Q Investments Jobs in Usa

4,527 positions found

Associate, Development & Investments
Salary not disclosed
Miami, FL 5 days ago

OREI is seeking an Associate to support the sourcing, underwriting, capitalization, and execution of multifamily development projects.

OREI is a growing real estate development platform focused on multifamily investments. As a lean and entrepreneurial team, professionals are involved across multiple aspects of the investment and development process. This role will work closely with senior leadership and gain exposure to the full lifecycle of a projectβ€”from opportunity evaluation and financial analysis through development execution and stabilization.

This position is ideal for a candidate who is analytically strong but also interested in gaining hands-on experience across acquisitions, development, and project execution.

Core Responsibilities

Investment Analysis & Opportunity Evaluation

Β· Assist in underwriting multifamily development opportunities and maintaining project financial models

Β· Evaluate project feasibility including development costs, operating assumptions, and projected returns

Β· Conduct market research including comparable properties, supply pipeline, and demand trends

Capitalization & Transaction Support

Β· Support the capitalization of development projects, including coordination with lenders and equity partners

Β· Prepare financial models, investment summaries, and presentation materials used in discussions with lenders and investors

Β· Assist with acquisition and financing processes from initial evaluation through closing

Acquisitions & Due Diligence

Β· Support evaluation of new development opportunities including site analysis, zoning review, and preliminary feasibility assessments

Β· Coordinate diligence activities with consultants including legal, environmental, engineering, survey, and planning teams

Β· Participate in the acquisition process from initial evaluation through closing

Development & Project Execution

Β· Support development activities during pre-development, entitlement, and construction phases

Β· Assist in reviewing development budgets, schedules, and consultant reports

Β· Coordinate with architects, engineers, contractors, and other project stakeholders as needed

Asset Monitoring

Β· Assist with tracking project performance during construction and lease-up

Β· Support internal reporting and analysis of operating performance relative to underwriting

Qualifications

Β· Bachelor’s degree in Real Estate, Finance, Economics, Business, or a related field

Β· 3–5 years of experience in real estate development, acquisitions, investments, or a related analytical role

Β· Strong financial modeling and analytical skills with proficiency in Microsoft Excel

Β· Understanding of real estate development economics and capital structures, including familiarity with joint venture partnerships

Β· Ability to work in a fast-paced, entrepreneurial environment where team members take on a wide range of responsibilities

Β· Strong attention to detail and organizational skills

Β· Authorized to work in the United States

Compensation & Benefits

Β· Competitive base salary and performance bonus

Β· Healthcare, dental, and vision coverage

Β· Paid time off and national holidays

Β· Exposure to active real estate development projects

This job description is intended to provide a general overview of the position. It is not designed to be a comprehensive nor detailed description of all the responsibilities and accountability of the role. As an agile company, our positions can and do change based on the business need of the organization.

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Financial Reporting and Investment Accounting Manager
✦ New
🏒 RSI
$140,000
Palo Alto, California 10 hours ago
Financial Service Company Financial Reporting and Investment Accounting Manager Salary $140,000-$165,000 per year + bonus 15% and Equity We are a growing publicly traded financial service insurance company seeking an experienced Accounting Manager to support the Investment, Equity Accounting, and Compensations.

This position is remote with strong salary, bonus and equity package.

The Accounting Manager is a high-impact leader responsible for driving excellence across financial reporting, technical accounting, and internal controls.

This role serves as the subject matter expert over Investments, Compensation, and Equity accounting, while leading the monthly close process and supporting SEC and statutory reporting requirements.

Reporting to the Senior Director of Accounting, this position partners cross-functionally with Finance, Legal, HR, and external auditors, and directly manages a Senior Accountant and Staff Accountant.

The ideal candidate brings strong technical expertise, leadership capability, and a continuous improvement mindset.

Key Responsibilities Financial Reporting & Close Leadership Lead the monthly close for individual entities and consolidate GAAP and statutory reporting.

Ensure accuracy, timeliness, and integrity of financial statements and disclosures.

Serve as technical SME for SEC filings, including 10-Q, 10-K, and annual Proxy.

Act as primary liaison with external auditors for quarterly reviews and annual audits.

Technical Accounting & Specialized Areas Oversee accounting for fixed income investments, including cost basis, fair value, and GL reconciliations.

Manage accounting for payroll, share-based compensation, equity, and APIC.

Calculate and report quarterly basis and diluted EPS.

Perform complex technical accounting research and draft well-supported whitepapers and memos.

Controls, Compliance & Process Optimization Design, document, and enhance SOX and MAR 205-compliant internal controls.

Identify automation and system improvements to increase efficiency and reduce risk.

Drive continuous process improvements across close and reporting cycles.

Leadership & Team Development Manage, mentor, and develop Senior and Staff Accountants.

Provide technical guidance across the finance organization.

Foster a culture of accountability, ownership, and high performance.

Qualifications : Education & Experience Bachelor’s degree in Accounting, Finance, or Economics (CPA strongly preferred; MBA a plus).

5+ years of experience in public accounting and/or a public company environment.

2+ years of direct people management experience.

Advanced knowledge of US GAAP; statutory accounting experience a strong plus.

Experience with SEC reporting and technical accounting research.

Strong SOX internal control experience.

Advanced Excel skills (pivot tables, complex modeling); ERP/GL system experience required.

Strong analytical and problem-solving skills.

Clear and effective technical writing and executive communication.

Ability to manage competing priorities in a deadline-driven environment.

High integrity and discretion in handling sensitive compensation and equity data.
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Chief Investment Officer
🏒 EisnerAmper LLP
$250 +
New York, NY 3 days ago
Chief Investment Officer page is loaded## Chief Investment Officerlocations: Iselin: Owings Mills: New York: Philadelphiatime type: Full timeposted on: Posted Todayjob requisition id: Req-8409## ##
**Job Description
**Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to businesses, individuals, families, and institutions.

Our firm adheres to a comprehensive approach helping clients address key areas of planning that are critical to financial success: Investment, Retirement, Estate, Tax, Business, and Insurance.Prosperity- An EisnerAmper Company is seeking a Chief Investment Officer who will be the firm’s strategic investment leader, responsible for shaping long‐term investment direction, driving platform innovation, and ensuring portfolios reflect the firm’s tax‐aware philosophy.

The CIO leads and oversees the Investment Committee, sets investment policy, and guides firmwide research, asset allocation, and manager selection.

This role partners closely with executive leadership to align investment strategy with organizational goals and growth initiatives while developing and mentoring a high‐performing investment team.## What it Means to Work for Prosperity:
* You will have the flexibility to manage your days in support of our commitment to work/life balance
* You will join a culture that has received multiple top β€œPlaces to Work” awards
* We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
* We understand that embracing our differences is what unites us as a team and strengthens our foundation
* Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work## What Work You Will Be Responsible For:
* Investment Committee Leadership: Chair and oversee the Investment Committee; set agendas, lead deliberations, document decisions, and ensure governance standards are upheld.
* Strategic Investment Direction: Define and evolve the firm’s long‐term investment roadmap, ensuring alignment with client needs, market conditions, and firm strategy.
* Portfolio Oversight: Oversee model portfolios and discretionary strategies; ensure consistency with investment philosophy, client objectives and regulatory requirements.
* Research and Selection: Lead due diligence, selection, and monitoring of external managers, ETFs, mutual funds, and alternative investments.
* Risk Management: Establish and monitor risk limits, stress testing, and performance attribution processes.
* Team Leadership: Manage, mentor, and evaluate a team of six investment professionals, including three portfolio managers; recruit and retain top talent.

