Investment Analyst

Human Resources • Irvine, CA

1d • Onsite

About The Position

The Investment Analyst will play a key role in supporting Pacific Hospitality Group’s investor relations, asset management, and financing initiatives. As part of the Capital Markets & Investments team, this position will work cross-functionally with Accounting, Operations, and Legal to support asset oversight, refinances, lender and investor reporting, and new investment underwriting. This role is designed for a high-performing analyst seeking meaningful exposure to capital structuring, asset-level strategy, and investor engagement within a vertically integrated owner/operator platform.

Requirements

• 2–4 years of experience in finance, real estate, asset management, private equity, or related field
• Strong financial modeling and analytical capabilities
• Advanced proficiency in Excel and PowerPoint
• Strong understanding of financial statements and hotel-level operating metrics
• Bachelor’s degree in finance, Real Estate, Accounting, or related field
• Ability to communicate effectively with lenders, investors, and internal stakeholders
• Detail-oriented with strong organizational and project management skills
• Highly organized with strong attention to detail and the ability to manage multiple concurrent deadlines
• High level of intellectual curiosity and ownership mindset, with a demonstrated ability to independently research issues, connect dots, and propose actionable solutions

Nice To Haves

• Hospitality or hotel asset management experience
• Exposure to debt placement or refinancing processes
• Experience preparing investor reporting packages
• Knowledge of loan documents, term sheets, and covenant structures
• Experience leveraging AI tools to improve workflow efficiency, including building or utilizing Custom GPTs, automating reporting processes, or streamlining financial analysis tasks
• Demonstrated curiosity around emerging technologies and process optimization

Responsibilities

• Support execution of debt originations and refinances across the portfolio, including lender outreach, underwriting analysis, and financing presentations
• Assist in preparing investment memorandums, equity decks, and investor reporting packages
• Contribute to asset-level performance analysis and strategic decision-making
• Maintain and enhance investor reporting schedules and performance summaries
• Build and refine financial models for acquisitions, refinances, developments, and portfolio analysis
• Coordinate due diligence efforts with legal, accounting, and third-party consultants
• Support quarterly and ad hoc investor communications
• Monitor compliance with loan covenants and lender reporting requirements
• Conduct market and capital markets research to inform financing strategy
• Take initiative in solving complex problems by independently researching, analyzing, and presenting thoughtful solutions

Benefits

• Equal employment opportunities to all employees and applicants for employment
• Prohibition of discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity, or expression, or any other characteristic protected by federal, state, or local laws.
• Policy applies to all terms and conditions of employment including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level