Excel-Driven Real Estate Investment Analyst (PE)

Rise48 Equity; Scottsdale (AZ); On-site; USD 85,000 - 95,000; Full time

Benefits offered by this job

Competitive Compensation

401(k) Program

Generous paid time off

Collaborative team culture

Job summary

A private-equity-backed investment firm in Scottsdale is seeking an Investment Management Analyst to perform financial analysis and Excel-based modeling. The candidate should have 2–4 years in investment management or related fields and be skilled in advanced Excel functionalities. Responsibilities include building financial models, supporting budgeting and forecasting initiatives, and presenting financial insights. This role offers competitive compensation and opportunities for career growth within a collaborative team-oriented environment.

Qualifications

• 2–4 years of experience in real estate investment management, private equity, consulting, or public accounting.
• Experience supporting private-equity reporting and analysis.
• Ability to communicate financial insights to stakeholders.

Responsibilities

• Build and enhance complex Excel models to analyze property financials.
• Develop institutional-quality reporting packages and dashboards.
• Analyze cash flow, NOI growth, and return metrics.
• Assist with annual budgets and rolling forecasts.
• Evaluate renovation programs and capital projects.
• Prepare data-driven presentations for stakeholders.

Skills

Advanced proficiency in Microsoft Excel

Financial modeling

Analytical judgment

Performance analysis

Data synthesis

Job description

A private-equity-backed investment firm in Scottsdale is seeking an Investment Management Analyst to perform financial analysis and Excel-based modeling. The candidate should have 2–4 years in investment management or related fields and be skilled in advanced Excel functionalities. Responsibilities include building financial models, supporting budgeting and forecasting initiatives, and presenting financial insights. This role offers competitive compensation and opportunities for career growth within a collaborative team-oriented environment.