Prior integration and project management experience a plus.
* Client and Advisor Engagement: Present investment strategy and performance to internal advisors and clients; support business development efforts.
* Public Speaking and Thought Leadership: Represent the firm at conferences, client events, and industry panels; develop thought leadership content to support business development and advisor education.
* Cross‐Functional Collaboration: Partner with operations, trading, planning, and executive leadership to ensure seamless implementation and support firmwide initiatives.
* Governance and Compliance: Maintain investment governance standards and ensure adherence to regulatory requirements.## Basic Qualifications
* Bachelor’s degree in Finance, Economics, or related field.
* 15+ years of progressive investment management experience, including leadership of investment teams.## Preferred/Desired Qualifications
* Demonstrated experience in portfolio construction, manager selection, and risk management.
* Strong knowledge of tax-aware portfolio construction and tax-efficient implementation techniques.
* Excellent communication skills with experience presenting to senior executives, advisors, and clients.
* Chartered Financial Analyst (CFA) designation.
* Prior experience as a Director of Investments, Head of Investments, or equivalent senior investment leadership role.
* Experience managing multi-asset and alternative strategies within an RIA or wealth management environment.
* Familiarity with portfolio management systems, performance attribution tools, and trading platforms.EisnerAmper is proud to be a merit-based employer.

We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.## About EisnerAmper:EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees and more than 350 partners across the world.

We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.

We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.Should you need any accommodations to complete this application please email: #LI-JR1## Preferred Location:Iselin
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REEP Equity - Director of Acquisitions- Multifamily Investments
Salary not disclosed
San Antonio, Texas 2 days ago
Job Description

Job Description

Director of Acquisitions - Multifamily Investments
REEP Equity β€” San Antonio, Texas
Full-Time | Salary | In-Office
REEP Equity is seeking a Director of Acquisitions to lead the sourcing, underwriting, financing, and execution of multifamily acquisitions across Texas. In addition, this role will be responsible for negotiating and completing property dispositions.
REEP is a vertically integrated, privately owned real estate investment firm focused on acquiring and operating multifamily communities throughout Texas. Our investment platform spans multiple asset types, from workforce garden-style communities to mid-rise and build-to-rent properties. REEP currently manages over $750 million in assets and 5,200+ units and has been recognized as a Top 5 Best Places to Work in San Antonio and one of the San Antonio Business Journal's Fastest Growing Companies for 7 consecutive years.
This is a senior leadership role responsible for driving deal flow, structuring acquisitions, sourcing debt capital, and executing transactions. The Director of Acquisitions will work closely with REEP's executive leadership, asset management, and property management teams to identify, evaluate, and close multifamily acquisitions and investments .
The ideal candidate is both a relationship-driven deal originator with a disciplined investor mindset who can source opportunities, structure financing, and lead transactions from initial evaluation through closing.
Key Responsibilities
Deal Sourcing & Market Coverage
Source multifamily acquisition opportunities across Texas through broker relationships, direct owner/lender outreach, and industry networks.
Build and maintain strong relationships with brokers, owners, lenders, and industry partners to generate consistent deal flow.
Travel periodically to evaluate target markets and inspect potential investment opportunities.
Underwriting & Investment Analysis
Lead financial underwriting and valuation analysis, including cash flow modeling, sensitivity analysis, and return metrics.
Oversee underwriting assumptions and ensure alignment with REEP's investment strategy.
Analyze market and submarket data to validate acquisition opportunities.
Debt Sourcing & Capital Structuring
Source and evaluate debt financing for acquisitions and refinancings.
Develop relationships with lenders and debt capital providers.
Structure and negotiate loan terms in coordination with capital markets partners and internal leadership.
Integrate financing assumptions into investment underwriting and execution strategy.
Transaction Execution
Negotiate Letters of Intent, Purchase and Sale Agreements, and other key transaction documents.
Lead the due diligence process with legal, financial, and operational teams.
Coordinate closely with asset management, construction, and property management teams to ensure credible business plans and smooth transitions post-acquisition.
Lead the evaluation of disposition or refinance opportunities for the existing portfolio, with the ability to project timing for execution and coordinate with property management teams to ensure assets are positioned for an optimal outcome.
Investment Committee & Internal Collaboration
Prepare and present investment memoranda and recommendations to the Investment Committee.
Coordinate with Asset Management and Residential Operations teams to determine the viability of location and business plan metrics.
Communicate transaction strategy, risks, and opportunities clearly to internal leadership and capital partners.
Determine capital stack and provide projections to the Investor Relations team regarding capital raising requirements.
Leadership & Team Development
Mentor and guide analysts or associates supporting underwriting and transaction execution.
Maintain underwriting standards and ensure the accuracy and quality of investment analysis.
Qualifications

* 7+ years of experience in multifamily acquisitions, real estate private equity, or principal investing.
* Proven experience sourcing, underwriting, and closing multifamily investments.
* Experience sourcing or structuring debt financing for real estate transactions.
* Advanced financial modeling and underwriting skills (Excel required).
* Strong understanding of multifamily operations, capital markets, and investment structures.
* Ability to manage multiple transactions simultaneously in a fast-paced environment.
* Advanced understanding of real estate investment analysis and transaction execution.

Application Requirement:
Only applicants with commercial real estate experience will be considered and contacted for interviews.
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Investment Risk Program Manager
✦ New
🏒 Securian
Salary not disclosed
Saint Paul, MN 10 hours ago

Securian's Asset Management team is dedicated to enhancing our investment portfolios while effectively managing risks. We are a part of Securian Financial Group, a company committed to helping customers build secure tomorrows through insurance, investments and retirement solutions.

We are seeking a highly skilled and motivated Investment Risk Manager to join our dynamic team. In this role, you will be responsible for building an investment risk framework that allows us to identify, assess, and mitigate risks associated with our investment portfolios. You also will oversee the risk in portfolios related to our reinsurance trusts and other third-party managers.

As the Investment Risk Manager, you'll be required to have a deep understanding of investment risk principles and investment strategies, strong analytical skills, and the ability to communicate effectively and work collaboratively with various departments across Securian Asset Management and its parent company, Securian Financial Group.

  • Collaborate with the investment, data, technology, and leadership teams to build an investment risk monitoring framework that will enable efficient monitoring of identified attributes at defined intervals.

  • Utilize the investment risk monitoring framework to monitor risks within specific asset classes and across the entire client portfolio.

  • Lead discussions among investment professionals and leadership on which risk attributes to monitor and appropriate guidelines for each attribute.

  • Initiate notification processes when risk attributes fall outside of established guidelines.

  • Conduct stress testing and scenario analysis to evaluate potential impacts on portfolios.

  • Raise concerns with portfolio teams and leadership where investment risks fall outside of established guidelines or in anticipation of potential movement outside of guidelines.

  • Partner with Securian's Enterprise Risk Management Team to incorporate investment risk controls into our broader enterprise risk management view.

  • Maintain knowledge of industry best practices on investment risk oversight.

  • Produce ad hoc reporting in support of the CIO, Securian AM leadership, and enterprise partners to provide transparency on investment risk attributes on an as-needed basis.

  • Represent the investment risk function when appropriate at various forums (i.e., enterprise committees, fund boards, corporate committees, and corporate boards).

  • Develop oversight framework tailored to individual 3rd party relationships, including specific investment guidelines.

  • Monitor investment risk attributes of externally managed portfolios.

  • Coordinate with enterprise partners on comprehensive 3rd party investment management oversight process.

  • Consult with enterprise partners on investment risk considerations for potential new relationships.

Qualifications:

  • Bachelor's degree in finance, economics, or a related field

  • Minimum of 5 years of experience in risk management within the asset management or insurance industry, with a focus on credit risk

  • Strong analytical and quantitative skills

  • Demonstrated aptitude for leveraging data and systems to produce effective monitoring and reporting

  • Understanding of asset risk theory, relevant analytical and numerical modeling techniques, and industry-standard risk metrics that quantify various dimensions of asset risk

  • Excellent communication and presentation skills

  • Ability to collaborate and gain buy-in across various teams within Securian AM and the Securian enterprise

  • Ability to stand firm in risk management principles and make tough decisions

Preferred Qualifications:

  • Advanced degree (e.g. MBA) or professional certification (e.g. CFA, FRM)

  • Experience with Clearwater, Bloomberg, Factset, Snowflake, Tableau, Power BI

Securian Financial believes in hybrid work as an integral part of our culture. Associates get the benefit of working both virtually and in our offices. If you're in a commutable distance (90 minutes) you'll join us 3 days each week in our offices to collaborate and build relationships. Our policy allows flexibility for the reality of business and personal schedules. #LI-Hybrid

*Internal Securian Financial job title for this position is Risk Management Sr. Consultant*

The estimated base pay range for this job is:

$91,700.00 - $169,600.00

Pay may vary depending on job-related factors and individual experience, skills, knowledge, etc. More information on base pay and incentive pay (if applicable) can be discussed with a member of the Securian Financial Talent Acquisition team.

