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