Real Estate Investment Associate & Development Manager

Helos Group; Lehi (UT); On-site; USD 90,000 - 150,000; Full time

Job summary

Helos Group in Lehi, Utah seeks a motivated, analytical real estate investment professional to join our team. You will manage the full lifecycle from market research to deal execution, asset management, and development oversight.

The role requires strong financial modeling, project management, and excellent communication skills. Experience in real estate development and local Utah market knowledge is a plus.

Qualifications

• Bachelor's degree required in Finance, Real Estate, Economics, Business Administration, or related field.
• 3-5 years of progressive experience in real estate investment management, acquisitions, development, and/or portfolio management.
• Experience in real estate development including zoning, entitlements, design, construction, and lifecycle management.
• Strong financial modeling skills with advanced proficiency in Microsoft Excel and PowerPoint.
• Proficiency with Claude & Gemini for investment analysis and development applications.
• Solid understanding of real estate valuation methodologies and investment principles.
• Excellent analytical, problem-solving, and communication skills.

Responsibilities

• Conduct market research, trend analysis, and competitive landscape assessments across real estate sectors (residential, commercial, industrial, hospitality).
• Develop sophisticated financial models (DCF, IRR, ROI, sensitivity analysis) for acquisitions, developments, and other investments.
• Perform due diligence on prospective deals across financial, legal, environmental, and operational aspects.
• Prepare investment memoranda, presentations, and reports for internal stakeholders and investment committee review.
• Monitor portfolio performance, track key metrics, and report on investment health and progress.
• Assist in day-to-day management of development projects from inception through completion (zoning, entitlements, design, construction, lease-up/sales).
• Coordinate and manage third-party consultants, contractors, brokers, and legal teams.
• Track project timelines, budgets, and milestones, identifying and mitigating risks.
• Contribute to identification and evaluation of new development opportunities, including site analysis and feasibility studies.
• Support leasing and sales efforts for developed properties.

Skills

Analytical thinking

Financial modeling

Project management

Communication

Independent work

Education

Bachelor's degree in Finance, Real Estate, Economics, Business Administration, or related field

Tools

Microsoft Excel

PowerPoint

Claude & Gemini

Job description

Helos Group is a dynamic multi-generational family office managing a diversified portfolio of assets,

with a significant focus on strategic real estate investments across various sectors. We pride

ourselves on a long-term vision, meticulous analysis, and a commitment to impactful projects.

POSITION OVERVIEW

We are seeking a highly motivated and analytical professional to join our team, focusing on real

estate and broader investment opportunities. The successful candidate will play a critical role in all

phases of the investment lifecycle, from market research and financial modeling to deal execution,

asset management, and development oversight. This role requires a blend of strong analytical skills,

project management acumen, and hands-on real estate development experience.

KEY RESPONSIBILITIES

• Conduct in-depth market research, trend analysis, and competitive landscape assessments across various real estate sectors (e.g., residential, commercial, industrial, hospitality).
• Develop sophisticated financial models (DCF, IRR, ROI, sensitivity analysis) for potential real estate acquisitions, developments, and other investment opportunities.
• Perform due diligence on prospective deals, including financial, legal, environmental, and operational aspects.
• Prepare comprehensive investment memoranda, presentations, and reports for internal stakeholders and investment committee review.
• Monitor portfolio performance, track key metrics, and provide regular reporting on investment health and progress.
• Assist in the day-to-day management of real estate development projects from inception through completion (e.g., zoning, entitlements, design, construction, lease-up/sales).
• Coordinate and manage third-party consultants, contractors, brokers, and legal teams.
• Track project timelines, budgets, and milestones, identifying and mitigating potential risks.
• Contribute to the identification and evaluation of new development opportunities, including site analysis and feasibility studies.
• Support leasing and sales efforts for developed properties.

General Investment Support

• Assist with analysis and research on non-real estate investment opportunities as needed.
• Participate in strategic planning and portfolio optimization discussions.
• Maintain organized records and databases for all investment activities.

QUALIFICATIONS

• Bachelor's degree in Finance, Real Estate, Economics, Business Administration, or related field
• 3-5 years of progressive experience in real estate investment management, acquisitions, development, and/or portfolio management, with demonstrated leadership and deal execution capabilities.
• Proven experience in real estate development, including familiarity with zoning, entitlements, design, construction processes, and project lifecycle management.
• Strong financial modeling skills with advanced proficiency in Microsoft Excel and Powerpoint
• Proficient in use of Claude & Gemini in investment analysis and real estate development applications
• Solid understanding of real estate valuation methodologies and investment principles.
• Excellent analytical, problem-solving, and critical thinking abilities.
• Strong organizational skills and meticulous attention to detail.
• Exceptional written and verbal communication skills, with the ability to present complex information clearly and concisely.
• Ability to work independently, manage multiple priorities, and thrive in a fast-paced, dynamic environment.
• Local market knowledge of Utah real estate trends and dynamics is a plus.
• Discreet and trustworthy, with a strong understanding of confidentiality in a family office setting.

COMPENSATION & BENEFITS

• Compensation for this position will be highly competitive and commensurate with the candidate's experience and qualifications.