Be you. With us. At Securian Financial, we understand that attracting top talent means offering more than just a job - it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:

Paid time off:

  • We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what's important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian.

  • Leave programs: Securian's flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.

  • Holidays: Securian provides nine company paid holidays.

Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian's 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.

Health insurance: From the first day of employment, associates and their eligible family members - including spouses, domestic partners and children - are eligible for medical, dental and vision coverage.

Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.

Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including:

  • Mental Wellness and Disability

  • Pride at Securian Financial

  • Securian Young Professionals Network

  • Securian Multicultural Network

  • Securian Women and Allies Network

  • Servicemember Associate Resource Group

For more information regarding Securian's benefits, please review our Benefits page.

This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions.

Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at , by telephone (voice), or 711 (Relay/TTY).

To view our privacy statement click here

To view our legal statement click here

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Investments Analyst
🏒 Evergen Equity
Salary not disclosed
Austin, TX 5 days ago

Position: Investments Analyst

Office: Austin, Texas (in person)

Status: Full-time, Exempt

Β 

Position Summary

Evergen Equity is seeking a talented Investments Analyst to join our Investments Team. As an Investments Analyst, you will play a crucial role in supporting the sourcing, evaluation, acquisition, and management of our commercial real estate investments and maximizing the value of our portfolio. This position offers an opportunity to work in a dynamic and growing company with exposure to various property types, markets, and investment strategies.

Β 

The ideal candidate will have real estate experience, an entrepreneurial attitude, strong ability to work in cross-functional teams and a desire for learning and long-term growth.

Β 

Organizational Structure and ReportingΒ 

As an Investments Analyst, this role will report directly to the Senior Associates of the Investments Team.


Essential Functions and Responsibilities

  • Acquisitions & Underwriting: Develop and maintain detailed financial models and cash flow analyses to evaluate new investment opportunities across various real estate product types.
  • Market Research: Conduct in-depth, property-level market research to inform investment decisions. This includes identifying demand drivers, gathering lease and sales comparables, analyzing development pipelines, and synthesizing data from brokers and third-party providers.
  • Due Diligence: Assist in comprehensive due diligence on potential investments, including a critical evaluation of a project's capital structure, business plan, operating characteristics (revenue, expenses, capital expenditures), and key performance risks.
  • Presentation & Reporting: Prepare comprehensive investment memos and presentation materials to communicate research findings, diligence conclusions, and underwriting assumptions to senior management and outside investors.
  • Asset Management Support: Assist with the ongoing asset management of portfolio investments, including analysis related to financing, refinancing, major asset-level decisions, and eventual dispositions.
  • Special Projects: Support miscellaneous projects related to process improvements and portfolio-wide reporting to enhance investment operations.

Β 

Essential Knowledge, Skills, and Abilities

  • Β Education & Experience: Bachelor’s degree in Finance, Economics, Business, STEM, or a related field, combined with 1-3 years of experience in an analytically rigorous role at an investment bank, private equity firm, real estate operating company, or leading brokerage.
  • Technical Skills: Expert financial modeling skills with demonstrated proficiency in Microsoft Excel, Powerpoint, and Word.
  • Analytical Skills: Exceptional quantitative and qualitative analytical abilities, with a proven capacity to interpret complex information, establish facts, and draw valid conclusions.
  • Real Estate Acumen: A strong understanding of real estate fundamentals, return drivers, and complex financial structures (e.g., debt, equity, JVs). A demonstrated passion for real estate and a desire to build a career in principal investing.
  • Communication: Outstanding written and verbal communication skills, with the ability to distill complex financial concepts into clear and simple messages for internal and external audiences.
  • Work Ethic & Organization: A resourceful, accountable self-starter with a phenomenal work ethic and meticulous attention to detail.Must possess superior organizational and time-management skills to manage multiple projects simultaneously and produce high-quality work under tight deadlines.
  • Interpersonal Skills: A high-integrity team player who can work effectively and independently, interfacing confidently with all levels of internal management and external professionals.

Β 

Additional Benefits and Requirements

  • Medical benefits
  • Unlimited paid time off
  • Right-to-invest eligibility after one year anniversary
  • Professional development assistance
  • Paid downtown Austin parking
  • In office Monday-Friday requirement

Β 

About Evergen Equity

Evergen Equity is a multiple family office focused on making generational private real estate investments. We build out bespoke real estate allocation strategies on an individualized, holistic basis in order to optimize wealth preservation and minimize risk.Β 


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Investment & Development Analyst
Salary not disclosed
Miami, FL 4 days ago

Investment & Development Analyst

Midtown Capital Partners

Miami, Florida

Full-Time. On-Site


Position Overview


Midtown Capital Partners is seeking a highly motivated Investment & Development Analyst to play a central role in the firm’s acquisition, development, and asset management initiatives. This is a high-impact position for a driven, analytically rigorous professional who wants to be in the room where investment decisions are made.


Working alongside senior leadership, you will underwrite acquisitions, dispositions, and financings, manage due diligence workflows, support development and asset management operations, and track business plan execution.


Based at our Miami headquarters, you will gain hands-on exposure to the full lifecycle of real estate investments and contribute to the firm’s active development and investment pipeline.


About Midtown Capital Partners


Midtown Capital Partners is a vertically integrated SEC registered real estate investment and development firm based in Miami, Florida, specializing in opportunity-driven, value-add acquisitions and development projects across high-growth U.S. markets. Our entrepreneurial philosophy and expertise has driven over $1 billion of investment success.


Midtown invests across multiple asset classes, including multifamily, industrial, office, and retail, and manages investments throughout the full lifecycle of real estateβ€”from sourcing and underwriting opportunities to development execution, lease-up, stabilization, and long-term operations.


MCP maintains offices in Brickell, Pembroke Pines, West Palm Beach, Spain, and Colombia.


WHAT YOU’LL DO


Acquisition Underwriting & Deal Execution


  • Underwrite potential acquisitions with detailed rent roll analysis, operating expense review, capital needs assessment, and revenue projections across multifamily, commercial, and mixed-use assets
  • Build and maintain complex financial models incorporating DCF analysis, sensitivity testing, and scenario modeling to evaluate risk-adjusted returns
  • Calculate and present key investment metricsβ€”IRR, equity multiple, cap rates, cash-on-cash returns, and debt yieldβ€”to support investment committee decisions
  • Model debt structures, joint venture waterfalls, and partnership distribution schedules for prospective transactions
  • Prepare detailed pro forma projections incorporating renovation plans, lease-up strategies, and value-add assumptions


Due Diligence & Transaction Support


  • Manage due diligence processes end-to-end, including review of financials, rent rolls, leases, service contracts, and operating data
  • Coordinate with third-party consultants on property condition assessments, environmental reports, and appraisal
  • Prepare comprehensive due diligence summaries identifying key risks, opportunities, and negotiation points
  • Support transaction execution alongside legal counsel, lenders, title companies, and other third-party partners
  • Assist with debt financing processes including lender packages, term sheet analysis, and information requests


Construction & Development Financial Coordination


  • Assist in preparing and updating development budgets and project pro forma models
  • Track construction budgets and project costs against approved development budgets, identifying variances and assisting with cost reporting
  • Assist in reviewing contractor pay applications, change orders, and draw requests to ensure alignment with project budgets and schedules
  • Coordinate with the construction team and general contractor to monitor project milestones, completion timelines, and budget performance


Lease-Up & Asset Management Coordination


  • Assist in coordinating project completion and transition to lease-up, working closely with development, construction, and property management teams
  • Track lease-up performance against underwriting assumptions, including absorption, rental rates, concessions, and occupancy targets
  • Coordinate with the asset management team to monitor operating performance during stabilization
  • Assist with analysis of lease-up strategy, market comps, and rent trends to support leasing decisions
  • Track project performance against underwriting assumptions, including lease-up, operating expenses, and capital expenditures
  • Monitor operating performance and key asset-level KPIs, including occupancy, rent growth, NOI, and variance to budget


Experience


  • 1–4 years of experience in real estate acquisitions, investments, or financial analysis.
  • Demonstrated experience building complex real estate financial models in Excel
  • Background in multifamily, commercial real estate, or private equity preferred.
  • Direct exposure to acquisition underwriting and due diligence processes strongly preferred.
  • Investment banking, commercial real estate brokerage, or institutional investor experience a plus.


