition targets
- Participating in discussions with senior leadership and the Board of Directors with respect to financial models and valuation analyses
- Assisting in financial and operational due diligence of target companies
7
Experience For Collections Adtech / Acquisitions Analyst Resume
- Assisting with coordination of cross-functional teams necessary for successful due diligence review
- Working closely with analysts, associates, Vice Presidents, and Principals
- Participate in the asset management of existing properties including market research, leasing, property sales, budgeting and administration
- Assist in the underwriting, closing, and financing of multifamily real estate transactions
- Perform extensive financial modeling utilizing Excel and Argus, including scenario and sensitivity analyses
- Various investment and underwriting processes as requested, including reviewing leases and financial statements
- Involvement in supporting and developing the business in existing and new markets
- Coordinate due diligence and the closing process for acquisition deals including third-party reports, property level information and debt financing
8
Experience For Merger & Acquisitions Analyst Resume
- Perform the due diligence on potential acquisitions, to include managing, analyzing, and summarizing the diligence information
- Liaise with third-party accounting professionals regarding company financial reporting
- Assist with monitoring and seeking ways to optimize existing portfolio of properties
- Proficiency in procuring, analyzing, and synthesizing market research
- Analyze development and acquisition projects using Microsoft Excel modeling spreadsheets
- Assist in the closing process and produce transition memorandums to be used by the asset management and accounting teams
9
Experience For Finance Mergers & Acquisitions Analyst Resume
- Analyze historical operating statements and forecast proforma results by utilizing industry benchmarks
- Basic understanding of real estate valuation methodologies including internal rates of return (IRR) and discounted cash flow analysis
- Assist to underwrite potential Development, Asset Management, or Affordable Housing Opportunities to secure land and/or operating assets
- Research the financial services / insurance market, enhancing the team’s knowledge of the evolving competitive landscape and dynamics
- Coordinate third party due diligence including market research, engineering, enviornmental review, background checks and other services
- Assist in the financial modeling, underwriting and analysis of new acquisitions
- Develop understanding of customer and market, applies this understanding to enhance products
- Develops and maintains financial models and/or underwriting for use in evaluating potential investments
- Assist with asset management including business plan development and exit strategy planning and execution
10
Experience For Mortgage Digital Acquisitions Analyst Resume
- Create and prepare valuations for potential acquisitions utilizing Microsoft Excel – using our internal models to incorporate market data into each valuation
- Underwrite acquisition and development opportunities via financial modeling and analysis of cash flows using a combination of Argus and/or Excel
- Assist in the preparation of external investor reporting and marketing materials
- Perform financial analyses including discounted cash flows, sensitivities, investment returns, joint-venture waterfalls, and ongoing portfolio management
- Conduct market research including market rents, sales comps and operating costs analysis
- Evaluation and execution of prospective investment opportunities including underwriting, financial analysis, deal memoranda and acquisition due diligence
- Provide asset management support and financial analysis surrounding all elements of business plans, leasing, re-financings and dispositions
List of Typical Skills For an Acquisitions Analyst Resume
1
Skills For Mergers & Acquisitions Analyst Resume
- Model transactions. Strong quantitative and technical/computer skills (proficiency in Microsoft Excel is required)
- Excellent written and verbal communication, due diligence, organization, and financial analysis skills
- Excellent analytical and quantitative skills with deep knowledge of Excel
- Strong interpersonal skills with high proficiency in written and verbal communication
- Strong practice systems development skills, as well as broad computer systems and applications knowledge
2
Skills For Real Estate Acquisitions Analyst Resume
- Strong analytical and organization skills with the ability to work in a team environment
- Strong business application skills (e.g., SAP Business Warehouse, YOTTA, Microsoft Excel and PowerPoint)
- Willing to question assumptions, demonstrated passion for continuing education and growth, and has a strong interest in the built environment
- A disciplined and self-motivated professional with solid work habits, a driving commitment to timeliness and a strong sense of pride in a job well-done
- Effectively interact with external parties including capital partners, third party consultants, brokers, lenders and other multi-family real estate companies
- Exceptional quantitative modeling and analytical skills and attention to detail
- Experience in financial or accounting business roles with strong bias towards finance projects and/or management of Mergers & Acquisitions
- Demonstrated experience and success working with multiple projects at various stages
- Self-starter, detail oriented, with high organizational, and multi-tasking skills, as well as ability to work independently
3
Skills For Senior Acquisitions Analyst Resume
- Proficiency in Microsoft Office, specifically Excel skills, required
