Firm Overview:
Our client is a privately held commercial real estate investment and development firm specializing in the acquisition, development, and management of high-quality real estate assets across the United States. They have a diverse portfolio including stabilized income-producing properties as well as ground-up developments across multiple asset classes, including office, industrial, multifamily, retail, and mixed-use.
The firm’s mission is to create long-term value through disciplined investment, hands-on asset management, and strategic development execution. The firm is team-oriented, entrepreneurial organization that blends institutional discipline with the agility of a boutique platform.
Position Overview
Our client is seeking a highly motivated Investment Analyst to join our team. The Analyst will play an integral role in supporting the firm’s commercial real estate investment activities, working directly with the Co-Founders on acquisitions, dispositions, financing, and asset management. The ideal candidate has strong analytical skills, financial modeling expertise, and a passion for real estate investing.
Key Responsibilities:
Financial Modeling & Analysis
- Build and maintain detailed Excel financial models to evaluate potential acquisitions, dispositions, and refinancing opportunities.
- Conduct Argus modeling for underwriting office, retail, and industrial properties.
Transaction Support
- Assist with due diligence, including reviewing leases, financial statements, third-party reports, and market studies.
- Prepare investment memoranda and presentations for internal and external stakeholders.
Market Research
- Perform in-depth research on property markets, economic trends, and competitive landscapes.
- Analyze and track real estate metrics, comparable sales, and lease transactions.
Asset Management
- Support the monitoring and reporting of portfolio performance.
- Assist in preparing monthly and annual reporting packages for investors, including annual budgets.
- Collaborate with property managers and leasing teams to maximize asset value.
Qualifications:
- Bachelor’s degree (or higher) in Finance, Real Estate, Economics, Business, or related fields.
- 1–3 years of relevant professional experience in real estate, investment banking, private equity, or consulting.
- Strong proficiency in Microsoft Excel with demonstrated financial modeling capabilities.
- Experience with Argus Enterprise required.
- Solid understanding of real estate fundamentals, valuation, and capital markets.
- Excellent written and verbal communication skills.
- Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment.
- U.S. Citizen or Permanent Resident.
Why Join Our Client’s Team:
- Direct exposure to the Co-Founders and senior leadership.
- Hands-on involvement in all aspects of the investment lifecycle.
- Entrepreneurial, collaborative culture with growth opportunities.
- Competitive compensation and benefits package, including performance-based bonus opportunity, 401k and full healthcare benefits.
