Analyst - Investments

WPT Capital Advisors; Minneapolis (MN); On-site; USD 60,000 - 90,000; Full time

Job summary

WPT Capital Advisors in Minneapolis, MN is seeking an analyst to support acquisition, development and disposition activities. You will build underwriting models, prepare investment memoranda, and assist with due diligence on transactions.

The role requires 0–2 years of relevant experience and strong Excel/Office skills. You will also help with portfolio analysis, updates to internal reports, and integration of AI tools to speed up data processing while ensuring accuracy against source documents.

Qualifications

• Bachelor's degree or equivalent in finance, real estate or related field.
• 0–2 years of financial or real estate experience; recent graduates encouraged to apply.
• Strong attention to detail and organizational skills.
• Ability to analyze qualitative and quantitative information.
• Proficiency with MS Office; familiarity with Argus is a plus.

Responsibilities

• Create detailed financial models to analyze investment opportunities, including IRR, NPV and cash flow analysis.
• Prepare and help present investment memoranda and supporting documentation for investment committees and external investors.
• Attend meetings to review investment pipeline and discuss prospects.
• Assist with due diligence on acquisitions and developments, including lease reviews and third-party reports.
• Utilize AI tools to accelerate underwriting, document review, and memo drafting, while verifying outputs against source data.
• Develop portfolio analyses and modeling for investment vehicles managed by the firm.
• Support reporting and databases focused on WPT's portfolios.

Skills

Attention to detail

Analytical skills

Verbal and written communication

Time management

Team player

Education

Bachelor's Degree in Real Estate, Finance, Economics or related field

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Argus Enterprise

Job description

WPT Capital Advisors (“WPT”) is seeking an analyst to join its investment team in Minneapolis, MN and support all aspects of WPT’s acquisition, development, and disposition activities. Primary job responsibilities include creating underwriting models for potential investments, preparing materials for internal and external meetings, assisting with due diligence on transactions, creating and maintaining forecast models for investment vehicles managed by WPT, and providing any additional support needed by the investment team and executive management. Competitive compensation will be paid commensurate with each candidate’s experience level.

About our Business

WPT is a real estate development and investment management firm focused on the U.S. industrial warehouse and distribution sector.WPT operates a fully integrated management platform with a long history in all facets of industrial real estate, investing across diverse strategies through both public and private investment vehicles. Headquartered in Minneapolis, MN with investment teams in California, Colorado, & New Jersey, WPT currently manages approximately US$3 billion of assets on behalf of various global investment partners.

Primary Responsibilities

• Create detailed financial models to analyze the firm’s investment opportunities, including IRR calculations, equity multiple calculations, discounted cash flow and NPV analysis, promote calculations and associated cash flow waterfalls
• Author, prepare and help present, at the direction of the investment team, detailed investment memoranda and supporting documentation for presentation to the firm’s various investment committees and external investors
• Attend regular meetings and conference calls to review the firm’s investment pipeline and discuss prospective investments in detail
• Assist Asset Management with comprehensive due diligence on new acquisitions and developments, including: reviewing and summarizing third-party reports, performing lease reviews, and ensuring the accuracy of financial and Argus models
• Use AI tools to accelerate underwriting, document review, and investment memo drafting, and help build and refine the team’s AI-enabled workflows, independently verifying all outputs against source documents and models
• Prepare detailed portfolio analysis and modeling of the various investment vehicles managed by the company
• Manage the preparation and updating of reports and databases focused on WPT’s portfolios
• Assist the firm’s accounting and finance staff with its new investment onboarding and valuation processes
• Develop an understanding of industrial real estate, market dynamics and real estate fundamentals, contract negotiation, and lease terminology
• Stay informed of current industry and market trends, and maintain a detailed database of a competitive set of lease and sale transaction data
• Build and maintain a network of commercial real estate professionals

Supervisory Responsibilities

None.

Qualifications

Required

• Bachelor’s Degree in Real Estate, Finance, Accounting, Economics or related field.
• 0 to 2 years of relevant financial or real estate experience; recent graduates and candidates graduating in 2027 are encouraged to apply.
• Exceptional attention to detail and organizational skills
• Ability to analyze qualitative and quantitative information
• Advanced computer skills, specifically Microsoft Office Suite (including Excel, Word, PowerPoint and Outlook)
• Understanding of real estate and finance terminology
• Well-developed verbal and written communication skills
• Self-starter with an ability to work independently and within a team; interacting effectively with both internal and external business partners
• Ability to multi-task, work successfully under pressure, and effectively prioritize and manage time and workload
• A desire to work within a diverse, collaborative and driven professional environment

Preferred

• Working knowledge of Argus Enterprise
• Demonstrated use of AI tools (e.g., Claude, ChatGPT, Copilot) in academic or professional work, with the judgment to check outputs for accuracy; experience with Python, SQL, or Excel automation is a plus

The work will be performed within an office setting.Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

EEO STATEMENT

As an Equal Opportunity Employer, we hire without consideration to race, religion, creed, color, national origin, age, gender, sexual orientation, marital status, veteran status or disability.

Best Representation Statement

This job description is written to the best of our knowledge as of the date of this document. All job descriptions are subject to change without notice based on business needs.