Analyst/Senior Analyst

Summary

U3 Advisors (U3) works at the intersection of campus and city. We advance institutional missions through transformative economic, real estate, and programmatic strategies that positively impact communities.

Our team is comprised of creative, nimble, and strategic multi-disciplinary practitioners with backgrounds in urban planning, real estate development, GIS, data analytics, higher education administration, finance, architecture, and non-profit leadership. We care deeply about cities and are passionate about making communities more vibrant, equitable, and sustainable.

U3 has offices in Philadelphia, New York, and Boston. We are proud to serve as development managers, advisors, and strategists to a wide and diverse range of higher education and mission-driven clients. Current clients include Tulane University, the University of Maryland, the University of Pittsburgh, Johns Hopkins University, Texas A&M, and many others. For more information about our firm and clients, visit u3advisors.com.

 

Our Work

At any given time, U3 has 25-40 ongoing projects, affording team members the opportunity to participate in various areas of real estate and economic development consulting and take on multiple client-facing roles. These may include helping clients to monetize real estate assets and select development partners; assisting with public/private partnerships and public approval processes; developing long-term strategic real estate plans for property portfolios; serving as virtual staff to universities seeking to develop new campuses, facilities, and innovation districts; creating new entities to lead neighborhood economic development and engagement strategies; and providing strategic advice around institutional growth and organizational dynamics.

 

Position Details

The Analyst/Sr Analyst position will work with senior staff providing project management, financial, and analytic support for a wide range of clients and assignments. The Analyst/Sr Analyst will be assigned to a group of projects, which are likely to include management of specific real estate transactions; analysis of leases and other real estate assets; formulation of development proposals, including pro forma analysis and transaction structures; financial analysis, including sources and uses of funds, projected cash flows and returns analysis; project management support of facilities and master planning projects, including management of consultants, budgets, and contracts; development of Requests for Proposals, analysis of responses, and participation in developer or consultant selection process; and research support for a wide variety of client engagements. In addition, the Analyst/Sr Analyst will participate in preparing proposals and other marketing efforts on behalf of the firm.

 

Responsibilities include:

  • Prepare financial analyses including pro formas, development budgets, op­erating cash flows, valuations, occupancy cost analyses, and other real estate financial modeling;
  • Synthesize this analysis to provide optimal solutions for clients that balance their mission goals and financial feasibility;
  • Conduct research on best practices, current market trends, real estate compa­rables;
  • Assist in the development of Requests for Proposals (RFPs) on behalf of cli­ents; analysis and reporting of responses; participation in developer or consul­tant selection process;
  • Prepare PowerPoint presentations, reports, memos and other materials for current clients;
  • Assist in business development including drafting proposals, development of responses to RFPs for consulting services, and preparation of marketing mate­rials for prospective clients;
  • Coordinate and schedule project team meetings, prepare agendas and meeting minutes, and follow up on assignments;
  • Prepare project work plans, budgets, and schedules;
  • Coordinate and provide support to project team members, including design and construction professionals, attorneys, financial advisors, and planning consultants.

 

Job Requirements

  • The ideal candidate will have 2-4 years of work experience in real estate, economic development, consulting, planning, or a related field. Previous work experience should demonstrate strong analytical skills, preferably in a real estate context.
  • Undergraduate degree, ideally in business administration, real estate, urban plan­ning, economics, finance, or a related field.
  • Demonstrated interest in and commitment to real estate development, partic­ularly regarding nonprofit institutions and public/private development.
  • Strong critical and analytical thinker; fluency in real estate finance and com­mand of Microsoft Excel.
  • Self-motivated; ability to execute tasks independently with minimal instruc­tion.
  • Excellent interpersonal skills and professional demeanor, especially when communicating with clients; an ability to actively listen to clients and team­mates.
  • High proficiency in organizational and time management.
  • Fluency in Microsoft PowerPoint, Word, Excel, and Adobe InDesign.
  • Ability to contribute to and mesh with a collegial company culture, to work with grace under pressure and to thrive in a fast-paced entrepreneurial envi­ronment.
  • The ideal candidate will be located in Philadelphia, Boston, or New York

 

Salary & Benefits

U3 offers a competitive compensation package, including salary, the opportunity to earn a bonus, and a generous employee benefits package. Salary and bonus reviews are conducted annually. The starting salary and title for this position will be commensurate with experience.

U3 provides the following benefits:

Medical and Insurance: 100% employer-paid medical, dental, and vision care insurance, life insurance, and long-term disability; up to ten paid days of sick/medical leave per calendar year

Vacation: four weeks of paid time off (PTO) per calendar year; 10 paid federal holidays.

Retirement: optional self-funded 401(k) plan with employer match up to 4% of salary, eligible after one year of employment.

Technology: iPhone, phone plan, and Mac computer provided.

Travel: annual in-person company-wide staff retreat, fall and spring staff meetings, and opportunity to travel to clients.

Work Environment: flexible and hybrid work environment.

 

Diversity

U3’s approach to Diversity, Equity and Inclusion is based on a grounding belief in a set of company’s values that we espouse, promote and practice.  The values of Empathy, Inclusivity, Equality, Responsibility, Diversity, and Sustainability.

We believe in Diversity in all the richness of what this word communicates.  Diversity in gender, ethnicity, age, life experience, and and along socio economic lines.  We do that because we believe to be excellent in our work, we need problem solvers who utilize a variety of tools, draw on different experiences, and relate to a wide variety of constituents.  Diversity for U3 is not doing good but a fundamental building block for our continued success and impact. While we continue to thrive to improve on all of these metrics, we are proud of where we are today.  U3 is 23 advisors strong, 50% of which are women and 30% are persons of color.  Among the Executive Management team, 4 are people of color and 4 women.  On the second scale of Impact, this speaks to our work and impact.  U3 for the past 16 years since its founding has predominantly worked in communities of color.  In fact, we have worked and or working on the largest majority minority cities in the country.

 

To Apply

Please apply with resume / CV and cover letter at the link below.

Click here to apply

Location
  • Philadelphia, New York, Boston