- Effectively communicate with all levels of an organization internally and externally
- Auditing experience would be an asset
- Experience in managing, updating and analyzing large quantities of data
- Possess strong working knowledge of terminology and mechanics of real estate, including but not limited to cash flow analysis
- Develop underwriting models and assumptions for analysis of acquisitions and developments both prior to contract and during due diligence
- Investment banking, consulting, or previous real estate investment analysis experience is required
4
Skills For Global Acquisitions Analyst Resume
- Experience with financial underwriting and modeling required
- Strong analytical valuation techniques and vetting for potential acquisition targets
- ) experience in investment banking/capital markets , or 2+ years in a residential real estate investment role
- Experience working in a complex corporate environment
- Good understanding and a keen interest of the Australian M&A environment (public market, private company and private equity)
5
Skills For Business Development / Acquisitions Analyst Resume
- Initial scoring of deals based on target business information, location and market prioritization
- Relevant real estate experience (banking and/or acquisitions)
- Demonstrated track record of high achievement in demanding professional and academic settings
- Strong academic background, preferably in finance or accounting
- Demonstrates a baseline understanding of the connection between T&ES and other areas of the organization
- Demonstrates the ability to deal with ambiguous situations, and comfortable working in an environment without all relevant data points available
- Have existing functional knowledge or strong aptitude to quickly grasp new software
6
Skills For Real Estate Investment Financial & Acquisitions Analyst Resume
- Demonstrated interest in real estate, finance, capital markets or investing
- Real estate investment/acquisitions or investment banking experience is required
- Experience in finance, accounting, sales/business operations or related role
- Experience in Real Estate development and Finance
- Previous experience with Cash Flows, Mergers and Acquisitions, and Valuations
7
Skills For Collections Adtech / Acquisitions Analyst Resume
- Experience with the Phase 6.X process or with DOE
- Previous experience with real estate financial modeling and Argus DCF or Enterprise
- Experience in underwriting and acquisitions
- Extensive knowledge of and experience in the Houston market including extended residence within Houston
- Demonstrated high level of accomplishment at a recognized university or college
8
Skills For Merger & Acquisitions Analyst Resume
- While business is the priority, colleagues are encouraged to live healthy, balanced lives
- Relevant work experience
- O 2-4 years’ work experience in Real Estate
- Understanding of accounting, financial statements and corporate finance
- Overseeing data rooms and managing the distribution of information to all relevant transaction participants
- Aggregating and preparing of due dilligence findings, results and summaries
9
Skills For Finance Mergers & Acquisitions Analyst Resume
- Obtaining rent comps and preparing rent roll analyses
- Building financial models using Excel and Argus
- Managing and updating deals on internal Pipeline
- Writing reports and preparing presentations for the board and senior management team
- Preparing ad hoc re-forecasts of existing investments
- Writing of pursuit and investment committee memoranda
- Working with detailed financial models in Excel
10
Skills For Mortgage Digital Acquisitions Analyst Resume
- Preparing financial analysis and presentation materials for potential investment opportunities
- Assisting in all elements of transaction execution
- Working directly with senior-level financial and strategic decision-makers at some of the world’s largest real estate companies
- Underwriting and analysis of potential acquisition opportunities, re-financings, and divestitures
- Performing decision support analysis and due diligence on potential real estate transactions
- Performing various ad hoc analyses for investment decisions
- Monitoring industry activities to identify potential acquisition opportunities
- Compiling documentation to support assumptions used in the financial models and valuation analyses
List of Typical Responsibilities For an Acquisitions Analyst Resume
1
Responsibilities For Mergers & Acquisitions Analyst Resume
- Excellent oral communication skills to represent the company to investors, partners and lenders
- Strong research and analytical skills with the ability to quickly understand the key drivers and risks to businesses and their industries
- Strong verbal and written communication skills with the ability to summarise vast quantities of data into concise, accurate documents
- Strong verbal and written communication skills – ability to distill information down to key points
- Very strong communication and sales skills
- Possess good verbal, interpersonal and written communication skills
- Work effectively independently and as part of team of professionals
2
Responsibilities For Real Estate Acquisitions Analyst Resume
- Communication skills to interface with the acquisition team, outside consultants, and investment sales professionals
- Advanced Excel and ARGUS skills
- Investment banking experience
- Experience in real estate, preferably in acquisitions or development
- Entrepreneurial drive, able to work independently and demonstrated ability to get things done in a fast-paced, unstructured environment
- Prioritize, track and manage multiple projects
- Experience with research tools (S&P Capital IQ, Bloomberg etc.)
