Investment Analyst presso None

TITLE

Investment Analyst

DEPARTMENT

Acquisitions

REPORTS TO

Director of Acquisitions

STATUS

Full Time / Exempt

DATE

September 2025

POSITION SUMMARY:

The Investment Analyst provides support in the due diligence and financial analysis of current and potential real estate investment opportunities.

MAJOR DUTIES:

PRIMARY RESPONSIBILITIES

• Evaluate new investment opportunities and maintain acquisition pipeline report
• Develop and maintain financial models and budgets to evaluate existing and potential investments
• Perform property due diligence including an analysis of financial performance and operating metrics; conduct in-depth market research and coordinate third party reports
• Prepare investment memoranda for distribution to lenders and equity investors
• Perform construction and property operations analyses as required
• Produce key leasing statistics and occupancy reports
• Assist in the preparation of monthly/quarterly investor reports

SECONDARY RESPONSIBILITIES

• Research and respond to lender/investor inquiries

SUPERVISORY RESPONSIBILITIES: 

• No supervisory responsibilities.

QUALIFICATIONS: 

• Bachelor’s degree in finance or related discipline required
• Single Family underwriting or renovation experience
• Minimum of 2 years’ experience as an investment banking analyst, private equity research or corporate finance position

• Proficient with Microsoft Office software (mastery of Excel required) with the ability to learn and use various database and planning software. Demonstrated ability to build financial models is required
• Excellent business writing and communications skills with the ability to develop and effectively present information
• Strong problem-solving skills combined with a collaborative approach.

• Strong organizational and time management skills with a high attention to detail is essential.
• Outstanding interpersonal and communication skills to successfully interact with multiple constituencies and diverse groups of people.
• Ability to multi-task in a fast-paced environment

• Demonstrate independent, mature judgment; conveys a professional image and attitude

PHYSICAL REQUIREMENTS:  

• The physical requirements of this position are related to a standard office environment.     Must be able to utilize a phone, computer and screen, and other office equipment.  While performing the duties of the job, the employee is required to hear, talk, reach, stoop, or kneel, and sit; standing and walking occur daily. Must be able to occasionally lift up to 25 pounds.

The duties listed in the job description above are intended only as illustrations of the various types of work that may be performed. These listed duties are not intended to describe in detail all the tasks that may be assigned but rather to provide a general sense of the responsibilities and expectations. Omission of specific statements of duties does not exclude them from the position if the work is similar, related, or a logical assignment to the position. At the employee’s request, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change.  

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