Salary Estimate: $125,000.00 - $149,999.00
Employment Type: Full Time
Work Place: Office
Experience Required: 1+ to 2 years
Education Required: 4 Year College
Job Description
Key responsibilities
- Conduct quantitative and qualitative analyses to support the underwriting of potential investment opportunities, including financial modeling, scenario analyses, and risk assessments.
- Prepare clear, well-structured investment memoranda and presentation materials to support acquisition recommendations and communicate with internal stakeholders.
- Monitor and assess the performance of existing investments, including analysis of operating results and portfolio-level metrics.
- Research and evaluate market conditions in existing and prospective target markets; synthesize findings to inform investment theses and recommendations.
- Support transaction execution and portfolio management activities, coordinating across internal teams and external partners to drive timelines and deliverables.
- Assist with financial reporting and contribute to the firm’s general operations and process improvements.
Qualifications
- 1 - 3 years of relevant experience, preferably in private equity, real estate investing, or investment banking; related experience in accounting, finance, or strategy/consulting is also valuable.
- BA/BS in finance, real estate, accounting, economics, or a related field (preferred).
- Strong quantitative skills and demonstrated analytical ability, including advanced Excel and financial modeling proficiency.
- Proficiency with Microsoft Office; experience with data and presentation tools is a plus.
- Clear, concise communication and presentation skills, with the ability to distill complex analyses into practical insights.
- High attention to detail and strong organizational skills; able to manage multiple projects and deadlines in a fast-paced environment.
- Strong work ethic, initiative, and a track record of high performance or accelerated responsibility.
- Desire to contribute meaningfully within a collaborative, growth-oriented team.
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