Technical Skills


  • Expert-level proficiency in Microsoft Excel for financial modeling and analysis.
  • Experience with Argus Enterprise or similar real estate analysis software preferred.
  • Proficiency with CoStar, RealPage, and other real estate data platforms.
  • Strong PowerPoint skills for creating professional investment presentations.
  • Familiarity with data visualization and business intelligence tools a plus.


What Sets You Apart


  • Sharp analytical mind with excellent attention to detail and a passion for real estate investing.
  • Strong written and verbal communication skillsβ€”you can distill complex analyses into clear, actionable recommendations.
  • Self-motivated with intellectual curiosity, a strong work ethic, and an entrepreneurial mindset.
  • Ability to manage multiple priorities and thrive in a fast-paced, deal-driven environment.
  • Professional presence with the ability to interact confidently with senior leadership, brokers, lenders, and external partners.
  • Progress toward CFA, CAIA, or real estate certification a plus.


WHY Midtown Capital Partners


This is more than a jobβ€”it’s your platform for impact.


  • Be in the deal flow: Get direct exposure to every stage of the process, from initial screening to closing.
  • Learn from the best: Work alongside seasoned investment professionals with 30+ years navigating real estate cycles.
  • Shape strategy: Your analysis will directly inform the investment decisions that drive our growth.
  • Accelerate your career: Grow in an environment that rewards initiative, sharp thinking, and results.
  • Competitive compensation: A compensation package that reflects the impact you bring.
  • Comprehensive benefits: Full benefits package plus ongoing professional development opportunities.
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ABOR/IBOR Business Systems Analyst - Investment Accounting
✦ New
🏒 Massmutual
Salary not disclosed
Business Systems Analyst – Investment Management Technology (ETX) (Hybrid, Boston) Do you want to be part of a team that encourages your growth, supports your ambitions and makes it a priority for you to reach your goals? Is helping people part of who you are? MassMutual assists millions in achieving financial freedom, providing protection and future planning.

We do this by building trust with our customers by being knowledgeable problem solvers and prioritize their needs above all else.

We Live Mutual.

The Opportunity This position is required to provide subject matter expertise for BlackRock Aladdin Accounting Platform and related applications.

Recognized as subject matter expert in business analysis field.

Has responsibility for instructing, directing, and checking the work of other Business Analysts.

Formulate and define business and/or systems scope and objectives based on both user needs and a thorough understanding of industry requirements.

Devise or modify procedures to solve highly complex problems considering limitations, operating time, and form of desired results.

Provide analysis of business and user needs, documentation of requirements, and translation into proper business and/or system requirements.

Consider the business implications of the application of technology to the current and future business environment.

Act as a team leader for complex projects.

The Team You will be joining MassMutual’s Investment Management Technology team.

Our mission is to build reliable automation solutions for the Investment Operations business team.

You will be part of a team that is technical, highly motivated and excels at working in a fast paced and always evolving environment with agility and resilience.

The Impact: The Business Systems Analyst is responsible for the analysis, design, and testing of complex applications and system integration processes supporting MassMutual’s Investment Management Unit.

This role supports strategic investment initiatives within these areas and ensures recommended solutions are aligned with business and MassMutual IT strategies while adhering to relevant technology standards.

This role leverages problem solving and analytical skills to design technical solutions related to data management and system integration challenges and contributes to troubleshooting efforts across multiple functional areas including General Investment Accounts, Separate Investment Accounts, Securities & various technology platforms supporting Investments.

This is a critical role in maintaining the cohesion between the business stakeholders and the technology delivery teams.

It requires a deep and broad technology background conducive to that found in a β€œmaster application developer” but this is not a development position but will participate and guide technology decisions and best practices.

It also requires a strong work ethic, the ability to work independently or in collaboration, exceptional communication skills, and knowledge of, or the aptitude to learn the investment management data domain.

Perform analysis of business process, procedures, data and rules Experience with data-centric architectures, multi-dimensional time series, and techniques to guarantee robust data integrity Demonstrated ability to identify and understand critical business features that drive value, and translate those into solid technical solutions Excellent written and oral communication skills, ability to effectively and confidently interact with business and technical personnel, at all levels in the organization Proven technical leadership and mentoring skills Strong knowledge of the investment accounting across multiple asset classes, public and private, including derivatives Candidates must combine an attention to detail with the ability to see the big picture Demonstrated ability to communicate effectively using verbal and written methods to all levels of an organization Proficient with standard documentation tools (Lucid Chart, Excel, Word) Capable of applying knowledge to handle all but the most complex problems independently Drives continuous improvement and efficiencies beyond own scope of responsibility The Minimum Qualifications Bachelor’s degree 8 years of experience with designing and implementing complex solutions 5 years of investment data experience with an understanding of systems and data management.

3 years of experience with BlackRock Aladdin ABOR/IBOR 5 years of experience with investment management systems (from front office to middle office, to back office) 5 years of data analysis experience working with large data sets and multiple sources of data.

The Ideal Qualifications Technical Skills Expert user of excel and proficient with SQL/Oracle query tools Experience with platforms like BlackRock Aladdin OMS is highly preferred Experiene with BalckRock Aladdin ABOR implementaion is preferred Ability to apply technical and business knowledge across multiple business functions Ability to work in close collaboration with project/program managers, architects, developers, and testers to optimize the quality of the developed product Skilled in interacting between internal business partners, internal IT teams, and offshore partners Ability to effectively estimate time to complete design and development tasks Influence design & architecture inclusive of technical (non-functional) requirements Ability to communicate clearly and to simplify complex topics for a wide range of audiences (both written and verbal) Ability to work through complex issues, identify themes, and develop solutions, in time-critical situations.

Ability to develop a strong understanding of business processes and functional requirements and skill to be able to translate business requirements into succinct functional / technical specifications, experience writing ETL requirements, and providing close oversight of specifications Ability to quickly learn new technologies and platforms Ability to adhere to project schedules and meet deadlines in the execution of job responsibilities Soft Skills Self-managed and motivated individual with strong leadership skills.

Excellent written, oral and presentation skills.

Works with minimal oversight and proactively communicates status and risks to project leadership.

Ability to work well in a team environment.

LI-RK1 MassMutual is an equal employment opportunity employer.

We welcome all persons to apply.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
permanent
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Investment Analyst -Parametric
✦ New
🏒 Eaton Vance
Based on experience
Minneapolis, MN 10 hours ago

ABOUT MORGAN STANLEY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.

This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.

ABOUT THE ROLE
The Investment Analyst is an integral part of the Overlay Solutions portfolio management team. The mission of the investment analyst is to develop foundational investment skills and a deep understanding of Parametric's investment solutions while supporting daily portfolio management. We are looking for a well-rounded, critical thinker who wants to be part of the future of investing. Parametric is looking for candidates that can grow and share in the firm's future success.

