Investments Analyst

ADP, Inc.; San Francisco (CA); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Healthcare

401(k) match

FS/HSAs

Life/LTD insurance

Paid time off

Job summary

Interstate Equities Corporation (IEC) in San Francisco seeks an Investments Analyst to join its growing team. The role supports acquisitions, dispositions, capital formation, and investor relations with a generalist approach in a small, collaborative environment.

Responsibilities include budgeting, market comps, financial modeling, preparing investment memorandums, and assisting with marketing materials, investor records, and quarterly reporting for private equity funds.

Qualifications

• 0-2 years of professional experience.
• Interest in Real Estate, private equity or investment management a plus.
• Detail-oriented with ability to manage multiple projects.
• Strong communication, analytical and problem-solving skills.
• Proficiency in developing and maintaining complex financial models.

Responsibilities

• Supporting the acquisition process through detailed budgeting, market comparables and financial modeling.
• Preparing investment memorandums for internal and Investment Committee briefings.
• Assisting with new business development, including prospecting research and marketing materials.
• Supporting investor relations, database management and investor records.
• Performing financial analysis and quarterly reporting for private equity funds.

Skills

Financial modeling

Real estate

Attention to detail

Team collaboration

Communication

Analytical skills

Problem solving

MS Word / PowerPoint / Excel

Yardi

CoStar

Education

B.S. Degree in Business Administration, Math, Finance, Economics, or Accounting

Spring 2027 graduation

Tools

Yardi

CoStar

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Investments Analyst

Full Time San Francisco, CA, US

Salary Range: $80,000.00 To $90,000.00 Annually

Founded in 1981, IEC is a California apartment investment firm. The firm invests in value-add apartment projects in California's best markets. IEC is currently investing a $445m discretionary fund which includes endowments, pension funds, foundations and family offices. Since inception, the firm has acquired and sold over 100 projects in its core locations.

Interstate Equities Corporation is seeking to expand its Analyst group. As an integral member of our team, Analysts should expect a generalist approach. The primary responsibilities include; supporting the firms' acquisitions, dispositions, capital formation and investor relations efforts. Working closely with senior executives and other team members, Analysts are encouraged to assume increasing responsibility. The role will be based in our San Francisco office.

Responsibilities:

The primary responsibilities for the role include:

• Supporting the acquisition process through detailed operational budgeting, assessing market comparables and financial modeling
• Preparing investment memorandums for internal and Investment Committee briefings
• Assisting with new business development, including prospecting research, development of specialized marketing materials such as pitch books and tear sheets
• Supporting the investor relations function, database management and maintaining investor records
• Performing financial analysis, supporting asset performance tracking and quarterly reporting for private equity funds

Requirements:

• 0-2 years of professional experience
• Passion for Real Estate, previous industry experience in real estate, private equity, investment banking or investment management a plus
• Attention to detail is critical, with the ability to handle multiple projects simultaneously
• Desire to work in a small team environment
• Sense of urgency, with a strong curiosity to learn and be coachable
• Exceptional communication, analytical, and problem-solving skills
• Proficiency in developing and maintaining complex financial models
• Advanced MS Word, PowerPoint, and Excel, understanding of Yardi and CoStar is aplus

Education:

• B.S. Degree in Business Administration, Math, Finance, Economics, or Accounting
• We welcome applications from students graduating in Spring 2027.

Compensation:Annual base salary is $80k-$90k depending on the level of experience of the candidate, plus an annual discretionary performance bonus and a mid-year bonus based on the candidates' ability to meet goals and objectives.

• IEC offers a competitive compensation package, including:
• Company paid healthcare premiums at 100%, specifically for the employee, with options to buy up
• 401(k) Plan, with 4% company match
• Flexible Spending/Health Savings Accounts
• Company paid Life Insurance and Long-Term Disability Insurance, specifically for the employee, with options to buy up
• Paid Time Off - 5.23 hours accrued per pay period, from date of hire