Investment Analyst (Hybrid)

Atlantic Group; Pennsylvania; Hybrid; USD 85,500 - 104,500; Full time

Benefits offered by this job

Bonus compensation

Job summary

A financial services firm is seeking an Investment Analyst (Hybrid) in Montgomery County, PA. The role involves conducting financial due diligence, building advanced financial models, and preparing investment materials. Candidates should have a Bachelor’s degree and 2-5 years of relevant experience, along with proficiency in Excel. The company offers competitive compensation, including a salary and bonuses. This position supports real estate investment underwriting and transactions in a dynamic environment.

Qualifications

• 2–5 years of experience in real estate investment or financial analysis.
• Familiarity with commercial real estate investment analysis across asset classes.
• Ability to manage multiple projects in a fast-paced investment environment.

Responsibilities

• Conduct financial due diligence and underwriting analysis.
• Build and maintain financial models for investment performance.
• Prepare investment memorandums and recommendations.
• Support closing process and coordinate third-party consultants.
• Monitor performance of existing investments through asset management reporting.

Skills

Analytical thinking

Attention to detail

Communication skills

Advanced proficiency in Microsoft Excel

Proficiency in PowerPoint

Proficiency in Word

Education

Bachelor's degree in Finance, Real Estate, Economics, Accounting, Mathematics, Engineering or related field

Job description

Job Overview

Job Overview – Investment Analyst (Hybrid). Compensation: $95,000/year + bonus. Location: Montgomery County, PA. Schedule: Monday to Friday (Hybrid). Atlantic Group is hiring an Investment Analyst (Hybrid) in Montgomery County, PA for our client, supporting real estate investment underwriting, financial modeling, and acquisitions analysis. In this role, you will conduct financial due diligence, build investment models, and prepare investment materials to support acquisitions and lending decisions. You will partner with senior investment professionals to evaluate opportunities and support transaction execution using advanced Excel financial modeling.

Responsibilities

• Investment Underwriting: Conduct financial due diligence and underwriting analysis on prospective real estate investment opportunities.
• Financial Modeling & Valuation: Build and maintain detailed financial models to evaluate investment performance, valuation assumptions, and credit risk.
• Investment Committee Materials: Prepare investment memorandums and deal summaries presenting financial analysis and investment recommendations.
• Transaction Execution: Support the closing process by coordinating third-party consultants, preparing closing statements, and managing transaction checklists.
• Portfolio Monitoring: Track the performance of existing investments through asset management reporting and ongoing portfolio analysis.

Qualifications

• Education: Bachelor’s degree in Finance, Real Estate, Economics, Accounting, Mathematics, Engineering, or a related analytical field is required.
• Experience: 2–5 years of experience in real estate investment, acquisitions, private equity, brokerage, lending, or real estate financial analysis is required.
• Industry Knowledge: Familiarity with commercial real estate investment analysis across asset classes such as multifamily, student housing, hospitality, industrial, or mixed-use properties is preferred.
• Technical Skills: Advanced proficiency in Microsoft Excel including financial modeling, valuation analysis, and investment underwriting is required, and proficiency in PowerPoint and Word is preferred.
• Skills & Attributes: Demonstrates strong analytical thinking, attention to detail, and communication skills with the ability to manage multiple projects in a fast-paced investment environment.

Application Notice

Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.