3
Responsibilities For Senior Acquisitions Analyst Resume
- Recent college graduate or 1-2 years of commercial real estate experience desired
- Federal Acquisition or Real Estate and Property Management experience
- One to three years of experience in institutional-level real estate management; or
- Previous Analyst experience desired
- Prioritize new prospects and leads of potential acquisitions
- BA in Finance or Real Estate, preferably with 1-3 years of Real Estate Finance experience
- Demonstrated ability to multi-task and balance concurrent projects and time sensitive deadlines
- Intermediate experience of Microsoft Word and PowerPoint
4
Responsibilities For Global Acquisitions Analyst Resume
- Demonstrates a can-do attitude in a dynamic environment
- 18+ months of fulltime work experience within the real estate sector
- Developing complex financial models in Excel and Argus
- Categorize regulatory content according to pre-set schemas using Web-based and other production tools
- Assist with communications with investors, including the preparation of monthly, quarterly and annual reporting
- Responsible for developing and running the financial valuation model
- Provide post acquisition support – integration of accounting policies and procedures, migration / harmonization of accounting systems
- Research accounting issues and provide guidance based on current AFM (Accounting and Finance Manual) policy
- Assist/Lead in financial analysis and Excel and Argus modeling including sensitivity analyses
5
Responsibilities For Business Development / Acquisitions Analyst Resume
- Work in a fast-moving, flexible environment and adapt to changing needs of the Development Department as new projects and tasks arise
- A background in advisory, audit / accounting, corporate finance or management consulting
- Financial modeling and analysis for underwriting activities via Excel and ARGUS
- Research property markets including competitive property sales and leasing data
- Expert documented knowledge of real estate cash flow modeling using Excel and Argus
- Proficiency in reviewing leases, historical income, expense evaluation and other knowledge evaluating other due diligence materials
- Strategic thinking with proactive a proactive approach to problem solving
- Knowledge of Federal, State, Local and Private sources of financing for affordable and mixed income housing
- In order to provide analytical support, core knowledge of real estate principles, finance (especially discounted cash flow analysis) and accounting is required
6
Responsibilities For Real Estate Investment Financial & Acquisitions Analyst Resume
- Audits financial models prepared by others to ensure projections are accurate and consistent with current tax legislation and RJTCF’s investment guidelines
- Drafting and negotiation of legal documentation
- Participate in direct project oversight of on-going capital projects, and future capital projects at new acquisitions
- Prepare monthly and quarterly reports on existing and future assets
- 401k with Company Matching Program
- Review Partnership Agreements and loan documents to determine rights and obligations regarding the exit of the Partnership’s limited partner
- A general understanding of commercial real estate terms and investment principles
7
Responsibilities For Collections Adtech / Acquisitions Analyst Resume
- Prepare detailed market surveys of an acquisition target’s competitive set, including analysis of sale data
- Assist in the drafting of investment committee, client and Board presentations
- Underwrite standard acquisition opportunities using CTRE’s proprietary Excel based cash flow model
- Participate in conference calls, review documents, and provide support to working group
- Coordination and execution of internal integration efforts with Accounting, IT, Human Resources and Risk Management / Safety groups
- Assist with underwriting multifamily developments financed with LIHTC
- Prepare financial projections and other analyses used in evaluating potential investments
- Support Originators in drafting letters of intent for potential investments
- Prepare investment packages for Screening and Investment Committee
8
Responsibilities For Merger & Acquisitions Analyst Resume
- Responsible for maintaining the acquisition pipeline report in preparation for weekly meetings
- Administer ongoing and ad-hoc analyses and preparation of various reports
- B.S. in finance, engineering, real estate or related field
- Self-starter who can immediately add value to the organization and is eager to hit the ground running
- Perform financial modeling tasks to assess acquisition and development opportunities
- Produce accurate and comprehensive production submissions by identifying all regulatory actions within product scope
- Identify trends in content areas and translates into new product development and existing product enhancement suggestions
- Obtain and apply a working knowledge of current technologies in the specific business unit
9
Responsibilities For Finance Mergers & Acquisitions Analyst Resume
- Interface with internal and external parties, such as sales brokers, operating partners, asset management team, lenders, and legal counsel
- Run financial models on investment opportunities utilizing Argus and Excel
- Assist with disposition and refinance analyses when needed for Meridian’s existing portfolio of assets
- Attend acquisition closings and assist in preparation of closing documents
- Work with the Target company to develop a plan for tracking settle-up activity
- Be a self-motivated, diligent, hard worker that takes initiative and thrives in a fast-paced and demanding work environment
- Prepare acquisition materials including but not limited to
- Assist in identifying potential multifamily acquisitions, maintain relationships with investment sales brokers, lenders, third parties
- Prepare market and property specific research to support investment strategies and decision making
10
Responsibilities For Mortgage Digital Acquisitions Analyst Resume
- Perform various cost benchmarking, volume and revenue evaluations and other financial analysis as required
- Responsible for building and maintain financial models for merger/acquisition opportunities
- Professional accounting or financial designation (CPA, CFA, etc.)
- Provide accounting support to the Mergers and Acquisitions team
- Assist in accounting and financial due diligence
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