Analyst

About the Role

The role supports transactions and maintenance for the firm's portfolio of real estate physical assets. Working under limited supervision, the Analyst will partner closely with senior members of the Real Estate investment team to provide analytical and tactical support on prospective and current commercial real estate investment opportunities.

Key Responsibilities

• Completes research in all areas of real estate, including background research, corporate relationships, and property valuation and recommendation.
• Prepares financial analysis/modeling of real estate portfolio level to review appraisals and valuations.
• Conducts ROI analysis for potential acquisitions of new properties or expansion of current properties.
• Communicates with investors regarding real estate portfolio performance.
• Assists in investment and operational due diligence on private capital identified for inclusion on the firm’s platform.
• Keeps abreast of investment opportunities and successfully communicates information to the investment team.
• Communicates frequently with construction management and commercial property development to discuss concerns pertaining to properties.
• Maintains a pipeline of investment ideas that are in market or coming to market over a 12-month period.

Requirements & Tech Stack

• University (Degree) Preferred
• No Experience Required
• Sedentary Work

Qualifications

• 1+ years of transferable experience in the investment management industry
• Bachelor’s degree; concentration in Mathematics, Finance, Accounting, Computer Science, Business, or similar is preferred.
• Strong knowledge of Fair Value GAAP Accounting, particularly how it applies to private fund investment performance.
• High aptitude of analytical and mathematical skills required for calculating, reviewing, and disseminating performance information.
• Data aggregation and relational database analytics skills required, demonstrated through knowledge of Excel pivot tables, data visualization software such as Tableau (preferred) or Power BI.
• Ability to manipulate data and construct data pipelines in Python/R.
• Experience using Kiro or other agentic AI development tools to improve data pipelines, reporting processes, validation routines, or analytics workflows.
• Superior customer service by generating and responding to client requests in a timely manner.
• Interpersonal skills to interact with both internal and external clients.
• Ability to communicate effectively both in writing and orally.
• Proficient in the use of third-party financial industry databases and Microsoft Office.
• Ability to cooperate in a team environment is critical.
• Pursuit or completion of CIPM, CAIA, and CFA designations encouraged.
• Prior experience in Private Equity Real Estate.
• Knowledge of NCREIF Data and Query Tool.
• Working knowledge of Yardi GL Accounting systems.
• Experience building models in a production environment with Anaplan.

Related Skills

• Adaptability
• Asset/Investment Modeling
• Business Development
• Communication
• Due Diligence
• Financial Acumen
• Financial Risk Management
• Investment Management
• Investment Performance Reporting
• Investment Reporting Oversight
• Market/Industry Dynamics
• Negotiation
• Opportunity Strategy
• Real Estate Investments
• Underwriting