About the Company
We are representing a rapidly growing, privately held real estate investment firm with a national footprint and a focus on multifamily property acquisitions, turnarounds, and long-term portfolio optimization.
About the Role
We are seeking a highly analytical, Excel-savvy Investment Management Analyst to join a lean but powerful investment team. This role is ideal for someone with a strong FP&A background, who is eager to roll up their sleeves and contribute across the full investment lifecycle-from underwriting and transaction execution to financial planning and cash management for active assets.
This is not a structured plug-and-play job. It's a high-impact opportunity to own your workflow, build reporting frameworks from scratch, and work directly with senior leadership, including the CEO. If you're looking for upward mobility, visibility, and a chance to grow with an agile investment firm, this is it.
Key Responsibilities
45% Financial Planning & Analysis (FP&A)
- Develop and monitor property-level budgets
- Produce performance reports and board presentations
- Drive forecasting and scenario modeling to support portfolio decisions
20% Transaction Execution
- Support due diligence and closing processes
- Coordinate cross-functional transaction workstreams
- Prepare investment memos and materials
15% Underwriting
- Build and manage financial models for new acquisitions
- Analyze market data, comps, and demographic trends
- Assess investment viability and strategic fit
15% Cash Management
- Conduct liquidity analysis and monitor capital flows
- Partner with Asset Management to optimize fund performance
Additional Duties:
- Collaborate with construction, HVAC, and other verticals within the firm
- Prepare investor materials and financial insights for leadership
- Shape SOPs and help build scalable internal processes
Who You Are
- 3-5 years in Investment Management, FP&A, Corporate Development, or Transaction Advisory
- Proficiency in advanced Excel modeling (this is a must)
- Experience in real estate (especially multifamily) strongly preferred
- Proactive, organized, and naturally curious-you dig into data and come up with smart solutions
- Comfortable in ambiguity; you'll be building as you go
- Strong communicator who can translate numbers into insights
- Comfortable in a direct, entrepreneurial environment
Culture & Perks
- Fast-moving and highly collaborative team
- Visible role with direct access to the CEO and executive team
- Emphasis on personal and professional development
- Leadership that teaches, not micromanages
- Culture-first organization-people choose to be here, not just for the paycheck
Compensation & Benefits
- Competitive base salary ($70-90k)
- Discretionary annual bonus (10-20%)
- Unlimited PTO
- Full medical, dental, vision coverage
- 401(k) with 4.5% blended match
- Regular team events and appreciation perks
- Significant opportunity for advancement