Investment Management Analyst

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