Investment Management Analyst

Rise48 Equity; Scottsdale (AZ); On-site; USD 85,000 - 95,000; Full time

Benefits offered by this job

Competitive Compensation

401(k) Program

Generous paid time off

Collaborative team culture

Job summary

A private-equity-backed investment firm in Scottsdale is seeking an Investment Management Analyst to perform financial analysis and Excel-based modeling. The candidate should have 2–4 years in investment management or related fields and be skilled in advanced Excel functionalities. Responsibilities include building financial models, supporting budgeting and forecasting initiatives, and presenting financial insights. This role offers competitive compensation and opportunities for career growth within a collaborative team-oriented environment.

Qualifications

• 2–4 years of experience in real estate investment management, private equity, consulting, or public accounting.
• Experience supporting private-equity reporting and analysis.
• Ability to communicate financial insights to stakeholders.

Responsibilities

• Build and enhance complex Excel models to analyze property financials.
• Develop institutional-quality reporting packages and dashboards.
• Analyze cash flow, NOI growth, and return metrics.
• Assist with annual budgets and rolling forecasts.
• Evaluate renovation programs and capital projects.
• Prepare data-driven presentations for stakeholders.

Skills

Advanced proficiency in Microsoft Excel

Financial modeling

Analytical judgment

Performance analysis

Data synthesis

Job description

Overview

Your Next Big Opportunity in Private-Equity-Backed Multifamily Real Estate Starts Here

Are you ready to take your real estate investment career to the next level? Rise48 Equity is a private-equity-backed multifamily investment and asset management firm focused on acquiring, repositioning, and maximizing value across high-growth U.S. markets. We are seeking a highly analytical, Excel-driven Investment Management Analyst to play a critical role in portfolio-level asset management, financial modeling, and new acquisition underwriting.

This role is ideal for someone who thrives in a private-equity environment, is deeply comfortable working in advanced Microsoft Excel models, and wants exposure to institutional-quality analysis, reporting, and decision-making.

Why Rise48 Equity?

At Rise48 Equity, we don’t just invest in properties—we deploy institutional capital with a private-equity mindset to create durable, risk-adjusted returns for our investors. With a proven track record across high-growth Sunbelt markets, our platform blends data-driven underwriting, hands-on asset management, and disciplined capital allocation.

You’ll work directly with a seasoned executive team, gain visibility into fund-level and asset-level decision-making, and contribute to high-impact transactions at a firm that values precision, accountability, and analytical excellence.

Apply here: https://go.cultureindex.com/s/GCbQq1Jche

What You’ll Do

As an Investment Management Analyst, you will be deeply involved in financial analysis, Excel-based modeling, and performance optimization across our multifamily portfolio, while supporting new acquisition underwriting. Key responsibilities include:

• Advanced Financial & Performance Analysis: Build, maintain, and enhance complex Excel models to analyze property-level and portfolio-level financials, identify variance drivers, and surface value-creation opportunities.
• Excel-Driven Reporting & Insights: Develop institutional-quality reporting packages, dashboards, and ad-hoc analyses using advanced Excel functions (e.g., XLOOKUP, INDEX/MATCH, SUMIFS, dynamic arrays, pivot tables) to support internal leadership and investor communications.
• Private-Equity Portfolio Management: Analyze rent rolls, operating statements, lease data, and capital expenditures to evaluate cash flow, NOI growth, and return metrics within a private-equity ownership framework.
• Budgeting, Forecasting & Re-Underwriting: Assist with annual budgets, rolling forecasts, and re-underwriting initiatives, ensuring assumptions align with fund-level return targets and business plans.
• Capital Improvement & Value-Add Analysis: Partner with asset management and construction teams to evaluate renovation programs, capital projects, and ROI outcomes using Excel-based return and sensitivity analyses.
• Investor & Stakeholder Materials: Prepare clear, data-driven presentations and written analyses that translate complex financial models into actionable insights for investors, lenders, and senior leadership.

Your work will directly influence investment decisions, capital allocation, and asset-level strategy across a growing private-equity portfolio.

Who You Are

You are a detail-oriented, Excel-power-user with 2–4 years of experience in real estate investment management, private equity, consulting, or public accounting, ideally within a private-equity-backed or institutional real estate platform.

You bring:

• Advanced proficiency in Microsoft Excel, including financial modeling, scenario analysis, and large-data set management
• Experience supporting private-equity style reporting, underwriting, and performance analysis
• Strong analytical judgment and the ability to synthesize data into clear recommendations
• The ability to communicate financial insights clearly to both technical and non-technical stakeholders

You’re comfortable owning analyses end-to-end and understand the pace, rigor, and accountability that comes with private-equity-backed investing.

What We Offer

• Competitive Compensation: $85,000 – $95,000 per year
• Career Growth: Direct exposure to senior leadership with a clear path for advancement
• 401(k) Program: Plan for your future with confidence
• Work-Life Balance: Generous paid time off
• Team Culture: Collaborative, high-energy, and performance-oriented environment with team events and recognition

Join Us and Make an Impact

If you’re looking to apply advanced Excel skills in a private-equity-backed real estate platform where your work directly impacts investment outcomes, Rise48 Equity is the place for you.

Apply today and help drive real value—where analytical excellence meets real estate investing.