Investment Analyst

Role Overview

You will support the investment team across real estate underwriting, financial modelling, market research, transaction execution, and investor reporting. This is a hands on role involving analysis of US real estate opportunities, preparation of investment materials, and coordination with investors, lenders, and transaction teams.

Roles & Responsibilities

Investment Analysis

1. Develop and maintain sophisticated investment models, perform sensitivity analysis, and interpret results to guide investment decisions.

Research & Reporting

1. Review and analyse research papers, industry reports, and annual financial statements.
2. Summarize key findings, trends, and actionable insights to support strategic investment decisions.

Investment Presentation

1. Create and refine investment decks with clarity, accuracy, and visual appeal.
2. 
   Participate in calls and meetings with investors and lenders, providing analytical support and insights.

Market & Research Support

1. Track macro indicators affecting real estate capital markets (interest rates, credit spreads, cap rates by asset class/region).
2. Monitor competitor activity, comparable sales, and capital flows across property sectors.
3. Prepare market update decks for internal strategy discussions and client facing materials.

Transaction Execution

1. Support due diligence, including review of leases, title, surveys, environmental reports, and financial statements.
2. Coordinate with legal, accounting, and property management teams during closing.
3. M&A integration experience preferred.
4. Maintain deal trackers/pipelines and manage document flow through data rooms.

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Desired Skill Qualifications

1. Bachelor's degree in finance, Real Estate, Economics, Accounting, Business, or a related field.
2. 3-5 years of experience with US commercial real estate markets and transactions.
3. Exposure to real estate operators, institutional investors, private equity firms, lenders, or capital sources.
4. Experience in real estate private equity, acquisitions, investment management, or capital markets.
5. Familiarity with real estate sectors such as multifamily, industrial, office, retail, hospitality, self storage, or mixed-use.
6. Experience with real estate valuation methodologies, comparable transactions, and market research.
7. Experience preparing Investment Committee (IC) memos, investor presentations, and market update decks.
8. Exposure to M&A, post acquisition integration, or transaction advisory is a plus.
9. Familiarity with real estate databases, market intelligence platforms, and virtual data rooms.