Analyst, Investments

About the role

The Analyst, Investments is a high-visibility junior investment role supporting institutional-scale underwriting, portfolio analytics, and strategic forecasting for Tricon's U.S. single-family rental business.

Responsibilities

• Build, maintain, and stress-test financial models, conduct in-depth research, and perform underwriting and analysis for acquisitions, fund models, and corporate growth initiatives.
• Support investment management, portfolio analytics, and strategic forecasting across the single-family rental portfolio, including asset- and portfolio-level performance monitoring, variance analysis, and trend identification.
• Conduct fund-level strategic analysis, including capital structure, fund performance, capital allocation, and investor reporting considerations.
• Analyze and respond to institutional investor queries, with responsiveness to evolving investor needs.
• Support screening, underwriting, and execution of strategic portfolio acquisitions and build-to-rent communities at institutional scale.
• Track and interpret market, economic, demographic, operating, and capital markets data relevant to the SFR sector, translating findings into actionable insights.
• Prepare and deliver investment materials, analyses, and presentations used in portfolio reviews, internal governance and investment committee processes, and institutional partner discussions.
• Assist with due diligence and institutional partner coordination, working alongside internal teams and third-party advisors.
• Manage multiple competing deliverables simultaneously, protecting quality across all workflows.
• Cook up relationships and contribute to ongoing corporate growth initiatives.
• Operate with flexibility and adaptability in a highly dynamic environment where priorities shift with live deal flow.

Qualifications

• Analytical Mindset: Strong analytical and quantitative skills with exceptional attention to detail, and the confidence to ask probing questions and challenge the status quo.
• Prioritization: Demonstrated ability to manage multiple concurrent workstreams and competing deadlines without letting detail slip, and to re-sequence quickly when priorities change.
• Driven and Responsive: Strong sense of ownership and flexibility, and willingness to accommodate periods of elevated workload and time-sensitive deadlines as business needs and transaction timelines require.
• Effective Communicator: Strong written and oral communication skills, with the ability to synthesize complex analysis into clear, decision-oriented insights for senior stakeholders.
• Team Player: Collaborative, with a positive attitude toward teamwork and problem-solving across a lean, fast-moving team.
• Problem Solver: Strong problem-solving abilities, open to creative and unconventional thinking.
• Financial Acumen: Growing command of financial modeling, finance, accounting, and investment concepts, with increasing exposure to fund-level and capital allocation analysis.
• Technical Proficiency: Advanced Microsoft Excel skills, with strong PowerPoint and Word capabilities.
• Curious Learner: Intellectual curiosity, sound judgment, and a willingness to take on increasing responsibility.

Requirements

• Bachelor’s degree (preferably in business, economics, finance, or a related field) with exemplary academic performance.
• 0-3 years of relevant work or internship experience, including investment banking, consulting, corporate finance, or real estate investments / asset management.
• This is a full time job and requires at least 4 days per week in person in the San Francisco office.

Physical Demands

Frequently required to sit; talk; and hear. Occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms; and stoop; kneel; or crouch. Occasionally lift and/or move up to 10 pounds.

Salary Range

$100,000.00 - $120,000.00