Investment Analyst

Beyond The Contract; Kansas City (MO); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision plans

401k with match

Professional development

Onsite gym

Catered lunches

Wellness programs

Generous PTO

HSA contributions

Job summary

NorthPoint Development is seeking an Investment Analyst to quantify financial performance of real estate investments and support the asset management plan. You will build complex models, analyze property-level data, and present findings to executives and investors.

The role requires a finance or accounting background, strong analytical and communication skills, and proficiency with Excel, Argus, and Yardi. In-office in Kansas City, MO with growth opportunities.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field/experience.
• Experience in financial analysis and investment research.
• Proficiency in financial modeling, forecasting, and data analysis.
• Excellent communication and presentation skills.
• Strong MS Excel, PowerPoint, and Word skills.
• Knowledge of real estate terminology, deal structures and waterfall models.
• Detail-oriented with strong organizational skills.
• Able to work collaboratively and independently.
• Proficiency with Argus and/or Yardi preferred; CFA candidacy a plus.

Responsibilities

• Develop and maintain complex financial models to underwrite acquisitions and guide asset management.
• Analyze property-level financials, market data, and economic trends to identify opportunities and risks.
• Prepare and present investment performance reports to senior management and partners.
• Collaborate with acquisitions, development, accounting, and property management teams during due diligence and investment execution.

Skills

Financial analysis

Investment research

Financial modeling

Forecasting

Data analysis

Excel

PowerPoint

Word

Argus

Yardi

CFA (candidate)

Education

Bachelor's degree in Finance or Accounting

Tools

Argus

Yardi

Job description

Go further with your career. We are always searching for exceptional people to join our companies. Take a look at our current opportunities below.

*This is an in-office role in Kansas City, MO.

Curious about a career with NorthPoint?

NorthPoint is a real estate developer that has grown through combining an entrepreneurial spirit and empowerment of its team members. We are looking to add an Investment Analyst to our growing team. The Investment Analyst team is responsible for quantifying the financial performance of our real estate investments and managing the financial business plan. The team supports the Asset Management team in day-to-day communication and reporting for our investors. Each member of the team is responsible for recurring responsibilities as well as ad hoc problem solving that will vary by the week. Every day at NorthPoint is a new challenge, so be prepared to tackle new problems every day! NorthPoint provides an inclusive environment that cultivates collaboration and mentorship. Our core values set the foundation of our culture and guide us in every business decision.

“We truly believe, and I’m convinced, we have some pretty incredible assets. But those assets have all come from our people.” - Nathaniel Hagedorn | CEO.

How We Put You First

At NorthPoint Development we ask a lot of our employees, which is why we give so much in return. In addition to your competitive salary, we offer market-leading benefits and perks:

• A selection of comprehensive medical, dental, and vision plans
• 401k with 100% match up to 6%, immediately vested upon enrollment
• Scholarships and paid professional development
• Robust Reimbursement Programs: Childcare, Tuition, Wellness Spending Account
• Onsite gym
• Mental Health Reimbursement
• $2,000 annual HRA and HSA contribution
• Free catered lunches every day + fully stocked kitchen
• Flexible Spending Account
• Living Generously program with 100% charitable contribution match

What You'll Do

• Develop and maintain complex financial models to underwrite new acquisitions, support development projects, and guide asset management strategy.
• Conduct in-depth analysis of property-level financial statements, market data, and economic trends to identify opportunities and risks.
• Prepare and present clear and concise reports on investment performance, market conditions, and strategic recommendations to senior management and external partners
• Collaborate with the acquisitions, development, accounting, and property management teams to conduct due diligence and assist in the execution of investment strategies.

Who You Are

• Bachelor's degree in Finance, Accounting, or related field/experience.
• Experience in financial analysis, investment research.
• Proficiency in financial modeling, forecasting, and data analysis.
• Excellent communication skills and the ability to present findings and recommendations.
• Strong proficiency in Microsoft Excel, PowerPoint and Word.
• Knowledge of real estate terminology, deal structures, waterfall models, and formation documents.
• Highly detail-oriented with exceptional organizational skills.
• Confident when interacting with all team members & outside parties.
• Able to work collaboratively as a team and independently.
• A proactive and resourceful individual eager to deepen their expertise in real estate asset and investment management and contribute to a growing portfolio.
• Experience with real estate private equity or asset management is a plus.
• Proficiency in Argus and/or Yardi is highly preferred.
• CFA charter holder or candidate is a plus.

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.