Asset Management - Senior Analyst (Real Estate)

Coda Search│Staffing; San Francisco (CA); In loco; USD 115.000 - 175.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical insurance

Vision insurance

401(k)

Descrizione del lavoro

A leading private equity firm in San Francisco seeks a dedicated Associate/Senior Analyst to join their Asset Management Team. The successful candidate will handle underwriting entire deals, conduct financial analyses using Microsoft Excel and ARGUS, and support strategic growth opportunities. Candidates should have a strong background in asset management or private equity with at least 2 years of experience. Comprehensive benefits include medical and vision insurance, along with a 401(k) plan.

Competenze

• Minimum of 2+ years in Management Consulting, Valuations, Asset Management, or applicable experience.
• 2+ years of professional experience mandatory.
• Corporate Development, M&A, or Transaction Advisory experience is beneficial.
• ARGUS modeling experience required.

Mansioni

• Provide detailed due diligence on potential strategic growth opportunities.
• Create detailed financial analyses using Microsoft Excel and ARGUS.
• Prepare investment Committee research presentation materials.
• Coordinate transaction execution and deal closing with management.

Conoscenze

Financial modeling

Verbal communication

Written communication

Statistical analysis

Quantitative skills

Qualitative skills

Formazione

Top academic pedigree

Strumenti

Microsoft Excel

ARGUS

Descrizione del lavoro

Base Pay Range

$115,000.00/yr - $175,000.00/yr

Our client is a large well known Private Equity/Real Estate Firm that invests primarily in Real Estate and Real Estate related investments, currently seeking to add a highly motivated Associate/Senior Analyst to their growing Asset Management Team. This opportunity is very well suited for a Real Estate professional who has passion for Investing and is looking for end‑to‑end deal exposure. The ideal candidate will be responsible for underwriting entire deals, possessing superior modeling and written and verbal communication skills (Board Presentations).

This team touches deals within all Asset Classes (Real Estate) and encompasses the following responsibilities: full‑on portfolio management, research valuations, asset management, due diligence, investment research/pitch presentation, financial modeling and underwriting.

Responsibilities

• Provide detailed due diligence on potential strategic growth opportunities.
• Create detailed financial analyses utilizing both Microsoft Excel and ARGUS to evaluate prospective and existing investments.
• Review company financial performance, attribution analysis, financial review, and creation of detailed models.
• Prepare investment Committee research presentation materials.
• Coordinate all aspects of transaction execution and deal closing process with Senior Management/Board of Directors.
• Prepare investor communications, including but not limited to financial forecasts, reporting and financial estimates.
• Support potential acquisition recommendations through statistical analysis.
• Work with Compliance, Legal, and Marketing Teams.
• Oversee back‑testing of investments analytical framework and cash‑flow forecasts.

Requirements

• Minimum of 2+ years Management Consulting/Valuations/Asset Management/Research or applicable (Private Equity/Real Estate/Banking) experience.
• 2+ years of professional experience mandatory.
• Top academic pedigree.
• Corporate Development/M&A/Transaction Advisory/Asset Management experience.
• Advanced technical skills; strong quantitative and qualitative skills.
• ARGUS modeling experience required.
• Superior written and verbal communication skills.

Seniority Level

• Associate

Employment Type

• Full‑time

Job Function

• Analyst, Finance, and Consulting
• Venture Capital and Private Equity Principals, Real Estate, and Capital Markets

Benefits

• Medical insurance
• Vision insurance
• 401(k)