Analyst/Associate, Investments & Portfolio Management

RCLCO; Washington (District of Columbia); Hybrid; USD 70,000 - 115,000; Full time

Benefits offered by this job

Hybrid schedule

Healthcare coverage

Vacation and wellness leave

Family planning benefits

Employer-paid family leave

Education stipend

Commuting stipend

Cell phone stipend

Wellness program

401(k)

FSA or HSA

In-office lunches

Job summary

RCLCO Fund Advisors (RFA), a division of RCLCO, seeks qualified Analysts and Associates for our Investments & Portfolio Management team. The role will be based in Los Angeles, San Francisco, Denver, or Washington, D.C., and involves underwriting new investments, analyzing opportunities, evaluating partners, and preparing reports for the Investment Committee.

The ideal candidate has a bachelor’s degree in real estate, finance, or economics, with quantitative analysis experience and strong Excel

Qualifications

• Bachelor’s degree in real estate, finance, economics, or with a demonstrated interest in quantitative analysis in the real estate industry.
• Work experience requiring quantitative analysis, either through internships or in private/public sector.
• Proficiency in Word and PowerPoint, and Excel for financial modeling.

Responsibilities

• Underwriting new investments on behalf of institutional investors across multiple property types and locations.
• Analyzing investment opportunities in operating companies, separate accounts, programmatic joint ventures, and funds.
• Evaluating potential investment partners based on track records, strategies, pipelines, financial structures, and management interviews.
• Researching and developing knowledge of industry trends and participants.
• Reviewing existing assets and preparing reports for Investment Committee.

Skills

Quantitative analysis

Excel modeling

Written and verbal communication

Attention to detail

Problem solving

Underwriting experience

Education

Bachelor’s degree in real estate, finance, economics

Tools

Excel for financial modeling

Microsoft Word

PowerPoint

Job description

RCLCO Fund Advisors (“RFA”), a division of RCLCO, is a SEC Registered Investment Advisor and leading real estate investment consulting firm that advises some of the world’s largest pension funds, sovereign wealth funds, and institutional investors. Providing tailored investment solutions by leveraging its deep understanding of market dynamics, RFA assists its clients in the implementation of their real estate strategy through the allocation and management of real estate capital across all real estate strategies and property types. RFA currently has approximately $88 billion of assets under advisement and has advised on over $11 billion of equity investments for its clients.

RFA builds upon our decades of experience and renowned expertise in applied real estate analysis to address the important and unique issues regarding real estate investing faced by institutional investors, including:

• Developing strategies that maximize value throughout the cycle through the development and implementation of investment ideas, pacing plans, policies, and risk management systems;
• Providing high quality and forward-looking investment analyses, including review of buildings, separate accounts, and funds and programmatic joint ventures that will provide superior risk- adjusted investment returns;
• Developing and implementing asset monitoring systems that identify and manage risk in existing portfolios on a timely basis to maximize value; and
• Providing strategic thinking regarding investment analyses, portfolio construction, and management through presentations, articles, and custom work for clients.

Position Summary

RFA seeks qualified and experienced Analysts and Associates for our Investments & Portfolio Management team. The position will be based in Los Angeles, San Francisco, Denver, or Washington, D.C.

Key Job Responsibilities

• Underwriting new investments on behalf of institutional investors (comprising over $50 billion in invested real estate equity) across multiple property types and locations, including the review of cash flow assumptions, pricing, fees, and preparation of discounted cash flow models including complex waterfall fee structures;
• Analyzing investment opportunities in operating companies, separate accounts, programmatic joint venture, and funds;
• Evaluating potential investment partners based on track records, strategies, pipelines, financial and operating structures, and management interviews;
• Research and develop knowledge of industry trends and participants;
• Reviewing existing assets, including investment performance reporting, hold/sell analyses, budget reviews, capital plans, restructuring analyses, and appraisal reviews; and
• Preparing reports and presentations to communicate key findings and recommendations to Investment Committee and clients

Preferred Qualifications

• Bachelor’s degree in real estate, finance, economics, or with a demonstrated interest in quantitative analysis in the real estate industry;
• Work experience requiring quantitative analysis, either through multiple internships or working in the private/public sector;
• Proficiency in Microsoft Office applications including Word and PowerPoint, and particularly in the use of Excel for financial modeling and analysis;
• Excellent written and verbal communication skills;
• Demonstrated knowledge of commercial real estate underwriting and valuation, and
• Ability to structure quantitative and qualitative problem-solving approaches, and attention to detail and accuracy
• Years of experience - for Analysts: 1-3 years; Associates: 3-6 years

Our benefits package includes

• Hybrid schedule flexibility, with team members in the office three days per week and the option to work fully remote 4 weeks each year
• 100% paid healthcare for employees, including dental and vision insurance (with the option to upgrade plans and add dependents at team member's expense)
• Competitive vacation and wellness/sick time provided annually
• Family planning and fertility benefits
• Employer-paid family leave after one year of employment
• Employee stipend for continuing education and professional development
• Commuting stipend for team members not driving to work
• Cell phone stipend
• Wellness benefits such as an Employee Assistance Program, standing desks available to all team members, walking pads, and healthy snacks supplied in each office location
• Annual employer contribution to 401(k)
• Option to participate in FSA or HSA
• In-office lunches and social events on a regular basis

Compensation: Depending on title/experience, estimated base salary range: $70-115K, plus annual bonus.

Equal Opportunity Employer - Drug-Free Workplace

RCLCO is committed to cultivating a working environment that respects and values individuals from a broad range of backgrounds and experiences.