Company Overview
Our client is a premier, West Coast-focused Real Estate Private Equity firm specializing in opportunistic debt and equity transactions. Managing discretionary investment funds and separate accounts on behalf of a diverse base of institutional and private capital partners, the firm has established a strong track record in the lower middle market.
The firm fosters a fast-paced, entrepreneurial environment where team members are given significant autonomy. This is a unique opportunity to join a high-performing Investments Group that covers the full capital stack across all major asset classes.
Position Overview
The firm is seeking an Analyst to join its Investments Group in Los Angeles. This role offers exceptional exposure, allowing the candidate to work directly with the acquisitions team on functions ranging from initial underwriting and closing to asset management and investor relations.
Unlike siloed roles at larger institutions, this position offers "cradle-to-grave" deal exposure. You will evaluate opportunities across all property types nationally and assist in the execution of business plans post-acquisition.
Key Responsibilities
Transaction Evaluation & Underwriting
- Deal Analysis: Work directly with senior leadership to evaluate and underwrite opportunistic real estate acquisitions, JV investments, subordinate debt, and note acquisitions.
- Financial Modeling: Build and manipulate complex models to compute investment return metrics (ROC, IRR, Equity Multiples).
- Technical Proficiency: Utilize Argus and Excel to incorporate lease mechanics, operating expenses, tenant reimbursements, and capital expenditures into valuation models.
- Investment Memos: Prepare comprehensive investment memorandums and presentation materials for the investment committee and prospective capital partners.
Due Diligence & Closing
- On-Site Analysis: Travel with the acquisitions team to conduct on-site due diligence across the target geography.
- Vendor Coordination: Manage engagement with external parties, including investment sales brokers, leasing agents, lenders, property managers, tax advisors, and attorneys.
- Document Review: Facilitate the abstraction of leases, evaluation of operating expenses, and the organization of due diligence materials for lenders and equity investors.
Asset Management & Portfolio Support
- Performance Tracking: Analyze financial performance of portfolio assets, comparing actual results to pro forma, and updating financial models.
- Business Plan Execution: Monitor leasing updates, capital improvements, and development plans; prepare valuation analyses for existing assets.
- Investor Reporting: Support fundraising efforts and create content for quarterly investor presentations and economic research reports.
Market Research
- Research general market conditions (vacancies, absorption, rents, new construction) to inform acquisition and portfolio strategy.
- Evaluate competitive sets, sales/lease comps, and economic drivers in target MSAs.
Qualifications
- Education: Bachelor's degree (BA/BS) from a four-year college or university in Finance, Real Estate, Economics, or a related field.
- Experience: 1–4 years of experience at a top investment bank, management consulting firm, or real estate private equity firm.
- Technical Skills: High proficiency in Real Estate Cash Flow Modeling (Excel)
- Argus preferred.
- Detail-oriented with strong organizational and analytical skills.
- Excellent written and verbal communication capabilities.
- Inquisitive, self-motivated personality with high integrity.
- Cultural Fit: Passion for investing and a desire to thrive in a collaborative, fast-paced, and entrepreneurial environment.
