Senior Analyst Real Estate

Description

Raleigh Enterprises is a family office focused on real estate ownership, development, and management, with a diversified portfolio and an emphasis on long-term investment value.

Job Summary

The Senior Analyst works with the CIO and executive team to evaluate investments and optimize asset performance through underwriting, financial modeling, due diligence, and asset management. The analyst leads analysis and makes recommendations; executive leadership retains investment commitments and material approvals.

In a lean team, the analyst owns analytical work, develops repeatable processes, and connects investment projections with Finance’s planning needs. Success requires judgment, curiosity, accountability, and adaptability.

Essential Duties and Core Responsibilities: include the following. Other duties may be assigned.

Investment Analysis and Due Diligence

Lead underwriting for property investments, joint ventures, limited and general partner interests, platform investments, secondaries, and lending opportunities.

Build and maintain financial models covering acquisitions, development, redevelopment, dispositions, and refinancing, including cash flow projections, debt schedules, and partnership waterfalls.

Evaluate valuations and returns using discounted cash flow, capitalization rates, internal rate of return, and equity multiples; test assumptions through sensitivity and downside analyses.

Conduct market research and coordinate due diligence, reviewing leases, operating results, financing terms, agreements, and third-party reports.

Prepare investment memoranda and presentations detailing the investment thesis, assumptions, financing, projected returns, and material risks.

Asset Management and Portfolio Performance

Partner with the CIO to improve financial outcomes for owned assets and formalize asset management processes, business plans, budgets, forecasts, and capital expenditure plans.

Maintain models for existing assets; analyze operating performance, budget variances, occupancy, net operating income, cash flow, and relevant property-specific indicators.

Evaluate leasing alternatives, prospective tenant creditworthiness, lease rollover exposure, tenant improvements, renovations, and capital projects; develop valuations and hold, sell, and refinance analyses.

Oversee and evaluate third-party property managers against financial reporting standards, budgets, service expectations, approved business plans, and management agreements; recommend improvements.

Identify and communicate major lease expirations, loan maturities, capital funding requirements, and other significant asset milestones to senior leadership and Finance.

Finance Coordination and Portfolio Reporting

Connect Investments and Finance by delivering timely, reliable asset and financing projections for financial planning and analysis.

Support budgeting, cash flow and liquidity forecasts, treasury, and capital allocation as assigned by the CIO; investment analysis and asset management remain the primary focus.

Conduct monthly asset reviews, prepare quarterly portfolio reports and presentations, and coordinate annual business plan updates; reconcile data with Accounting and Finance.

Assist with lender and investor reporting, covenant analysis, and financing evaluations in collaboration with the CIO and Finance.

Processes Technology and Special Projects

Maintain documented modeling, asset management, and due diligence standards that can be used to train future team members.

Help expand the effective use of technology, including AI, to improve research, analysis, reporting, and corporate efficiency.

Lead CIO-assigned projects involving investments, asset performance, or corporate operations, while prioritizing core investment and asset management deliverables.

Promote accountability, collaboration, and results; manage competing priorities and follow projects through to completion.

Requirements

Required Qualifications

• At least three years of real estate investment experience with demonstrated success in underwriting, financial analysis, or asset management.
• Bachelor’s degree in finance, real estate, accounting, economics, business, or a related field.
• Advanced Excel proficiency and the ability to independently design, build, validate, and explain sophisticated financial models.
• Strong understanding of real estate value drivers, investment returns, property financial statements, lease economics, and financing structures.
• Familiarity with leases, operating agreements, property management agreements, loan agreements, and related real estate contracts.
• Strong written communication, presentation skills, attention to detail, and discretion with confidential information.
• Ownership, adaptability, and initiative in structured and unstructured environments; motivation to learn and use technology to improve results.

Preferred Qualifications

• Five or more years of relevant experience, including independent underwriting and asset analysis.
• Institutional real estate investment experience or experience with a family office or owner-operator managing multiple asset types.
• Hotel underwriting experience and exposure to joint ventures, development, renovation, or complex investment structures.
• Familiarity with ARGUS Enterprise, Power BI, real estate research platforms, or AI-assisted analytical workflows.
• Physical and Work Requirements
• Work at a computer for extended periods, with sitting or standing as appropriate; review detailed financial data, use a keyboard and mouse, and operate standard office equipment.
• Communicate effectively with colleagues and external business partners in person, by telephone, and through electronic platforms.
• Visit properties as needed, including walking through buildings and grounds, using stairs, and navigating uneven surfaces or active renovation areas with appropriate site precautions.
• Work primarily in an office, with limited business travel and occasional schedule flexibility to meet transaction and reporting deadlines.
• Essential job functions may be performed with or without reasonable accommodation.

Compensation

$120,000 - $140,000

As a regular full-time employee, you will be eligible to participate in the Company’s discretionary quarterly bonus plan ("Bonus Plan"), which will be based on the overall business performance metrics of the Company resulting in a potential additional 20% of your annual base salary.