Investment Analyst

Career Group; Miami (FL); On-site; USD 90,000 - 140,000; Full time

Job summary

Career Group seeks an Analyst/Associate to join its investment team in Miami, focusing on underwriting, deal execution, and portfolio management for large-scale mixed-use developments in South Florida.

The role offers exposure to the full deal lifecycle from sourcing through closing and ongoing asset management, with compensation aligned to experience and performance. On-site in Miami, FL 33137, five days a week.

Qualifications

• 2–4 years of experience in real estate investment banking, private equity, development, or related field.
• Bachelor's degree in finance, real estate, economics, or related discipline.
• Advanced financial modeling and Excel skills, with a strong command of real estate underwriting concepts and capital structures.
• Exceptional analytical, written, and verbal communication skills with rigorous attention to detail.
• Entrepreneurial and self-directed, comfortable managing competing priorities in a lean, fast-moving environment.
• Genuine enthusiasm for the South Florida market and a desire to build a long-term career in real estate investing.

Responsibilities

• Build and maintain sophisticated financial models, development pro formas, waterfall structures, and returns analyses for acquisition and development opportunities.
• Lead market, demographic, and competitive research to sharpen underwriting assumptions and support investment theses.
• Author investment committee memoranda and prepare materials for lenders, equity partners, and senior leadership.
• Drive due diligence across legal, financial, and physical workstreams, coordinating with third-party advisors and consultants.
• Support capitalization efforts, including debt and equity sourcing, term sheet review, and lender/partner relations.
• Monitor portfolio performance, track budgets and timelines, and contribute to asset management reporting.
• Support investor relations, including quarterly reporting packages, investor updates, capital account statements, and LP inquiries.

Skills

Financial modeling

Excel skills

Market research

Communication skills

Attention to detail

Entrepreneurial mindset

Real estate investing

Education

Bachelor's degree in finance, real estate, economics

Tools

Excel

Job description

A leading real estate investment and development firm with an active pipeline across South Florida is seeking a high-caliber Analyst/Associate to join their investment team. The firm oversees a portfolio of large-scale mixed-use development projects in Miami.

This role would be 5 days a week on-site in Miami, FL- 33137.

The Role:

This Senior Analyst/Junior Associate role is a core position on the investment team, with ownership across underwriting, deal execution, and portfolio management. It's a high-visibility seat with direct access to senior leadership and exposure to the full deal lifecycle- from sourcing through closing and ongoing asset management. Compensation will be structured to match the caliber of candidate and experience level.

Key Responsibilities:

• Build and maintain sophisticated financial models, development pro formas, waterfall structures, and returns analyses for acquisition and development opportunities


• Lead market, demographic, and competitive research to sharpen underwriting assumptions and support investment theses


• Author investment committee memoranda and prepare materials for internal and external stakeholders, including lenders, equity partners, and senior leadership


• Drive due diligence across legal, financial, and physical workstreams, coordinating with third-party advisors and consultants


• Support capitalization efforts, including debt and equity sourcing, term sheet review, and lender/partner relations


• Monitor portfolio performance, track budgets and timelines, and contribute to asset management reporting


• Support investor relations, including quarterly reporting packages, investor updates, capital account statements, and LP inquiries

Qualifications:

• 2–4 years of experience in real estate investment banking, private equity, development, or a related field; candidates completing a structured analyst program in New York and open to relocating to Miami are strongly encouraged to apply


• Bachelor's degree in finance, real estate, economics, or a related discipline; strong academic record required


• Advanced financial modeling and Excel skills, with a strong command of real estate underwriting concepts and capital structures


• Exceptional analytical, written, and verbal communication skills with rigorous attention to detail


• Entrepreneurial and self-directed, comfortable managing competing priorities in a lean, fast-moving environment


• Genuine enthusiasm for the South Florida market and a desire to build a long-term career in real estate investing