Parametric provides systematic solutions fueled by science and quantitative research, and takes pride in building genuine, long-term partnerships with our clients. We have a unique culture that emphasizes teamwork, problem solving, and the opportunity for one's voice to be heard. The position requires teamwork and collaboration across multiple departments and an ability to provide exceptional service through timely and accurate work.

PRIMARY RESPONSIBILITIES

  • Utilize proprietary investment management software to generate customized daily reports used to implement Overlay Solutions.
  • Review various data feeds and activity within client portfolios, acting as the first line of defense to ensure daily reporting accuracy for use within the portfolio management process.
  • Work alongside the portfolio management team as the primary day-to-day contacts for the client relationship.
  • Assist in the production of client-requested research projects in coordination with portfolio managers and a dedicated research team.
  • Responsible for the creation and accuracy of customized reporting and assists in external performance reviews with clients.
  • Contribute and adopt ideas to improve efficiency, reduce risk, and enhance the client experience.
  • Conduct audits on client accounts across the firm to reduce firm risk and develop professional knowledge.
  • Uphold firm reputation through professionalism, accuracy, responsiveness, and commitment to client service.
  • Undertake additional professional development such as the CFA program.
  • Assume other responsibilities as required.

JOB REQUIREMENTS

  • Bachelor's Degree in finance, accounting, or a related field
  • Strong interest building a career in Investment Management, working with institutional investment portfolios
  • Demonstrated ability to solve problems using logic, creativity, and enthusiasm
  • Familiarity with or willingness to learn Excel, coding languages, and other analytical tools
  • Must be a self-starter with excellent quantitative and communication skills
  • High attention to detail and time management
  • Initiative and demonstrated ability to work in an inclusive and collaborative team environment
  • Investment management or related industry experience a plus


Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste into your browser.

Salary range for the position: $60,000 - 90,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit to learn more about our benefit offerings.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

PDN-a0ff1a97-79f0-40c2-bdbc-fe63dd7d93fd
permanent
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Investment Analyst
🏒 Monomoy CRE
Salary not disclosed

Job Title: Investment Analyst

Location: Charleston, South Carolina Metropolitan Area (On-site)

Company: Monomoy CRE

Job Type: Full-Time, Permanent


About Us:


MCRE and MCS (collectively β€œMonomoy”) manage a private REIT with a diversified portfolio of net-leased industrial real estate assets, while also offering expertise in construction and development projects to our industrial tenant base. As we continue to expand our portfolio, we are seeking an experienced and motivated Real Estate Investment Analyst to focus on the analysis of both our existing properties and potential acquisitions, as well as development projects.This position will be in Charleston, SC, although we currently manage approximately 140 properties across 30+ states. Join us in our mission to be the nationwide preferred partner for companies in the industrial outdoor storage industry!

This is an exciting opportunity to join an innovative, fast-growing, dynamic management team as a Real Estate Investment Analyst within the Acquisitions and Portfolio Management Department. As our sourcing platform continues to scale, we are expanding our internal analytical and underwriting team to support a growing pipeline of acquisition and development opportunities. We are seeking an Investment Analyst to play a critical role in underwriting, valuation, and transaction support for IOS investments nationwide. This individual must demonstrate superior organizational skills, communication, and client relation skills, along with 2 to 4 years of experience in real estate investment analysis.


Role Overview:


This Investment Analyst position is a transaction support and underwriting-focused role, designed to partner closely with senior acquisitions professionals and sourcing team members. The Analyst will be responsible for performing detailed financial analysis, valuation work, and market research on opportunities generated by the sourcing team, helping to drive informed investment decisions.


Essential Responsibilities:


  • Assist in underwriting acquisition and development opportunities generated by the sourcing team, including building and maintaining detailed Excel-based financial models.
  • Perform valuation and comp analysis, including lease comps, sales comps, land values, and replacement cost assessments, with a particular focus on IOS-specific pricing dynamics.
  • Conduct market research for lease and sale comparables to support investment evaluations and ongoing portfolio assessments.
  • Analyze tenant financials, lease structures, operating assumptions, and capital expenditures to support investment recommendations.
  • Support preparation of investment committee materials, including underwriting summaries, valuation narratives, and risk assessments.
  • Assist with due diligence execution by summarizing lease terms and zoning documentation and supporting the team in identifying relevant risks and considerations.
  • Maintain internal databases and deal trackers, assisting with compiling and presenting market and portfolio data to internal stakeholders.
  • Provide analytical support to asset management and portfolio management teams, including quarterly valuations and portfolio reporting.
  • Prepare ad hoc analyses related to market trends, tenant performance, development feasibility, and portfolio optimization.


Qualifications:


  • 2–4 years of experience in real estate, finance, consulting, or related analytical role preferred
  • Strong analytical skills with attention to detail and a desire to learn and grow in the real estate investment field.
  • Proficiency in Microsoft Excel; experience with PowerPoint preferred. Exposure to real estate tools such as Procore or Argus is a plus but not required.
  • Self-motivated and eager to take initiative with a positive, can-do attitude.
  • Excellent verbal and written communication skills and the ability to work effectively within a team.
  • Ability to manage multiple tasks simultaneously in a fast-paced, dynamic environment.
  • Experience performing market and comp analysis.
  • Strong attention to detail and ability to manage multiple underwriting assignments.
  • Bachelor’s degree in Finance, Real Estate, Economics, Business, or a related field. Coursework in real estate or financial modeling is a plus.
  • Willingness to travel occasionally as needed.
Not Specified
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Bilingual Japanese Real Estate Investments Associate Manager (Hybrid / El Segundo, CA)
✦ New
🏒 Triup, Inc.
Salary not disclosed

Overview

Our client, the U.S. subsidiary of a major Japan-based real estate developer and investor, is seeking a Bilingual Japanese Associate Manager, Real Estate Investments to join their team in El Segundo, CA.


This position supports real estate investment activities including underwriting, market research, transaction execution, and reporting to headquarters in Japan. The role offers the opportunity to work on cross-border investment initiatives and collaborate closely with both U.S. and Japan-based teams.

The ideal candidate is detail-oriented, analytical, and comfortable managing multiple workstreams in a dynamic investment environment.


Must-Have Requirements

  • 3–7 years of experience in real estate acquisitions, investment, or capital markets
  • Strong financial modeling and underwriting skills (Excel required; ARGUS experience preferred)
  • Understanding of U.S. commercial real estate markets and investment processes
  • Ability to manage multiple tasks, timelines, and stakeholders simultaneously
  • Native-level English proficiency; business-level Japanese communication skills preferred
  • Bachelor’s degree in Finance, Real Estate, Economics, Business, or a related field
  • Authorization to work in the United States


Preferred Qualifications

  • Underwriting experience in multifamily, logistics, or office assets
  • Knowledge of joint venture structures and waterfall models
  • Experience working with Japanese corporations or multinational organizations
  • Exposure to cross-border or Japan-related real estate transactions
  • Strong coordination and communication skills with internal and external stakeholders
  • Proactive mindset with the ability to take ownership of projects


Responsibilities

Real Estate Investment & Analysis

  • Build detailed financial models and underwriting analyses for potential real estate investments
  • Review investment materials including offering memorandums, rent rolls, financial statements, and ARGUS files
  • Conduct market and submarket research and competitive analysis
  • Prepare investment memoranda and materials for internal investment committee review


Transaction & Project Support

  • Support transaction execution and coordinate due diligence activities including inspections, third-party reports, and lender documentation
  • Coordinate with brokers, partners, developers, lenders, and consultants
  • Track deal timelines, documentation, and internal approval processes


Portfolio & Cross-Border Coordination

  • Monitor progress and key milestones of existing investments
  • Review monthly and quarterly asset reports and KPIs
  • Prepare reports and documentation for Japan headquarters
  • Support visits by Japan-based executives and assist with cross-border coordination and communication


Operational Support

  • Provide general administrative support for the U.S. office including documentation management, scheduling, and coordination with internal and external stakeholders


