Experienced Investments Analyst

Location: Dallas, TX

Property Name

Fund Manager

Dallas, TX (Harwood District - In-Office) | Full-Time, Exempt

Overview

We are looking for an experienced Analyst to support the Investments team across all aspects of multifamily, industrial, and development acquisitions and asset management, overseeing the investment life cycle from acquisition to disposition. This position requires a strong ability to multitask and manage several projects simultaneously. The ideal candidate is a motivated self-starter with a desire to learn and grow in a fast-paced, collaborative environment.

Essential Functions

Underwrite potential acquisitions by analyzing historical financial statements and performing market research and analysis

Coordinate due diligence and closing processes

Create and prepare financial models and presentation materials for new and existing assets

Work in tandem with property management and operations teams to transition properties before closing

Conduct ad-hoc market research and reporting for potential new market acquisitions

Monitor and coordinate the execution of property business plans to optimize asset performance

Coordinate lender communication through the collection and distribution of monthly draw packages

Procure lien waivers and check copies from vendors and subcontractors for draw package submission

Assist Asset Managers with underwriting, rent roll analysis, trend analysis, and ad-hoc reporting

Produce weekly financial and leasing analysis reports

Compile market surveys and submarket reports as needed

Collect and distribute monthly and quarterly financial packages to lenders and equity partners

Maintain and update the portfolio construction budget tracker

Review general ledgers and code invoices to respective accounts

Perform other duties as assigned

Bachelor's degree in real estate, business, finance, economics, or a related field, or equivalent experience

High proficiency in financial modeling

Strong Microsoft Office skills, primarily Excel

1+ years relevant experience in commercial real estate preferred

Team-oriented and deadline-driven, with strong interpersonal, organizational, and communication skills

Communicates clearly and professionally with internal and external stakeholders under deadline pressure

Physical Demands and Work Environment

This role operates in a professional office environment and routinely uses standard office equipment. The position requires the ability to remain stationary for extended periods, operate a computer, and communicate by phone, video, and in person. Occasional travel to properties and markets may be required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

Compensation and Benefits

Eligible for a discretionary annual bonus based on individual and company performance

Competitive health, vision, and dental benefits

Flexible Time Off Plan

• 401(k) with company match
• Applicants must be authorized to work in the United States. Employment is contingent upon successful completion of a background check.
• Equal opportunity employer.