Investments Analyst

About the Role

Interstate Equities Corporation (IEC) is seeking to expand its Analyst group. As an integral member of our team, Analysts should expect a generalist approach. The primary responsibilities include supporting the firm’s acquisitions, dispositions, capital formation, and investor relations efforts. Working closely with senior executives and other team members, Analysts are encouraged to assume increasing responsibility. The role will be based in our San Francisco office.

Key Responsibilities

• Supporting the acquisition process through detailed operational budgeting, assessing market comparables, and financial modeling.
• Preparing investment memorandums for internal and Investment Committee briefings.
• Assisting with new business development, including prospecting research and development of specialized marketing materials such as pitch books and tear sheets.
• Supporting the investor relations function, database management, and maintaining investor records.
• Performing financial analysis, supporting asset performance tracking, and quarterly reporting for private equity funds.

Requirements & Tech Stack

• 0-2 years of professional experience.
• Passion for Real Estate; previous industry experience in real estate, private equity, investment banking, or investment management is a plus.
• Attention to detail is critical, with the ability to handle multiple projects simultaneously.
• Desire to work in a small team environment.
• Sense of urgency, with a strong curiosity to learn and be coachable.
• Exceptional communication, analytical, and problem-solving skills.
• Proficiency in developing and maintaining complex financial models.
• Advanced MS Word, PowerPoint, and Excel.
• Understanding of Yardi and CoStar is a plus.

Education

• B.S. Degree in Business Administration, Math, Finance, Economics, or Accounting.
• Students graduating in Spring 2027 are welcome to apply.

Compensation

• Annual base salary is $80k-$90k depending on the level of experience of the candidate.
• Annual discretionary performance bonus.
• Mid-year bonus based on the candidate’s ability to meet goals and objectives.
• Company paid healthcare premiums at 100% for the employee, with options to buy up.
• 401(k) Plan, with 4% company match.
• Flexible Spending/Health Savings Accounts.
• Company paid Life Insurance and Long-Term Disability Insurance for the employee, with options to buy up.
• Paid Time Off – 5.23 hours accrued per pay period, from date of hire.
• Company Paid Holidays.
• Employee Assistance Plan.
• Employee Discounts.
• Commuter Benefit.