Job Opportunity: Investment Associate

Location: Rocky Mountain Region

Our client is a successful commercial real estate investment firm specializing in both private credit and private equity investments. The firm has completed more than 500 transactions with an aggregative value of approximately $2 billion. They have an exceptional track record of performance, with an IRR on realized investments over the past decade of ~20%.

In addition to its real estate investment strategy, the firm and/or affiliates own and operate various businesses that add significant long-term value to its projects. The firm has grown rapidly over the past few years, growing from about 25 employees to well over 200, and a similar growth trajectory is expected going forward.

Job Description:

This position plays a crucial role in analyzing potential acquisitions, monitoring portfolio assets, conducting market research, and providing actionable insights to support our investment strategies. The ideal candidate will have a solid background in financial modeling, investment analysis, a keen eye for detail, and strong analytical skills.

Job Responsibilities:

  • Investment Analysis: Conduct in-depth analysis of acquisition targets, including performance evaluation, risk assessment, and benchmarking. Develop financial models to forecast performance and identify trends.
  • Data Management: Collect, organize, and maintain large datasets related to market trends, investment performance, and financial metrics. Ensure data accuracy and integrity.
  • Reporting: Prepare comprehensive reports and presentations for senior management and stakeholders. Provide clear, actionable insights and recommendations based on analysis.
  • Market Research: Monitor financial markets, economic conditions, and industry developments. Provide regular updates and strategic insights on market trends and investment opportunities.
  • Collaboration: Work closely with portfolio managers, analysts, and other team members to support investment decision-making and strategy development. Take a lead role in managing and mentoring the analyst pool.
  • Process Improvement: Identify and implement enhancements to existing analytical processes and tools to improve efficiency and accuracy.

Qualifications:

  • Education: Bachelor's degree with a quantitative focus, such as Finance, Economics, or Mathematics; 3.5+ GPA required.


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