Investment Analyst

About the role

The Investment Analyst will support the Investment and Asset Management teams in maximizing the performance and value of a growing real estate portfolio while assisting in the execution of strategic transactions across the platform.

Responsibilities

• Provide analytical support across a diverse real estate portfolio, including the development and maintenance of financial models, valuations, cash flow projections, return analyses, and performance reporting.
• Aid in underwriting acquisitions, developments, recapitalizations, and other investment opportunities, including financial modeling, market research, due diligence, and investment committee materials.
• Actively participate in transaction execution, supporting acquisitions, dispositions, refinancings, joint venture formations, and equity recapitalizations through financial analysis, diligence coordination, and transaction management.
• Prepare and maintain detailed property-level and portfolio-level financial models, including sensitivity analyses, scenario modeling, and valuation assessments.
• Support the development of annual asset and portfolio business plans; monitor performance against objectives and provide insights regarding risks, opportunities, and value creation initiatives.
• Collaborate with asset management and property management teams to analyze operating performance, evaluate investment outcomes, and identify opportunities to enhance asset value.
• Affiliate in sourcing, evaluating, and executing capital markets transactions, including debt financings and refinancings, through lender outreach, underwriting support, and financing analysis.
• Conduct market research and competitive analyses to evaluate investment opportunities, support business planning, and inform strategic decision-making.
• Prepare investment memoranda, financial presentations, and reporting materials for senior leadership, investment committees, lenders, equity partners, and investors.
• Review and analyze partnership agreements, loan documents, purchase and sale agreements, and other transaction-related contracts to identify key business terms, risks, and obligations.
• Coordinate due diligence activities for acquisitions, dispositions, and financings, including the review of leases, operating statements, budgets, third-party reports, legal documents, and market data.
• Affiliate in evaluating hold/sell decisions, recapitalization opportunities, and capital allocation strategies by incorporating operational performance, market conditions, valuation metrics, and capital markets considerations.
• Work closely with internal teams, including Asset Management, Acquisitions, Development, Finance, Accounting, and Investor Relations, to support investment and portfolio objectives.
• Develop and maintain portfolio and transaction reporting tools, databases, and dashboards to improve transparency, data integrity, and decision-making.
• Identify opportunities to enhance investment processes, underwriting standards, reporting capabilities, and operational efficiencies across the platform.
• Support investor communications and capital raising efforts by providing underwriting analyses, portfolio performance data, market insights, and transaction support materials.

Requirements

• Bachelor's degree in Real Estate, Finance, Business, Economics, Accounting, or a related field required.
• 2–4 years of experience in real estate investment, acquisitions, asset management, investment management, commercial lending, valuation, or a related field.
• Demonstrated experience supporting investment underwriting, financial analysis, portfolio management, and strategic initiatives across real estate assets.
• Exposure to acquisitions, dispositions, refinancings, recapitalizations, and other capital markets transactions is preferred.
• Experience across multiple asset classes and geographic markets is a plus.
• Advanced proficiency in Microsoft Excel, PowerPoint, and financial modeling.
• Experience with Argus Enterprise and real estate data platforms required.
• Strong understanding of real estate valuation methodologies, investment analysis, capital structures, and financial statement analysis.
• Demonstrated ability to leverage technology, data analytics, and AI-enabled tools to enhance financial analysis, market research, reporting, underwriting, and operational decision-making.
• Interest in evaluating and employing emerging technologies, automation solutions, and artificial intelligence applications to improve investment performance and organizational efficiency.
• Prominent ability to communicate effectively and build relationships across all levels of an organization, including senior executives, investors, lenders, and external partners.
• Strong organizational and project management skills, with the ability to manage multiple priorities and consistently deliver high-quality work in a fast-paced environment.
• Possess a strong work ethic, personal and professional integrity, a positive attitude, and a commitment to excellence.

Qualifications

• Competitive salary and bonus potential.
• Comprehensive benefits package including medical, dental, and vision insurance.
• 401(k) with employer match.
• Paid vacation, sick time and company holidays.
• Creative and collaborative culture.