Location & Compensation

  • Location: El Segundo, CA (Hybrid work model)
  • Employment Type: Full-time / Exempt
  • Salary Range: $100,000 – $150,000 (depending on experience)
  • Visa Sponsorship: Not available


Benefits

  • Competitive U.S. benefits package (details shared during interview process)
  • Paid time off (PTO) and company holidays
  • Opportunity to work within a global real estate investment platform with cross-border exposure

Remote working/work at home options are available for this role.
Not Specified
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Investment Associate
🏒 LD&D
Salary not disclosed
Miami, FL 5 days ago

LD&D, a rapidly growing Miami-based real estate development and investment firm, is seeking an Investment Associate to join the team for a Spring or Summer 2026 start date. We are looking for a highly analytical and motivated individual who values teamwork and is eager to contribute to the company's growth.Β 


The ideal candidate will be capable of analyzing the performance of the firm’s assets, underwriting new investment opportunities that align with the firm's investment theses, and modeling complex deal structures. This role involves reporting directly to the Vice President of Investments and entails close collaboration with the investment team and senior management across all stages of the development/investment cycle.Β 


Key Responsibilities:Β 


β€’ Build and maintain financial models for development, acquisition, and asset-level investments, incorporating complex capital structures, promote waterfalls, and return analyses (IRR, MOIC, NPV).Β 

β€’ Support the sourcing, underwriting, and execution of new investment opportunities across ground-up development and value-add strategies.Β 

β€’ Coordinate due diligence efforts including review of third-party reports, financial statements, leases, and market studies to ensure smooth and timely closings.Β 

β€’ Collaborate with development and asset management teams to track business plan execution, update project-level models, and monitor performance versus budget.Β 

β€’ Assist in capital markets activities, including lender and equity partner outreach, financial deliverables, and preparation of offering memoranda and investor presentations.Β 

β€’ Prepare internal and external materials, including investment committee memos, pipeline summaries, and quarterly investor updates.Β 

β€’ Conduct market research and data analysis on rents, sales, construction costs, and macroeconomic trends to inform underwriting assumptions and strategic decisions.Β 


Qualifications:Β 


β€’ Bachelor’s degree in finance, economics, or a related field; Master’s degree a plus.Β 

β€’ 1+ years of experience in real estate, investment banking, private equity, or a related field.Β 

β€’ Strong analytical and quantitative skills, with proficiency in financial modeling.Β 

β€’ Excellent communication and presentation skills.Β 

β€’ Ability to travel and manage a workload, as required by the projects.Β 

β€’ Ability to work collaboratively in a team environment and independently.Β 


LD&D offers a competitive salary based on experience and full healthcare benefits.Β 

Not Specified
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Investment Analyst Real Estate Development
Salary not disclosed
Newport Beach, CA 5 days ago

Company Description

Orbis Real Estate Partners is a real estate investment and development firm based in Newport Beach, California that focuses on opportunistic investments in the West Coast real estate market. The company is recognized for its success in identifying and executing value-creation strategies that maximize risk-adjusted returns. Orbis prides itself on innovative approaches and a comprehensive strategy to deliver superior outcomes for investors and stakeholders.


Investment Analyst – Real Estate Development

We are seeking a highly analytical Investment Analyst to support acquisitions and development initiatives within a growing Southern California real estate platform. Reporting directly to senior leadership, this role will focus on underwriting, market analysis, and evaluating investment performance across the lifecycle of industrial and select retail assets.


Key Responsibilities

  • Build and maintain detailed financial models for acquisitions and development opportunities.
  • Prepare investment pro formas, sensitivity analyses, and return metrics.
  • Evaluate due diligence materials including leases, title, third-party reports, and transaction documents.
  • Conduct market research to support underwriting assumptions and investment strategy.
  • Analyze projected vs. actual performance and identify key drivers of variance.
  • Maintain the firm’s investment track record, capturing realized returns and development benchmarks to inform future decisions.
  • Prepare concise investment memoranda and analytical summaries for leadership.
  • Utilize Excel, Argus Enterprise, and AI-enabled tools to enhance analysis and reporting efficiency.

Qualifications

  • 3–6+ years of experience in real estate investment, development analysis, or related field. DO NOT APPLY WITHOUT THIS QUALIFICATION.
  • Strong financial modeling and Excel skills required; Argus experience preferred.
  • Bachelor’s degree in Finance, Real Estate, Business, or similar discipline.
  • Detail-oriented with the ability to translate complex data into clear insights.

Why Join Us

  • Direct exposure to decision-makers in a lean, entrepreneurial environment.
  • Hands-on role influencing real investment outcomes in one of the nation’s most active industrial markets.
  • Opportunity to deepen expertise across acquisitions, development, and portfolio performance.


Not Specified
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Senior Investment Sales Analyst
Salary not disclosed
Milwaukee, WI 5 days ago

Job Title: Senior Investment Sales Analyst

Location: Milwaukee

Team: Investment Sales/Capital Markets

Reports To: Director of Transaction Management; works closely with the Transaction Coordinator and Senior Producers

Date: 2/5/2026


About the Company

Cushman & Wakefield | Boerke is a leading commercial real estate brokerage firm deeply rooted in Wisconsin. Since 1921, we have been providing commercial real estate users, owners, and developers with strategic solutions for their business and operational space needs. Our alliance with Cushman & Wakefield allows us to serve the local business community and commercial real estate market by offering national and global reach.


Job Summary

The Senior Investment Sales Analyst plays a critical role supporting Boerke’s Investment Sales Team through advanced financial analysis, property valuation, market research, and the production of institutional‑quality offering materials. This role is designed for an experienced analyst who can independently underwrite complex transactions, provide strategic pricing insight, and serve as a trusted analytical partner to senior producers.


Under the direction of the Director of Transaction Management, this position has meaningful responsibility across the full transaction lifecycle; from initial underwriting and valuation to marketing execution and closing support. This role offers deep exposure to investment sales, capital markets, and institutional clients in a fast‑paced, entrepreneurial environment.


Essential Job Duties and Responsibilities

Financial Analysis & Valuation

  • Independently build, review, and refine detailed financial models, including pro formas, discounted cash flow analyses, IRR models, sensitivity analysis, rent-roll forecasting, and NOI projections.
  • Lead underwriting efforts across major commercial real estate asset classes, with an emphasis on industrial, retail, multifamily, and office investments.
  • Evaluate operating statements, lease abstracts, capital expenditure assumptions, debt structures, and market inputs to support pricing strategy and investment recommendations.
  • Prepare and present Broker Opinions of Value (BOVs), pricing guidance, and valuation narratives for internal and client use.
  • Help standardize, improve, and maintain underwriting and valuation templates used across the Investment Sales team, in coordination with the Transaction Coordinator and leadership.


Market Research & Data Management

  • Conduct advanced market and asset-level research including leasing trends, comparable sales and rents, demographic data, supply/demand indicators, and cap-rate benchmarking.
  • Maintain and enhance internal databases for sales comps, rent comps, active listings, and pipeline activity, partnering with the Transaction Coordinator to ensure data accuracy and consistency.
  • Research property ownership details, parcel data, zoning information, and historical transaction records to support underwriting and marketing efforts.
  • Track macroeconomic and capital markets trends relevant to institutional CRE and translate insights into actionable guidance for brokers and clients.
  • Support maintenance of client and investor contact lists within CRM and shared databases to ensure accurate information for marketing and outreach.


Deal Execution & Transaction Support

  • Assist in preparing high-quality offering memoranda, teasers, proposals, and pitch materials.
  • Support due diligence by organizing data rooms, reviewing third-party reports, and managing document flow under the direction of the Transaction Coordinator and brokers.
  • Support property tour coordination, analyze buyer feedback, and assist in preparing negotiation and decision-support materials.
  • Assist in assembling closed deal files, including commission sheets and essential documentation, as requested.
  • Help prepare activity reports, meeting agendas, and internal tracking sheets for the investment team.


