Investment Analyst

CFS; Murfreesboro (TN); Remote; USD 77,000 - 94,000; Full time

Benefits offered by this job

Employer-paid family insurance

401k match

Job summary

CFS is seeking an Investment Analyst to support growth in the REIT sector. The role is fully remote in the United States and offers up to $85,000 plus bonus.

The position emphasizes financial modeling, market research, and due diligence to identify growth opportunities and inform strategic investment decisions. The analyst will evaluate opportunities, prepare summaries, and track industry trends, leveraging AI tools and advanced data analysis to enhance reporting and workflow efficiency.

Qualifications

• Bachelor's degree required or equivalent in finance/real estate/economics/business.
• 1–3 years of experience in finance, real estate, investment research, consulting, or business development.
• Experience with financial modeling, underwriting, CRM systems, or investment databases.
• Familiarity with AI tools, data analytics, and workflow automation.

Responsibilities

• Analyze investment opportunities via financial analysis, market research, and due diligence.
• Prepare investment summaries, company profiles, and materials for internal decisions.
• Research industry trends, transactions, and potential partners within the senior housing sector.
• Track business development activity and maintain accurate pipeline data.
• Leverage AI, Excel, and data tools to improve research, reporting, and workflow efficiency.

Skills

Financial analysis

Market research

Due diligence

Data analytics

Investment insights

Education

Bachelor's degree in Finance, Real Estate, Economics, Business

Tools

CRM systems

Investment databases

Excel

Job description

Investment Analyst - REIT Industry - 100% Remote - Up to $85,000 + Bonus - 100% Employer Paid Family Insurance - Growth - Permanent Direct Hire

My client, a publicly traded real estate company for over 25 years, is adding an Investment Analyst to support growth. The company has tenured employees and great benefits, including 100% employer paid family insurance and 401k match. Salary goes up to $85,000 + bonus. This is a permanent direct hire and is fully remote.

Overview

This role will help identify and evaluate potential growth opportunities and turn market and company data into useful investment insights.

Key Responsibilities Of The Investment Analyst

• The Investment Analyst will analyze investment opportunities through financial analysis, market research, and due diligence.
• Prepare investment summaries, company profiles, and materials for internal decision-making.
• Research industry trends, transactions, and potential partners within the senior housing sector.
• Track business development activity and maintain accurate pipeline data.
• Leverage AI, Excel, and data tools to improve research, reporting, and workflow efficiency.

Qualifications Of The Investment Analyst

• Bachelor's degree in Finance, Real Estate, Economics, Business, or a related field.
• 1-3 years of experience in finance, real estate, investment research, consulting, or business development.
• Experience with financial modeling, underwriting, CRM systems, or investment databases.
• Familiarity with AI tools, data analytics, and workflow automation.