Real Estate Investment Associate

MRB Enterprises LLC; San Francisco (CA); On-site; USD 145,000 - 170,000; Full time

Benefits offered by this job

Healthcare

Dental

Vision

401(k) plan and match

Life insurance

Flexible time off

Commuter benefits

Professional development stipend

Job summary

MRB Enterprises LLC is seeking a highly skilled Investment Analyst Associate to join the real estate team in the San Francisco Bay Area. The role focuses on analyzing mixed-use redevelopment projects, commercial and multifamily investments, and portfolio optimization.

Ideal candidates have 3–5 years of real estate analytics experience, strong financial modeling skills in Excel and Argus, and a collaborative approach with senior management.

Qualifications

• Bachelor’s degree in accounting, economics, finance, real estate, or related field preferred.
• Minimum 3–5 years of experience in a real estate analyst role at an investment firm, developer, or comparable institution.
• Strong quantitative and analytical skills with knowledge of real estate capital markets concepts.

Responsibilities

• Develop and maintain cash flow, valuation, and portfolio models to evaluate investments and support asset management decisions.
• Analyze market data and trends to assess market conditions and opportunities.
• Collaborate with internal/external partners to underwrite and close new investment opportunities across the capital stack.
• Prepare asset and portfolio recommendations for senior leadership and the board.
• Support asset management with monitoring performance, evaluating operating strategies, budgeting, and valuation processes.
• Complete ad hoc requests and special projects.

Skills

Financial modeling

Quantitative analysis

Problem solving

Communication skills

AI-assisted workflows

Education

Bachelor’s degree in accounting, economics, finance, real estate, or related field

Tools

Argus Enterprise

Excel

Job description

We are seeking a highly skilled, detail-oriented investment analyst associate to join our real estate team. The candidate will work in a team environment to analyze and support our mixed-use redevelopment projects, new commercial and multifamily investment opportunities, our existing and substantial commercial portfolio, and other special projects.

The ideal candidate must be able to work directly with senior management in a collaborative, dynamic, and fast-paced environment where critical thinking, accuracy, efficiency, adaptability, and a strong analytical mindset are paramount.

Who We Are

MRB Enterprises is a private real estate and investment firm on the San Francisco Peninsula that oversees investments, and family services on behalf of a prominent Bay Area family that has been active in the California real estate market for the past 100 years.

While our legacy is long-standing, our future is just as exciting. We're in a period of thoughtful evolution - redeveloping legacy assets, entering new markets, and bringing together high-performing people who thrive in a culture built on trust, service, and excellence. It's an opportunity to join an organization with a strong foundation while helping shape what comes next.

What truly sets MRB apart is our people. We foster a collaborative culture where relationships matter, ideas are welcomed, and every employee makes a meaningful impact. We believe in leading with integrity, embracing continuous learning, supporting one another, and holding ourselves to a high standard of excellence while remaining adaptable in an evolving organization.

Responsibilities

• Develop and maintain comprehensive cash flow, valuation, portfolio roll-up models, and other analytical tools (utilizing Argus Enterprise and Excel, as appropriate) to: (a) evaluate prospective investments including redevelopment projects, and (b) support investment and asset management decisions for the existing portfolio.
• Gather and analyze market data and trends to track and assess market conditions, comparable projects, market risk, and new opportunities. Stay updated on local and target market dynamics.
• Collaborate with internal stakeholders and external partners to identify, screen, underwrite (market and financial), diligence, and close new commercial and multifamily investment opportunities across the capital stack.
• Prepare asset and portfolio recommendations (analyses, memorandums, presentations, decks, etc.) for senior management, investment committee, and the board of directors.
• Support the asset management team with (a) monitoring the performance of existing assets; (b) evaluating property-level operating strategies, lease proposals, and capital improvement projects; and (c) the annual budgeting, reforecasting, and quarterly valuation processes.
• Complete ad hoc requests, special projects, and additional responsibilities as assigned.

Requirements

• Bachelor’s degree with a major in accounting, economics, finance, real estate, or related field preferred.
• Minimum three to five years of experience in a real estate analyst role at an investment firm, developer, investment sales broker, or other investment/financial institution. Specific experience with office, industrial, and multifamily asset classes a plus.
• Strong quantitative, analytical, and problem-solving skills, as well as demonstrated knowledge of fundamental concepts used in real estate capital markets including real estate debt and equity structures and metrics.
• Significant financial modeling experience with advanced knowledge of Excel, Argus Enterprise, and other relevant tools.
• Skilled at using AI to draft, summarize, and analyze information with attention to accuracy and data integrity. Able to write effective prompts, build reusable templates, and translate business questions into clear inputs and outputs for reporting and AI -assisted workflows.
• Excellent attention to detail, accuracy, and ability to manage multiple, concurrent work streams within tight time schedules.
• Strong professional communication and interpersonal skills including the ability to articulate information, analysis, and conclusions to support decisions and solutions.
• Sound judgement, high levels of professionalism, discretion, and integrity in all interactions.
• Must be able to work on site consistently during normal business hours, Monday through Friday. This position is not eligible for remote work.
• Occasional travel.

Compensation and Benefits

• In addition to base salary there is a performance-based bonus structure.
• Healthcare, Dental, Vision, 401(k) plan and match, life insurance, flexible time off, commuter benefits, professional development stipend and much more!

The anticipated base salary range for this position is $145,000 - $170,000. The actual base salary offered will be dependent upon the applicant’s experience and qualifications, as well as other job-related factors, including but not limited to, relevant skills, education, certifications or other professional licenses held. The upper range is reserved for candidates with extraordinary experience and or skill sets.

MRBE is an equal opportunity employer. All qualified applicants will receive equal consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status or any other legally protected category in accordance with applicable law.