Asset & Investment Management Analyst - Multifamily Private Equity

Bluecrest Residential•Newport Beach, CA

23h•Onsite

About The Position

Bluecrest is adding an Asset & Investment Management Analyst to support our multifamily investment team in Newport Beach, CA. This role offers direct exposure to all aspects of the investment lifecycle, working closely with senior leadership on portfolio monitoring, construction management, investor reporting, and complex investment situations. The Analyst will play a key role in evaluating investment performance, identifying risks and opportunities, and supporting strategic decision-making across the portfolio. The Asset & Investment Management Analyst focused on asset management and portfolio operations (75% of time), while also providing direct exposure to acquisitions, underwriting, and investment team initiatives (25% of time).

Requirements

Bachelor's Degree in Finance, Economics, Accounting, Business or related field.
Zero-four years of experience in multifamily real estate private equity, or investment banking.
Strong financial modeling skills in Excel (ability to build and audit models)
Proficient in PowerPoint and have experience preparing investment materials
Strong analytical skills with experience working with large datasets (rent rolls, T-12s, budgets)

Nice To Haves

At least one year of experience with multifamily underwriting and development projects
Experience with construction budgets, draw processes, and cost tracking
Exposure to AI tools or interest in applying technology to investment workflows

Responsibilities

Build and maintain detailed financial models for multifamily acquisitions and development projects
Analyze rent rolls, T-12s, budgets, and market data to reforecast portfolio performance
Support investment reporting materials, including memos, return analysis, and scenario modeling
Assist in due diligence processes, including review of third-party reports and financial data
Track construction progress, budgets, and timelines across active development projects
Analyze cost-to-complete, draw requests, and construction variances
Assist in evaluating change orders, contractor performance, and project risks
Coordinate with developers and internal teams on construction-related reporting and requirements
Prepare monthly and quarterly portfolio reporting materials for internal and investor use
Perform variance analysis against underwriting and reforecast projections
Support cash flow forecasting and performance tracking across investments
Assist in evaluating underperforming or complex investments, including restructurings and workout scenarios
Prepare analytical memos with clear recommendations for senior leadership
Conduct ad hoc analyses on strategic initiatives, capital events, and portfolio decisions
Leverage AI tools (e.g., Claude, ChatGPT, Excel integrations) to streamline underwriting, reporting, and workflows
Help develop and refine internal processes to improve efficiency and scalability
Identify opportunities to automate recurring analyses and enhance data quality

Benefits

Competitive Salary
Performance Bonuses
Unlimited DTO starting upon hire.
Mentorship
10 full paid holidays.
8 hours of paid volunteer time you can use throughout the year.
25% off rent available for all employees off any unit.
Comprehensive Insurance Benefits- Medical PPO, HDHP, FSA, HSA with employer match
Dental, Vision, STD, & LTD.
401K with a 25% company match up to 6%.
Company rate National/Enterprise rental cars for leisure travel, plus additional discounts with Verizon (18% discount) and Expedia (10% discount).
Full reimbursement for approved industry related certifications, including CAM, CPO, EPA, and more!
Innovative internal software to make your job easier!
Transparency and healthy debate (No Fear of Conflict); you are encouraged to appeal and share what is not working well. Your voice truly matters!