Business Development

  • Partner closely with brokers on pitch decks, client updates, competitor/market-share analysis, and custom client deliverables.
  • Support new business proposals, RFP responses, and customized client deliverables.
  • Assist with CRM pipeline management, mandate tracking, and relationship analytics.
  • Support planning and execution of client events and investor outreach initiatives by preparing materials, lists, and follow‑up tracking in partnership with the Transaction Coordinator.
  • Contribute to the creation and distribution of team newsletters and market updates by assisting in compiling recent transaction activity, submarket insights, and research findings.


Required Qualifications

  • Bachelor’s degree in Finance, Real Estate, Economics, Accounting, or a related field.
  • 3-6 years of experience in commercial real estate underwriting, investment sales, capital markets, investment banking, appraisal, private equity, or a related analytical role.
  • Advanced proficiency in Excel, including complex financial modeling; strong working knowledge of Microsoft Word and PowerPoint with the ability to produce polished, client‑ready materials.
  • Strong understanding of pro forma modeling, lease structures, commercial valuation methods, and core CRE fundamentals.
  • Proven ability to independently manage multiple underwriting assignments and deadlines with a high level of accuracy and judgment.
  • Excellent written and verbal communication skills, including the ability to simplify complex analyses.
  • Comfortable operating in a dynamic, entrepreneurial environment.


Preferred Qualifications

  • Prior experience at a CRE brokerage, private equity firm, lender, appraisal firm, REIT, or related capital markets environment.
  • Demonstrated experience producing institutional-quality offering memoranda and BOVs.
  • amiliarity with platforms such as CoStar, CREXI, RCA/MSCI, Reonomy, and CRM systems.
  • ARGUS Enterprise experience strongly preferred.
  • Knowledge of the Midwest commercial real estate markets and regional investor dynamics.


Compensation & Benefits

  • Competitive salary, commensurate with experience
  • Medical, dental, and vision insurance
  • 401(k) with company match
  • Paid time off and company holidays
  • Performance-based bonus structure
  • Professional development and industry education support
  • Collaborative, entrepreneurial team environment
Not Specified
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Senior Investment Analyst
🏒 Terra
Salary not disclosed
Miami, FL 5 days ago

Terra, the award winning, Miami-based real estate development company carefully chooses projects that have a positive impact on their surroundings and, by extension, on the people who live there. When planning a new development, Terra takes a dynamic role with the city and neighborhood to activate its potential as a community, maximizing the way in which people are able to live and work; creating new and innovative ways for the urban & suburban landscape to evolve. The firm has cultivated a portfolio of more than five million square feet of residential and commercial real estate valued in excess of $8 billion and is active across all major real estate asset classes, including multifamily apartments, luxury condominium and single-family residences, retail and office space, hotels, and industrial properties. Terra has achieved international acclaim for its commitment to design excellence, resiliency measures, and sustainable development and has been continuously transforming South Florida into the prosperous metropolis we know today.



We are looking for a Senior Analyst to join the team!


General Responsibilities

Financial Oversight & Investment Management

  • Serve as the financial lead throughout the development process of projects, focusing on investment and capital markets
  • Assist in negotiating key financial agreements, including purchase and sale agreements, development agreements, operating agreements, and loan documents


Due Diligence & Site Acquisition

  • Assist in the due diligence process for site acquisitions, including assessing financial feasibility, site conditions, and regulatory requirements
  • Support the financing process for site acquisitions, ensuring thorough analysis and risk management


Underwriting & Financial Modeling

  • Underwrite new and existing projects, ensuring financial models are maintained, updated, and aligned with investment strategies
  • Provide support in building financial projections and models to support acquisitions, financing, and development decisions


Market Research & Analysis

  • Lead the market research component for each project, focusing on specific asset classes to ensure that investment decisions are informed by accurate market data
  • Analyze industry trends, competitive landscape, and potential risks to support strategic decision-making


Financial Reporting & Business Plans

  • Maintain financial reporting for each project, including managing capital calls, preparing monthly financial reports, and supporting the development of business plans
  • Ensure reports are accurate, up-to-date, and aligned with company objectives


Investment Presentation & Communication

  • Draft and present investment memos for new and existing projects to the Executive Team, ensuring clear and concise presentation of financial data, project timelines, and risk assessments
  • Collaborate with senior leadership to provide insights and recommendations for potential investments


Cross-Department Collaboration & Onboarding

  • Manage interdepartmental onboarding and ensure effective collaboration across teams, including accounting, legal, development, and construction
  • Facilitate communication between departments to streamline processes and ensure smooth project execution


Cash Management & Yardi Integration

  • Work with accounting on cash management for the project, including tracking deposits, outflows, and milestones
  • Support the integration of financial data into Yardi, ensuring accurate and timely reporting


Legal & Contract Support

  • Collaborate with the legal team on various contracts and administrative matters, including organizational documents, development agreements, fee agreements, and branding/management contracts
  • Ensure that legal documentation aligns with financial objectives and investment strategies


Development & Construction Collaboration

  • Work closely with the development and construction teams to process and review construction budgets, ensuring that financials align with project timelines and budgets


Additional Responsibilities

  • Take on additional responsibilities as needed to support the growth and success of the acquisition and development process


Qualifications

  • Bachelor’s degree in Economics, Finance, or Real Estate (Master’s degree preferred)
  • 4–6 years of experience in financial analysis and financial modeling, with the ability to build and interpret complex investment models
  • Development or real estate private equity experience required, with an understanding of real estate contracts and financial structures
  • Strong market research and analytical skills, including the ability to evaluate market trends, competitive dynamics, and risk factors
  • Experience supporting project-level financial reporting, capital calls, and cash flow management
  • Advanced proficiency in Microsoft Excel


As a team member at Terra, you’ll enjoy:

  • Career advancement and bonus opportunities
  • Comprehensive benefits package, including health, vision, dental insurance, and FSA (Flexible Spending Account)
  • Employer-paid life and disability insurance
  • Employer matching 401k
  • Employee team building events
  • Paid Time Off and paid Holidays
Not Specified
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Investment Analyst/Investment Associate
✦ New
Salary not disclosed
Phoenix, AZ 1 day ago

Macdonald & Company are proudly partnered with a global Private Equity Real Estate firm to appoint an Investment Analyst or Associate from an Investment Banking background.


The firm are a global investor and developer of commercial real estate, with their headquarters based in Phoenix, Arizona. They have $1.8B in AUM across their investments that include Multifamily Apartments and Industrial Properties.


The Role

The Analyst/Associate will play an integral role in shaping investment decisions, diving into complex real estate opportunities and translating data into actionable insights. This is a hands-on position for someone who thrives in a fast-moving environment, enjoys problem-solving, and takes pride in producing polished, accurate work.


Key Responsibilities

  • Support senior investment professionals with sourcing, assessing, and tracking investment opportunities across diverse real estate asset types
  • Build and maintain financial models and cash-flow projections
  • Draft investment summaries, offering packages, marketing collateral, and other materials required for transactions
  • Work closely with internal groups such as asset management and accounting to support deal execution
  • Conduct market research and keep internal databases updated with relevant economic and real estate metrics


Qualifications

  • Investment Banking background as an analyst or associate
  • Familiar with financial modeling concepts (IRR, DCF, NPV) and capable of advanced quantitative analysis
  • Strong proficiency in Excel, Word, and PowerPoint
  • Exceptional written and verbal communication skills for interaction with internal teams and external partners
  • Highly organized, able to manage multiple priorities, and equipped with strong analytical capabilities and meticulous attention to detail
  • Self-starter with solid problem-solving abilities
Not Specified
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Assistant Vice President, Investment (Americas-San Francisco)
$250 +
San Francisco, CA 6 days ago
Assistant Vice President, Investment (Americas-San Francisco)

Location: San Francisco, CA, US, 94111


Group: Investment Group


Duties

  • Identify and assess investment opportunities in companies spanning across various sectors and across capital structures.
  • Perform deal evaluation, due diligence, industry/company analysis and financial modeling, supporting the USA investment team.
  • Monitor market trends and closely track existing portfolio assets to propose investment/divestment making decisions.
  • Constantly develop and renew industry/sector knowledge as well as macro and regulatory changes.
  • Establish and cultivate relationships with companies, corporate partners and other relevant institutions.

