Investment Analyst, Real Estate Private Equity

Reef Capital Partners•Lehi, UT

About The Position

We are seeking a highly motivated Investment Analyst with at least 0-2 years of investment banking or private equity experience to join our lean and dynamic real estate private equity team. The Analyst will play a key role in all aspects of the investment lifecycle-from sourcing and due diligence to execution, portfolio management, and exit strategy . This is a hands-on role with direct exposure to senior leadership and operating partners across a wide range of sectors including property management, title services, landscaping, construction support services, and more.

Requirements

Bachelor's degree in Finance , Economics, Business, or a related field; MBA or relevant graduate degree is a plus but not .
1-3 years of experience in investment banking, private equity, or principal investing; experience or emphasis in real estate private equity is preferred
Financial modeling, valuation, and analytical skills.
Excellent written and verbal communication skills.
Experience drafting investment memos and presenting to investment committees.
Proven ability to manage multiple projects, deadlines, and workstreams.
A strong understanding of corporate finance, M&A, and private equity investment structures.
Entrepreneurial mindset and willingness to work in a lean, fast-paced environment.

Nice To Haves

Experience in real estate-related industries, operating businesses, or lower middle-market deals is a plus.

Responsibilities

Support the full investment process including sourcing, underwriting, modeling, due diligence, and execution of new investments and joint ventures.
Prepare detailed investment memos and presentations for internal and external stakeholders.
Conduct financial modeling and valuation analysis (DCF, LBO, public/transaction comps).
Evaluate strategic add-on and M&A opportunities within existing portfolio companies.
Monitor portfolio company performance and support management teams with financial analysis and strategic initiatives.
Assist in identifying , evaluating, and managing external operating partners and joint venture relationships.
Support the development of business plans, operational KPIs, and go-to-market strategies for new ventures.
Collaborate with internal Reef teams (Real Estate, Lifestyle, Finance) to align operational businesses with project timelines and needs.
Stay current on industry trends, competitive dynamics, and sector-specific opportunities.