Senior Analyst - Real Assets Investment Team

Job Description

• Model and evaluate new investment opportunities. Investments will primarily be in the Real Assets space (real estate, infrastructure, agriculture, and related areas). Investments will span both direct investments, co-investments, and fund investments.
• Apply investment judgment to screen and triage incoming investment opportunities, deciding which are worth deeper consideration.
• Prepare comprehensive investment memorandums for potential real asset investments to be presented to the investment committee. Each memorandum will include a detailed written report outlining the investment opportunity, financial analysis, and supporting exhibits to substantiate the investment thesis.
• Communicate effectively to manage relationships with investment partners, vendors and service providers, clients, and internal colleagues.
• Conduct research and outbound networking to identify and source new opportunities.
• Manage and monitor existing investments; help to make decisions on asset management and disposition strategies.
• Collaborate with other investment team colleagues as required on a variety of investment-related special projects.
• Collaborate with internal and external legal and operations colleagues to design and optimize investment structures and facilitate smooth investment operations and administration.
• Meet with clients to communicate about investment strategies and answer questions.
• Occasionally review and offer high level thoughts on client-sourced or client-owned investments.

• Bachelor’s degree in an analytical or scientific discipline from a highly regarded institution; advanced degree is preferred.
• At least two years of experience and familiarity with direct private investments and investment modeling, ideally including real assets exposure. Experience with funds and fund managers is a plus.
• Open to considering graduates from real estate Master’s programs completing their degree in 2025.
• Strong ability to think independently and be self-directed in a busy and rapidly evolving work environment. Ability to be a self-starter, assess priorities, and adjust workflow accordingly.
• Strong organizational skills. Ability to manage several projects and initiatives in parallel.
• Excellent analytical and modeling skills.
• Excellent oral and written communication skills. Experience in professional communication with clients and investment partners.
• Flexibility: ability to accommodate meetings and travel on relatively short notice as required to meet with investment partners, clients, and colleagues; willingness to occasionally work long hours when required by time-sensitive special projects.
• Strong desire to learn and grow as an investment professional; desire to work with a team of like-minded colleagues.

• Have investment experience at a PE/VC firm, real estate investment or development firm, investment bank, family office, foundation, endowment, investment consultant, or other relevant investment firm
• Have a strong interest in investments and portfolio management
• Have strong Microsoft Excel skills
• Are highly detail-oriented, accurate and self-motivated, but also able to see the “big picture”
• Are able to work well both independently and as part of a team
• Love taking on challenges and finding creative solutions
• Are very organized and can effectively manage competing priorities
• Can communicate effectively with a broad range of stakeholders and personalities, both verbally and in writing
• Are discreet in handling sensitive and confidential information

• Medical, dental & vision insurance – 100% of premium covered for employees
• 401k participation with employer contribution
• Generous paid time off 
• Commuter benefits program (pre-paid tax dollars towards your commute)
• Fitness Reimbursement
• Annual Professional Development and Mindfulness Stipend