Requirements

  • Bachelor's degree or equivalent in Business Administration, Finance, Accounting, Economics, Engineering (any field) or related field of study; and
  • 5 years of progressively responsible experience in any job title/occupation/position involving in midsize or large investment banking or private equity companies with a global presence.
  • Must include 5 years of experience in each of the following:
  • Qualitative and quantitative analysis of companies to support investment decisions;
  • Utilizing general accounting and financial principles, including financial modelling and valuation analysis;
  • Market research and usage of third-party data sources, including S&P Capital IQ or FactSet; and
  • MS Office suite, including Excel and PowerPoint.
  • Telecommuting permitted up to 1 day per week.
  • Requires up to 10% domestic & International travel.

Internal Referrals for this position are eligible for the Employee Referral Program.


Work Location: 101 California Street, Suite 3700, San Francisco, CA 94111
Hours: M-F, 40 hours/week
Salary: $221,400 to $273,000/year


To apply, please visit , Ref. 11790


Nearest Major Market: San Francisco
Nearest Secondary Market: Oakland


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Assistant Vice President, Investment (Technology & Consumer - Americas)
🏒 Temasek Holdings
$250 +
San Francisco, CA 3 days ago
Assistant Vice President, Investment (Technology & Consumer - Americas)

Location: San Francisco, CA 94111


Travel: Requires up to 20% domestic & International travel.


Telecommuting: Up to 1 day per week.


DUTIES

  • Identify and assess investment opportunities in companies across several sub‑sectors of U.S. Tech & Consumer across private and public stages.
  • Evaluate, conduct due diligence, and execute investments.
  • Monitor the performance of portfolio companies and help to lead them into public listing or divestment.
  • Lead due diligence, financial modelling, draft of investment papers, co‑ordination of internal approval processes and finalization of legal documentation in transaction processes.
  • Establish and cultivate relationships with companies, corporate partners and other relevant institutions.
  • Develop, and coach junior members of the team.
  • Develop and renew industry/sector knowledge as well as macro and regulatory changes.

REQUIREMENTS

  • Bachelor's degree or equivalent in Business Administration, Finance, Accounting, Economics, Engineering or related field of study.
  • 3 years of experience in any job title/occupation/position involving investing in the areas of private equity, growth, or public markets.
  • Experience specified must include each of the following:
  • 3 years of experience with financial analysis to support investment decision utilizing general accounting and finance principles including Profit & Loss modeling and valuation analysis.
  • 3 years of experience with researching and explaining market events utilizing quantitative and analytical skills.
  • 3 years of experience with MS Office (Excel and PowerPoint).
  • 3 years of experience with research resources including Capital IQ and PitchBook.
  • 2 years of experience in investing in the Technology and Consumer sub‑sectors.
  • Telecommuting permitted up to 1 day per week.
  • Requires up to 20% domestic & International travel.

WORK LOCATION

101 California Street, Suite 3700, San Francisco, CA 94111


SALARY

Salary: $221,400 to $273,000/year


Hours: M-F, 40 hours/week


LEADERSHIP AND BENEFITS

Internal Referrals for this position are eligible for the Employee Referral Program.


NEAREST MARKETS

Nearest Major Market: San Francisco


Nearest Secondary Market: Oakland


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Investment Sales Agent
🏒 REAL New York
Salary not disclosed
New York, NY 5 days ago

REAL New York is a full-service brokerage specializing in NYC residential sales, rentals, and commercial real estate. Backed by a deep portfolio of exclusive listings and a powerful lead generation system, we give agents everything they need to succeed β€” whether you’re closing your first deal or your hundredth.


We’re looking for experienced NYC Investment Sales Agents (5+ years) ready to take their business to the next level. Gain access to exclusive leads, dedicated support, and a team with a proven track record of closing, all while leveraging your investment sales expertise.


What You’ll Do:

  • Source, market, and close high-value commercial and investment property deals (multifamily, office, retail, development sites)
  • Manage relationships with investors, developers, and institutional clients
  • Analyze investment opportunities, including underwriting, cap rates, and ROI projections
  • Generate and convert leads from our proprietary systems and industry networks
  • Collaborate with team members on deal structuring, negotiations, and closings
  • Stay current on NYC commercial real estate trends, zoning, and market data


What We’re Looking For:

  • Licensed Real Estate Salesperson in New York State
  • 5+ years of NYC commercial/investment sales experience
  • Strong understanding of investment underwriting, cap rates, cash-on-cash returns, and market trends
  • Proven track record of closing high-value commercial or investment transactions
  • Proficiency (or willingness to learn) in real estate tech, CRM systems, and property research tools
  • Entrepreneurial mindset with the ability to work independently and as part of a team
  • Excellent communication, client service, and relationship management skills
  • Flexible schedule to meet investors and clients during evenings and weekends


Pay: $75,000.00 - $550,000.00+ per year


ο»ΏJob Types: Full-time, Contract, Commission-Only


Location: Hybrid (NoMad Office)

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Analyst, Investment Banking
✦ New
Salary not disclosed
New York, NY 10 hours ago

Job Description:

Overview:

We don't simply hire employees. We invest in them. When you work at Chatham, we empower you - offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client service. You will have immediate opportunities to partner with talented subject matter experts, work on complex projects, and contribute to the value Chatham delivers every day.

Chatham is looking for an Analyst to join its Investment Banking team, which provides strategic finance advisory and transaction execution services across a comprehensive range of debt, securitization, and equity capital to companies across all sectors. The team is comprised of capital markets experts who help clients raise capital, solve complex financing challenges, and achieve the best capital markets outcomes.

The ideal Analyst candidate will be intellectually curious with a willingness to work hard, learn quickly, and is process-oriented with strong attention to detail. A successful candidate will thrive in a collaborative environment, have excellent communication skills, and bring prior investment banking or financial services experience to contribute from day one.

In this role you will:

  • Support the execution of live transactions and client mandates
  • Prepare presentation materials for clients and prospects
  • Research various industries, companies and market trends
  • Analyze financial statements and corporate SEC filings
  • Manage internal proprietary databases to support internal and client decision making
  • Assist in executing transactions, including due diligence and coordinating with external parties and client teams
  • Other duties and projects as assigned

Your impact:

In contributing to a myriad of projects, the Investment Banking Analyst will enable the greater Capital Advisory team to provide unparalleled capital markets expertise and exceptional client service. The analyst will work under the guidance of the Investment Banking Associates to support all functions of the team, giving this position the opportunity to grow and hone a variety of banking skillsets.

Contributors to your success:

Ideal candidates have at least 1 year in an investment banking, debt capital markets, or a related financial services role and

  • Strong interpersonal, verbal, and written communication skills
  • Self-starter mentality with superior work ethic and the ability to learn new concepts quickly
  • Ability to effectively manage of multiple workstreams while ensuring a high level of accuracy
  • Superior analytical and technical capabilities
  • Advanced proficiency in Microsoft Excel and PowerPoint
  • Familiarity with major data services (Bloomberg, Pitchbook, Capital IQ, etc.)
  • Previous experience in credit or financial statement analysis
  • The ability to work with large amounts of data and understand causal relationships
  • Willingness to obtain, or have obtained, FINRA registration (Series 79)

About Chatham Financial:

Chatham Financial is the largest independent financial risk management advisory and technology firm. A leader in debt and derivative solutions, Chatham provides clients with access to in-depth knowledge, innovative tools, and an incomparable team of over 700 employees to help mitigate risks associated with interest rate, foreign currency, and commodity exposures. Founded in 1991, Chatham serves more than 3,500 companies across a wide range of industries - handling over $1 trillion in transaction volume annually and helping businesses maximize their value in the capital markets, every day. To learn more, .

Chatham Financial is an equal opportunity employer.

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