Investment Analyst, Private Debt (Commercial Real Estate)
About The Position
We’re looking for an Investment Analyst to join our Commercial Real Estate Private Debt team. In this role, you’ll provide analytical support to the team in real estate transaction analysis and execution! Assist the production team and perform independent technical analysis within appropriate risk/return parameters on investment opportunities including transactions structures, appraisals, cash flow analysis, lease reviews, financial statement reviews. Effectively communicate conclusions concerning a transaction's investment risk and viability. Provide analytical support for evaluating investment opportunities, using sensitivity analysis, variance analysis, or preliminary valuations. Assist investment professionals with the preparation of necessary supporting documentation. Contribute to the development and maintenance of a thorough understanding of real estate economics, competitive environments, and existing portfolios within assigned markets. Assist in negotiating mutually satisfactory terms and conditions for investment opportunities. Support the movement of a transaction through the investment process utilizing all available resources while assuring accurate and timely accumulation and dissemination of information. Develop an understanding of products, programs, and clients’ needs through available training programs and involvement in ongoing investment activities. Principal Real Estate, a top 10 global real estate manager with over $100B in assets under management, is the dedicated real estate investment group within Principal Asset Management. With over 60 years of experience our comprehensive, specialized capabilities across all four quadrants of commercial real estate-—private equity, public equity, public debt, and private debt gives us a unique perspective on real estate space and capital markets. Principal Asset Management offers global asset management expertise across a diverse set of traditional and alternative asset classes. Check us out at www.principalam.com!
Requirements
- Bachelor's degree or equivalent with preference for degrees in finance, economics, real estate, etc.
- Commercial Real Estate work experience
- Working knowledge of valuation modeling techniques and valuation software products
- Strong Excel proficiency, including use of formulas, pivot tables, and basic financial analysis to support valuation and reporting.
- Strong quantitative financial background and statistics including an understanding of basic finance concepts such as time value of money
Nice To Haves
- Undergraduate GPA of 3.5 or above and progress towards MBA
- Comfortable with leveraging AI to improve efficiencies and reporting
- Previous experience with Argus is helpful
- Excellent communication and interpersonal skills
- Ability to take initiative and work independently in a fast-moving environment while managing multiple requests to strict deadlines
- Organize and maintain client relationship management records
Responsibilities
- Assist the production team and perform independent technical analysis within appropriate risk/return parameters on investment opportunities including transactions structures, appraisals, cash flow analysis, lease reviews, financial statement reviews.
- Effectively communicate conclusions concerning a transaction's investment risk and viability.
- Provide analytical support for evaluating investment opportunities, using sensitivity analysis, variance analysis, or preliminary valuations. Assist investment professionals with the preparation of necessary supporting documentation. Contribute to the development and maintenance of a thorough understanding of real estate economics, competitive environments, and existing portfolios within assigned markets.
- Assist in negotiating mutually satisfactory terms and conditions for investment opportunities.
- Support the movement of a transaction through the investment process utilizing all available resources while assuring accurate and timely accumulation and dissemination of information.
- Develop an understanding of products, programs, and clients’ needs through available training programs and involvement in ongoing investment activities.
Benefits
- Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
