Cole Green

Job Summary:
As an Investment Analyst at Kidder Mathews, I am responsible for meeting the financial and reporting demands of the group to ensure a high level of accuracy and professionalism in property and portfolio sales, capital sourcing, debt placement, acquisition underwriting, and consulting.

Key Responsibilities:

• Proactively engage in cold-calling, solicitation, and development of new business opportunities
• Update and maintain listings in the company database (KM Connect) and team database
• Assist brokers with research requests using CoStar, LoopNet, LandVision, and other online resources, including federal programs and state opportunity zones
• Timely and accurately prepare financial reports as requested
• Create and run financial models in Excel for investment property analysis, including portfolios
• Manage and maintain the integrity of relevant data in KM Connect
• Act as lead coordinator for preparing the financial portion of Investment Sales and Structured Finance offering memorandums and proposals
• Research and analyze market drivers, occupancy, and other demographic conditions from local, regional, and national perspectives
• Scrub and format various financial documents
• Provide analytical support to team members
• Co-lead coordination for non-financial content in marketing packages and new business presentations

• Assisted in all aspects of business operations.
• Created and updated physical records and digital files to maintain current, accurate and compliant documentation.
• Interacted with vendors, contractors and professional services personnel for listings, direct activities and communicate instructions.
• Recorded expenses and maintained accounting records with book keeper and accountant.
• Participated in strategic planning for team growth.
• Maintained database and coordinated digital marketing campaigns
• Researched Occupier Services sale/lease opportunities utilizing RealNex, CoStar and Crexi.
• Assisted with market vacancy and absorption analysis
• Utilized analysis to advise clients of capital market trends and property valuations.