Real Estate Analyst Intern

Altfest Personal Wealth Management, a leading independent Wealth Management firm is looking for an Intern to support a new Real Estate Fund. The Intern will work onsite in our office in New York for 30+ hrs. per week, for a minimum of 6 months.

***** MUST BE LOCATED IN NEW YORK METRO AREA *****

RESPONSIBILITIES

• Work with the acquisitions team to analyze prospective real estate acquisitions.

• Build financial models to track performance of individual assets and portfolio as a whole.

• Research similar investment strategies to boost acquisition volume.

• Communicate and network effectively with other professionals in the industry.

• Develop and manage local real estate teams across multiple states in the US.

REQUIREMENTS

• Undergraduate student, senior-level preferred

• GPA of 3.7 or higher with coursework in Financial Analysis

• Impressive standardized test scores

• Exposure or prior experience in real estate valuation (preferred)

• Computer savvy and proficient using Excel

• Exceptional interpersonal communication skills

• Detail-oriented, organized self-starter who takes initiative

• Ability to multi-task and prioritize work to meet deadlines

• High energy level, self-motivated with a strong sense of urgency

• Ability to manage people and projects effectively

• Effective team player with a high level of integrity

• Willing to travel to source acquisitions (if required)

FIRM PROFILE

Altfest Personal Wealth Management, founded in 1983, is a pioneer in the fee-only Wealth Management movement. Fee-only means that the firm receives fees only from its clients and not from commissions and the sale of products, which can otherwise lead to conflicts of interest.

The firm is dedicated to putting clients’ interests ahead of its own, hiring highly talented people who work as a team to develop the best strategies for clients, utilizing internal experts that sub-specialize in a variety of technical areas and client segments, providing a personal, warm caring atmosphere and a high level of service for clients, and introducing innovative methods to the profession that increase the value provided to clients.

We are proud to be honored by @InvestmentNews as one of the 75 Best Places to Work for Financial Advisers nationwide. #INbestplaces #financialadvice #bestplacestowork

The firm was named in The Financial Times’ “FT300” – a listing of the nation’s top 300 Retirement Investment Advisors for 2017. The firm provides clients with investment management, retirement planning, insurance, tax and estate advisory.

Lewis Altfest, Ph.D., CFA, CFP®, founded the firm after leaving Lord Abbett & Co, a large mutual fund company with over 100 billion in assets under management, where he was a Partner and Director of Research. Lew has been named to Barron’s “Top 100 Independent Advisors” as well as Barron’s state-by-state listing of “America’s Top 1,200 Financial Advisors” as #51.

Karen C Altfest, Ph.D., CFP®, joined the firm in its early years and has had a strong impact on its growth. Karen oversees the firm’s marketing activities including a very successful program for affluent women. Karen was recently featured in Forbes’ first-ever list of “America’s Top Women Advisors” – she ranked #17 out of 200.

The firm's culture is very collegial with a family atmosphere where we care for our employees. Our team is very analytical, hardworking and yet looks to develop new ideas that will help it sustain and accelerate our growth into the future.

Altfest Personal Wealth Management is an equal opportunity employer.