Senior Analyst, Investment Management

About the Role

The Senior Analyst partners with Investment Managers in the management and oversight of various commercial and residential real estate investments, with the overall goal of optimizing asset performance and values.

Responsibilities

• Work with Investment Manager to create property level operational strategies and analyze major leases, capital projects or other investment factors impacting asset value.
• Aid in the review of valuation models (Argus and Excel) and take part in the acquisition and disposition process, overseeing the flow of due diligence information for select investments as needed.
• Prepare financial analysis to track historic portfolio and property level results in comparison to industry benchmarks.
• Cook up Annual Business Plans and Quarterly reports by assisting in the preparation of property operating and capital budgets and reviewing and approving ongoing financial variance reporting.
• Communicate with third party property management and leasing personnel as well as insurance and real estate tax consultants and other third-party providers as needed.
• Review lease submittal packages, evaluate prospective tenant businesses and credit worthiness, and perform other lease related financial analysis as needed.
• Collect, analyze and synthesize relevant market reports and other lease or transaction related data.
• Help facilitate lender compliance with asset specific requirements such as obtaining approvals for lease agreements or significant capital expenditure projects and coordinating the release of escrow accounts.
• Support enforcement of internal audit requirements with third party providers and further ensure that such firms are conducting business in accordance with property management agreements.
• Some travel will be required for periodic asset management-related property visits and select acquisition due diligence.

Requirements

• A Four year or equivalent undergraduate degree in Business or related field. Post graduate education a plus.
• A commitment to continued education in real estate will be encouraged.
• One to three years of experience in the commercial and/or multi-family real estate industry (or business related activity) is required.
• Property level experience is a plus.
• Effective interpersonal, communication (verbal and written) and listening skills.
• Strong computer literacy; experience with AI, Argus, VTS, RealPage, Microsoft Excel and Word, and PowerPoint is a plus.
• Ability to understand and interpret present value concepts and financial terminology.
• Analytical problem solving skills capable to undertake detailed analyses and make well-reasoned, decisive recommendations.
• Demonstrated prioritization, organization and time management skills necessary to balance competing deadlines.
• Desire to multi-task in a complex, high-volume environment and competency to work with all levels of management and personnel on critical projects.

Pay

The total compensation offered for this position, which includes salary and incentive pay, will vary based on skills, experience and location. The salary range for this position in San Francisco is $90,000 to $115,000 annually.

Schedule

Full Time / Part Time
Full time Worker Type
Employee
Job Exempt (Yes / No)
Yes
Workplace Model
Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office.