Experienced Investments Analyst

Fort Management; Dallas (TX); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Discretionary bonus

Health benefits

401(k) with company match

Job summary

Fort Management in Dallas, TX is seeking an experienced Investments Analyst to support multifamily, industrial, and development acquisitions and asset management. You will underwrite acquisitions, perform market research, and prepare financial models for assets across the investment life cycle.

The role requires strong CRE knowledge, financial modeling, and Excel proficiency, with collaboration across operations teams and lenders.

Qualifications

• Bachelor's degree in real estate, finance, economics, or related field.
• 1+ years of commercial real estate experience preferred.
• Strong Excel and financial modeling skills.
• Team-oriented and deadline-driven with strong interpersonal and communication skills.

Responsibilities

• Underwrite acquisitions by analyzing historical financials and market data.
• Coordinate due diligence and closing processes.
• Create financial models and presentation materials for assets.
• Collaborate with property management to transition assets pre-closing.
• Produce market research and reporting for potential acquisitions.
• Support asset managers with underwriting and reporting.

Skills

Financial modeling

Excel proficiency

Commercial real estate knowledge

Strong communication

Education

Bachelor's degree in real estate, finance, economics, or related field

Tools

Microsoft Excel

Job description

Property Name:Fund ManagerExperienced Investments AnalystDallas, TX (Harwood District - In-Office) | Full-Time, ExemptOverviewWe are looking for an experienced Analyst to support the Investments team across all aspects of multifamily, industrial, and development acquisitions and asset management, overseeing the investment life cycle from acquisition to disposition. This position requires a strong ability to multitask and manage several projects simultaneously. The ideal candidate is a motivated self-starter with a desire to learn and grow in a fast-paced, collaborative environment.Essential FunctionsUnderwrite potential acquisitions by analyzing historical financial statements and performing market research and analysisCoordinate due diligence and closing processesCreate and prepare financial models and presentation materials for new and existing assetsWork in tandem with property management and operations teams to transition properties before closingConduct ad-hoc market research and reporting for potential new market acquisitionsMonitor and coordinate the execution of property business plans to optimize asset performanceCoordinate lender communication through the collection and distribution of monthly draw packagesProcure lien waivers and check copies from vendors and subcontractors for draw package submissionAssist Asset Managers with underwriting, rent roll analysis, trend analysis, and ad-hoc reportingProduce weekly financial and leasing analysis reportsCompile market surveys and submarket reports as neededCollect and distribute monthly and quarterly financial packages to lenders and equity partnersMaintain and update the portfolio construction budget trackerReview general ledgers and code invoices to respective accountsPerform other duties as assignedQualificationsBachelor's degree in real estate, business, finance, economics, or a related field, or equivalent experienceHigh proficiency in financial modelingStrong Microsoft Office skills, primarily Excel1+ years relevant experience in commercial real estate preferredTeam-oriented and deadline-driven, with strong interpersonal, organizational, and communication skillsCommunicates clearly and professionally with internal and external stakeholders under deadline pressurePhysical Demands and Work EnvironmentThis role operates in a professional office environment and routinely uses standard office equipment. The position requires the ability to remain stationary for extended periods, operate a computer, and communicate by phone, video, and in person. Occasional travel to properties and markets may be required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.Compensation and BenefitsEligible for a discretionary annual bonus based on individual and company performanceCompetitive health, vision, and dental benefitsFlexible Time Off Plan401(k) with company matchAdditional InformationApplicants must be authorized to work in the United States. Employment is contingent upon successful completion of a background check.Equal opportunity employer.