Senior Investments Analyst

The Meritex Company; Minneapolis (MN); Hybrid; USD 105,000 - 120,000; Full time

Job summary

The Meritex Company in Minneapolis seeks a qualified Investment Analyst to support the Investments team nationwide. You will underwrite opportunities, build financial models, and present findings to leadership, driving deal execution across various transaction types.

The role requires 3–5 years real estate experience, strong proficiency in Argus AE and Excel, and a collaborative, deadline-driven mindset. Hybrid work from HQ in Minneapolis is expected.

Qualifications

• Bachelor’s degree in Finance, Real Estate, Economics or related field.
• 3-5 years of commercial real estate work experience with complex transaction exposure.
• Proficiency with Argus AE, CoStar and financial modeling in Excel.

Responsibilities

• Underwrite investments and conduct financial analyses for acquisitions, dispositions and developments.
• Screen opportunities against Meritex investment criteria and prepare memoranda.
• Present investment analysis to management and Investment Committee.
• Perform market research and engage with brokerage industry for deal flow.

Skills

Financial modeling

Excel

Argus AE

CoStar

Microsoft Suite

Strong communication

Team collaboration

Presentation

AI-driven platforms

Education

Bachelor’s degree in Finance, Real Estate, Economics or related field

Tools

Argus AE

CoStar

Microsoft Office Suite

Job description

Description

Provide analytical support to the Investments team in the areas of evaluation, underwriting, due diligence investigation and closing of industrial real estate investments nationally, including direct equity, leveraged, joint venture, preferred equity and other structured finance investments. Potential investment targets include development, stabilized, rehabilitation and value-add opportunities.

Responsibilities

• Conduct underwriting and investment analysis with minimal oversight for various types of transactions including acquisitions, dispositions, and developments.
• Screen investment and disposition opportunities against Meritex’ investment criteria.
• Underwrite investment opportunities utilizing Excel and Argus AE modeling.
• Perform sensitivity analysis to evaluate the impact of various assumptions such as rental rates, vacancy and exit pricing.
• Prepare investment memoranda for deal pipeline and Investment Committee meetings.
• Present analysis of investment opportunities to management and Investment Committee.
• Actively participate and engage, with primary responsibilities as assigned in the due diligence process and closings for acquisition and disposition transactions, including site tours, broker meetings, extracting and reviewing third party research, property level information and JV/loan documents.
• Perform market research and interact with market participants to extract information relevant to the investment process.
• Active engagement within the brokerage industry to establish mutually beneficial relationships.
• Provide guidance and training to other investment analysts.
• Travel as needed.

Requirements

• Bachelor’s degree in Finance, Real Estate, Economics or related field.
• 3-5 years of commercial real estate work experience (Strong preference for prior experience in Investments, Asset Management, Development, Due Diligence, Underwriting, or Brokerage).
• Proficiency with applications such as Argus AE (experience required), CoStar, Microsoft Suite with strong financial modeling skills.
• Experience using AI-driven platforms to support business decisions and day-to-day task.
• Understanding of commercial real estate valuation and real estate documentation pertaining to ownership structures, contracts, accounting and property operations.
• Experience in developing financial models, cash flows, IRR analysis.
• Strong verbal and written communication skills.
• Comfortable making presentations.
• Ability to work in a team environment across multiple departments.
• Ability to work apart from direct supervision and manage tight deadlines.
• Ability to work in a hybrid working model based out of our HQ in Minneapolis.
• Commitment to Meritex’ core values of Relationships Matter, Creating Beneficial Outcomes, Thinking Ahead and Always Accountable.

The salary range is between $105,000 - $120,000 per year. The base pay is positioned within the range based on several factors, including an individual’s knowledge, skills, and experience, with consideration given to internal equity.

As an EEO/Affirmative Action Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, veteran or disability status.