Investment Analyst (Hybrid)

Job Overview

Atlantic Group is hiring an Investment Analyst (Hybrid) in Montgomery County, PA for our client, supporting real estate investment underwriting, financial modeling, and acquisitions analysis.

Responsibilities

• Conduct financial due diligence and underwriting analysis on prospective real estate investment opportunities.
• Build and maintain detailed financial models to evaluate investment performance, valuation assumptions, and credit risk.
• Prepare investment memorandums and deal summaries presenting financial analysis and investment recommendations.
• Support the closing process by coordinating third-party consultants, preparing closing statements, and managing transaction checklists.
• Track the performance of existing investments through asset management reporting and ongoing portfolio analysis.

Qualifications

• Education: Bachelor’s degree in Finance, Real Estate, Economics, Accounting, Mathematics, Engineering, or a related analytical field is required.
• Experience: 2–5 years of experience in real estate investment, acquisitions, private equity, brokerage, lending, or real estate financial analysis is required.
• Industry Knowledge: Familiarity with commercial real estate investment analysis across asset classes such as multifamily, student housing, hospitality, industrial, or mixed-use properties is preferred.
• Technical Skills: Advanced proficiency in Microsoft Excel including financial modeling, valuation analysis, and investment underwriting is required, and proficiency in PowerPoint and Word is preferred.

Skills & Attributes

• Demonstrates strong analytical thinking, attention to detail, and communication skills with the ability to manage multiple projects in a fast-paced investment environment.