Investment Analyst - Charlotte, NC

About the role

We're seeking an Investments Analyst to join our dynamic team and contribute to the strategic growth of our self-storage portfolio through acquisition and development.

Responsibilities

• Underwrite acquisition and development opportunities using advanced financial models (IRR, cap rates, sensitivity, etc.)
• Support full-cycle deal execution: due diligence, site visits, third-party coordination, and closings
• Conduct market research and competitive analysis to inform investment decisions
• Partner with development, legal, asset management, and finance teams
• Track KPIs, identify value-add opportunities, and support portfolio optimization

Requirements

• 2–4 years of experience in real estate investment, corporate finance, or financial analysis
• Bachelor’s in Finance, Real Estate, Economics, or related field
• Advanced Excel modeling skills required; experience with ARGUS, CoStar, or Yardi a plus
• Strong understanding of real estate financial metrics (NOI, IRR, cap rates)
• Clear communicator with the ability to simplify complex financial concepts

Qualifications

• Experience with self-storage, multifamily, or niche real estate assets (RV/Boat) is a plus
• Familiarity with REIT structures or SEC reporting is a plus, but not required

Skills

• Hands-on approach to deal execution
• Market research and competitive analysis skills
• Financial modeling expertise
• Collaborative and entrepreneurial mindset

Benefits

• Competitive compensation package
• Flexible work schedule
• Professional development opportunities
• Work-life balance

Pay

Commensurate with experience

Schedule

Full-time

[Philadelphia, PA OR Charlotte, NC / Onsite]