Investment Analyst

The Investment Analyst will provide analytical support to the Investments, Asset Management and Development teams by primarily producing financial pro forma models, conducting property due diligence and financial reporting for multifamily investments. Create, manage and update pro-forma cash flow models for new multi-family acquisitions, existing investments and new development projects Build proforma models for mixed use developments including apartments, hotels, condos, and officesBuild complex waterfall distribution models with catch ups and multiple hurdlesConduct sensitivity analysis across multiple variables to assess risks and opportunitiesAssist in drafting investment committee memorandum and asset offering packagesConduct market research including market and submarket analysis, rent comparable analysis, sales comparable analysis and development pipeline analysisCommunication with external parties, including brokerage firms, appraisers, third-party consultants, etc.Design and develop interactive dashboards and reports in Power BI DesktopReview existing property operating budget variances, identify issues, and work to develop action plan to address.Analyze property expenses and compare against portfolio/industry averages in search of inefficiencies that can result in potential savings.Must have a bachelor’s degree in real estate, finance, economics or related fieldMust have a minimum of 2-5 years of experience in the real estate industry, with a preference for multifamilyRequires financial modeling expertise and understanding of real estate investment principlesDetail oriented with the ability to manage a diverse number of tasks simultaneouslyHighly developed analytical, quantitative and communication skillsProficiency in Microsoft Office Suite (Excel, Word, Power Point), experience with Costar, Real Page, Yardi Matrix Acquisition, Capital Markets, Asset Management and Development experience helpfulYardi (or similar property management software) experience preferredThe above-referenced position summary is a guideline designed to present an overview of the job duties and is not intended to be a comprehensive list of responsibilities and requirements.

Created: 2025-11-15