The Professionals’ Choice for Real Estate Jobs
  1. Home
  2. Find Jobs
  3. Senior Analyst/Associate, Investments

Senior Analyst/Associate, Investments

Full Time
Work Place
Real Estate Field

This job is no longer active.


Immediate Opportunity: Senior Analyst/Associate, Investments

Role Description:

An established, diversified, well-capitalized family investment office in Atlanta, Georgia is seeking a dynamic, engaging, self-starter to join its investment team as a Senior Analyst/Associate.

The candidate will underwrite potential acquisitions, dispositions, refinances and recapitalizations, prepare investment memoranda and financial models, provide transaction support throughout due diligence and closing, will support asset management functions, and handle sponsor/investor communications. Working closely with the leadership team, the candidate will gain deep exposure to alternative investments and  commercial real estate investments (asset classes include multifamily, senior housing, self-storage, hospitality, office and mixed-use). This opportunity is ideal for a fast and accurate thinker with buy-side experience looking for an opportunity to gain experience and grow in the investment arena.  The Company offers a fast-paced, entrepreneurial environment and is proud of its solid reputation, camaraderie and enjoyable work environment. Our positive culture and respect for one another are critical to us. The role requires occasional travel to view and evaluate prospective investments.


  • With assistance from the leadership team, underwrite potential acquisitions and provide support by gathering and evaluating economic, demographic and market data, including rent and sales comparable values.
  • Prepare thorough approval packages for potential acquisitions and dispositions
  • Effectively communicate support for and defend underwriting assumptions.
  • Work with and train junior analysts in researching data, formulating hypotheses and preparing underwriting documentation.
  • Generate and present monthly financial analysis and reporting packages for assets that highlight overall return metrics, occupancy statistics, operating variances, and capital improvement strategies.
  • Work closely with property management, partners, and the leadership team to devise and implement strategies to maximize the value of assets under management.
  • Collect, organize, review, and summarize property diligence reports, leases, legal documents, financial and operating information, property condition reports, and other due diligence materials.
  • Interact with sellers, buyers, and brokers to assist in facilitating the efficient completion of acquisition and disposition transactions.
  • Prepare quarterly investor reports for assets with outside investors.
  • Protect the organization’s value by keeping information confidential.

 Minimum Qualifications (Note: Candidates must meet all the requirements below.):

  • Undergraduate degree with major or minor in finance, economics and/or real estate
  • Minimum 3 years of experience in finance, accounting, real estate, investment banking, and/or real estate investment sales, preferably on the buyer side
  • Strong knowledge of real estate finance concepts
  • Advanced proficiency in Excel, PowerPoint, and Word – Argus experience a plus
  • Meticulous, with strong analytical and organizational skills, and technical aptitude
  • Polished and professional manner
  • Works well independently and in a collaborative and entrepreneurial environment
  • Excellent interpersonal, communication, and networking skills necessary to effectively interact with sponsors, senior management, brokers, and other outside parties
  • Able to advance several projects simultaneously and work independently, while communicating work priorities and support needs
  • Satisfactory background check and drug screening by employer

Company Overview:

Established in 2014, our company is a diversified, well-capitalized family investment office located in Atlanta, Georgia managing a portfolio in excess of $700MM. Since inception, we have sponsored over $1 billion in commercial real estate development projects while investing opportunistically in wholly owned real estate and strategic limited partnerships. We currently manage 73 active commercial real estate assets (seniors housing, multifamily, mixed use, office, self-storage and land) located throughout the United States and  have profitably divested more than 50 CRE investments. Our firm’s broad investor base and keen analytical skills enable us to identify and quickly explore market opportunities, which outside of CRE include direct Private Equity Investments, liquid Public Assets and various Private Debt and Equity Funds. Underlying all of this is our firm’s main objective, to build an investment portfolio focused on longer-term capital appreciation and value-added opportunities to fund a Private Foundation for its charitable endeavors.


Why Join Us?

We are looking for a talented individual to be a part of our growing, energetic team!

We are a small office filled with bright individuals that come from a variety of backgrounds. We offer excellent work-life balance in addition to a strong, positive, and collaborative team culture.

We offer great benefits and great employee perks. A 401(k) plan is offered with a company match after 90 days.

Each employee is entitled to direct a portion of the Private Foundation funds to charities which he/she selects. 

This job is no longer active.

Finance / Investment Retail Atlanta/Sandy Springs Full Time GA Asset Management, Finance, Underwriting Senior Analyst/Associate, Investments other