Investment Analyst

Pacific Hospitality Group; Irvine (CA); On-site; USD 80,000 - 85,000; Full time

Job summary

Pacific Hospitality Group is looking for an Investment Analyst in Irvine, CA, to support investor relations and asset management initiatives. The role involves debt originations, financial modeling, and coordinating with various departments. Ideal candidates will have 2-4 years of related experience and a Bachelor's degree in finance or a related field.

This position offers a chance to engage in meaningful work within a company committed to integrity and long-term growth. Common attributes include detail-oriented skills and a strong ability to communicate effectively.

Qualifications

• 2–4 years of experience in finance, real estate, asset management, or private equity.
• Strong understanding of financial statements and hotel-level operating metrics.
• Detail-oriented with strong organizational and project management skills.

Responsibilities

• Support execution of debt originations and refinances across the portfolio.
• Assist in preparing investment memorandums and investor reporting packages.
• Conduct market and capital markets research to inform financing strategy.

Skills

Financial modeling

Analytical capabilities

Advanced Excel proficiency

Strong communication

Organizational skills

Education

Bachelor’s degree in finance, Real Estate, Accounting, or related field

Tools

Excel

PowerPoint

Job description

## Investment AnalystApplylocations: Pacific Hospitality Group – Irvine, CAtime type: Full timeposted on: Posted Yesterdayjob requisition id**Pacific Hospitality Group provides a unique value proposition to investors and team members through our owner/operator approach. We are a family focused company committed to long term holds that enable us to grow our business and our team members. Our vision is to enrich people’s lives by offering memorable experiences, giving back to our communities and honoring God in all that we do. We are focused on long-term value creation and sustainable growth.****Our Guiding Principles:****Integrity, Compliance, Value Creation, Principled Entrepreneurship, Customer Focus, Knowledge, Change, Humility, Respect, & Fulfillment**The salary range for this opportunity is $80,000 to $85,000.The Investment Analyst will play a key role in supporting Pacific Hospitality Group’s investor relations, asset management, and financing initiatives. As part of the Capital Markets & Investments team, this position will work cross-functionally with Accounting, Operations, and Legal to support asset oversight, refinances, lender and investor reporting, and new investment underwriting.This role is designed for a high-performing analyst seeking meaningful exposure to capital structuring, asset-level strategy, and investor engagement within a vertically integrated owner/operator platform.**What You Will Accomplish*** Support execution of debt originations and refinances across the portfolio, including lender outreach, underwriting analysis, and financing presentations* Assist in preparing investment memorandums, equity decks, and investor reporting packages* Contribute to asset-level performance analysis and strategic decision-making* Maintain and enhance investor reporting schedules and performance summaries* Build and refine financial models for acquisitions, refinances, developments, and portfolio analysis* Coordinate due diligence efforts with legal, accounting, and third-party consultants* Support quarterly and ad hoc investor communications* Monitor compliance with loan covenants and lender reporting requirements* Conduct market and capital markets research to inform financing strategy* Take initiative in solving complex problems by independently researching, analyzing, and presenting thoughtful solutions**What You Will Bring*** 2–4 years of experience in finance, real estate, asset management, private equity, or related field* Strong financial modeling and analytical capabilities* Advanced proficiency in Excel and PowerPoint* Strong understanding of financial statements and hotel-level operating metrics* Bachelor’s degree in finance, Real Estate, Accounting, or related field* Ability to communicate effectively with lenders, investors, and internal stakeholders* Detail-oriented with strong organizational and project management skills* Highly organized with strong attention to detail and the ability to manage multiple concurrent deadlines* High level of intellectual curiosity and ownership mindset, with a demonstrated ability to independently research issues, connect dots, and propose actionable solutions**Great If you have*** Hospitality or hotel asset management experience* Exposure to debt placement or refinancing processes* Experience preparing investor reporting packages* Knowledge of loan documents, term sheets, and covenant structures* Experience leveraging AI tools to improve workflow efficiency, including building or utilizing Custom GPTs, automating reporting processes, or streamlining financial analysis tasks* Demonstrated curiosity around emerging technologies and process optimization-*We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity, or expression, or any other characteristic protected by federal, state, or local laws.**This policy applies to all terms and conditions of employment including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.*### Join Our Team*At Pacific Hospitality Group, we believe in empowering team members as entrepreneurial thinkers who create value through integrity, vision, humility, and personal accountability. Guided by the principles of Principled Entrepreneurship, we foster an environment where individuals are encouraged to challenge the status quo, act with purpose, and take ownership of their impact. We support our team in discovering their unique gifts, continuously growing their capabilities, and contributing meaningfully—not just to our business, but to the lives of our guests, communities, and one another. If you're ready to grow with a team that values fulfillment and humility, start your journey with us—discover the opportunities waiting for you at Pacific Hospitality Group.*