Job Description

About the Company

We are representing a rapidly growing, privately held real estate investment firm with a national footprint and a focus on multifamily property acquisitions, turnarounds, and long-term portfolio optimization.

About the Role

We are seeking a highly analytical, Excel-savvy Investment Management Analyst to join a lean but powerful investment team. This role is ideal for someone with a strong FP&A background, who is eager to roll up their sleeves and contribute across the full investment lifecycle—from underwriting and transaction execution to financial planning and cash management for active assets.

This is not a structured plug-and-play job. It's a high-impact opportunity to own your workflow , build reporting frameworks from scratch, and work directly with senior leadership, including the CEO. If you're looking for upward mobility, visibility, and a chance to grow with an agile investment firm, this is it.

Key Responsibilities

45% Financial Planning & Analysis (FP&A)

• Develop and monitor property-level budgets
• Produce performance reports and board presentations
• Drive forecasting and scenario modeling to support portfolio decisions

20% Transaction Execution

• Support due diligence and closing processes
• Coordinate cross-functional transaction workstreams
• Prepare investment memos and materials

15% Underwriting

• Build and manage financial models for new acquisitions
• Analyze market data, comps, and demographic trends
• Assess investment viability and strategic fit

15% Cash Management

• Conduct liquidity analysis and monitor capital flows
• Partner with Asset Management to optimize fund performance

Additional Duties:

• Collaborate with construction, HVAC, and other verticals within the firm
• Prepare investor materials and financial insights for leadership
• Shape SOPs and help build scalable internal processes

Who You Are

• 3–5 years in Investment Management, FP&A, Corporate Development, or Transaction Advisory
• Proficiency in advanced Excel modeling (this is a must)
• Experience in real estate (especially multifamily) strongly preferred
• Proactive, organized, and naturally curious—you dig into data and come up with smart solutions
• Comfortable in ambiguity; you’ll be building as you go
• Strong communicator who can translate numbers into insights
• Comfortable in a direct, entrepreneurial environment

Culture & Perks

• Fast-moving and highly collaborative team
• Visible role with direct access to the CEO and executive team
• Emphasis on personal and professional development
• Leadership that teaches, not micromanages
• Culture-first organization—people choose to be here, not just for the paycheck

Compensation & Benefits

• Competitive base salary ($70–90k)
• Discretionary annual bonus (10–20%)
• Unlimited PTO
• Full medical, dental, vision coverage
• 401(k) with 4.5% blended match
• Regular team events and appreciation perks
• Significant opportunity for advancement

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