Senior Analyst - Investment/ Asset Management

About the role

Our client is a privately held real estate investment and development platform with a diversified portfolio spanning multiple commercial asset classes. With an active pipeline of development, acquisitions, and asset management initiatives, the firm offers employees exposure to the full real estate lifecycle in a highly entrepreneurial and collaborative environment. Reporting to senior investment and asset management leadership, the Investment & Asset Management Analyst will play a critical role in evaluating investment opportunities, monitoring asset performance, and supporting development initiatives across the portfolio.

Responsibilities

• Develop and maintain advanced financial models to underwrite acquisitions, developments, joint ventures, and existing assets.
• Analyze property and portfolio performance, including net operating income (NOI), occupancy, leasing activity, debt service coverage ratios (DSCR), loan-to-value ratios (LTV), capital expenditures, and budget variances.
• Prepare hold/sell analyses, valuations, investment memorandums, strategic recommendations, and executive reporting packages.
• Conduct market, demographic, and economic research to support investment decisions and business development opportunities.
• Lead and coordinate due diligence activities for acquisitions, dispositions, financings, and development projects.
• Collaborate with third-party property managers, leasing teams, legal counsel, consultants, architects, contractors, and internal stakeholders to maximize asset value and ensure successful project execution.
• Support budgeting, forecasting, investor reporting, construction management activities, and special projects across the portfolio.

Requirements

• Bachelor's degree in Finance, Real Estate, Accounting, Economics, Business, or a related discipline.
• 2-4 years of experience in commercial real estate investments, development, asset management, acquisitions, or financial analysis.

Skills

• Advanced Excel modeling skills with the ability to build and modify complex financial models.
• Argus experience preferred.
• Strong understanding of commercial real estate valuation, underwriting, budgeting, and investment analysis.
• Experience reviewing leases, operating statements, development budgets, and due diligence materials.
• Exceptional analytical, organizational, and communication skills.
• Ability to manage multiple priorities in a fast-paced, entrepreneurial environment.
• Strong attention to detail, ownership mentality, and collaborative approach to problem-solving.

Benefits

• Opportunity to join a growing real estate owner, operator, and developer with a diverse investment portfolio.
• Extensive exposure to acquisitions, development, asset management, and investment strategy.
• Direct visibility to senior leadership and key decision-makers.
• Diverse responsibilities that provide experience across the full real estate investment lifecycle.
• Strong career advancement potential within a dynamic and growth-oriented platform.