Jobs · Management · California

Real Estate Investment Analyst

MBK Senior Living · Irvine, CA · 2 mo ago
ManagementFull-time

Duties & Responsibilities

  • Conduct portfolio analysis to benchmark and improve investment performance.
  • Monitor local market conditions including supply, demand, absorption, rents, and vacancy rates.
  • Support the annual operating and capital budgeting process.
  • Utilize reports to evaluate asset performance against stated goals and communicate variances.
  • Maintain detailed asset-level reports and dashboards for internal stakeholders and capital partners.
  • Generate and maintain pro forma models to evaluate acquisition opportunities, joint ventures, dispositions, and recapitalizations.
  • Underwrite and assist in the review of acquisition opportunities in accordance with the MBK business plan and acquisition strategy.
  • Perform scenario and sensitivity analyses to assess risk-adjusted returns, IRR, equity multiples, and DCF valuations.
  • Leverage a deep, specialized understanding of real estate finance—including IRR, DCF, joint-venture waterfalls, and capital markets—to perform complex analyses.

Education Requirements

  • Bachelor's Degree or other related field experience.

Experience Requirements

  • 2+ years related financial modeling experience with a strong understanding of financial and real estate concepts such as DCF, IRR, NPV, NOI, cap rates, etc., preferably in an institutional multi-family setting.
  • Strong analytical mindset, as well as excellent written and verbal communication skills.
  • Advanced proficiency in Excel financial modeling; including financial projections and scenario analysis.
  • Strong understanding of real estate capital markets, financing structures, and value creation strategies.
  • Proficient in return metrics (IRR, equity multiple, yield-on-cost) and how they relate to development risk and capital stack structure.

Required Competencies/Licenses/Certifications

  • Proficiency with Microsoft Suite.
  • Critical thinker with keen observation skills and an ability to draw conclusions in order to form actionable hypotheses.
  • Excellent presentation skills, with the ability to synthesize complex data for senior leadership.
  • Strong financial literacy with the ability to interpret and analyze income statements, balance sheets, and other financial documents.
  • Strong written and oral communication skills, interpersonal skills, and ability to work well with others.

Physical Demands & Work Environment

  • Must be mobile and able to perform the physical requirements of the job, bending, kneeling, stooping, pushing, pulling and repetitive motion.
  • Able to sit and work at a computer for long periods of time.
  • Able to move intermittently throughout the workday and between divisions.
  • Able to lift/carry up to 30 lbs. and push up to 20 lbs. as necessary.
  • Some travel required.

Benefits

  • Full-time Benefits Include Rich benefits package including Medical, Dental, Vision and 401k matching up to 4%.
  • Childcare and eldercare assistance.
  • Flexible spending accounts.

Pay

Salary: $110,000-$120,000 + Bonus

Schedule

Hybrid Work Environment, 3 days in-office/2 days remote

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