Investment Analyst
Stark Enterprises•Cleveland, OH
•Hybrid
About The Position
The Investment Analyst plays a key role in supporting the company’s real estate investment, development, and asset management activities through robust financial modeling, forecasting, market research, and portfolio analysis. This role provides critical analytical support for evaluating prospective development and acquisition opportunities, monitoring asset performance, and preparing financial materials for internal and external stakeholders.
Requirements
- Bachelor’s degree in Finance, Real Estate, Economics, or a related discipline
- 2–5 years of experience in Finance, Investments, Commercial Lending, and/or Commercial Real Estate
- Strong financial modeling capabilities in Excel
- Solid understanding of real estate financial concepts and investment metrics (NPV, IRR, Equity Multiple, yield on cost, development spread, LTC, LTV, DSCR, debt yield, etc.)
- Robust quantitative and qualitative analytical skills with exceptional attention to detail
- Strong organizational and time management abilities with the capacity to prioritize and manage multiple projects
- Demonstrated ability to identify opportunities for improving efficiency, processes, and analytical rigor
- Ability to sit for extended periods while working on a computer, with occasional standing, walking, or lifting of up to 10 pounds
- Ability to synthesize complex data, identify trends, and develop actionable insights
- Demonstrates strong command of financial modeling, valuation, and investment analysis
- Communicates clearly and professionally in written and verbal forms
- Works effectively with cross-functional teams and external partners
- Ensures accuracy and quality across all analyses and deliverables
- Proactively identifies opportunities for process improvement and takes ownership of responsibilities
Nice To Haves
- Experience with CoStar, Yardi Matrix, and other similar data tools preferred
Responsibilities
- Develop, maintain, and improve financial models for all development and acquisition projects
- Conduct discounted cash flow (DCF) analysis, scenario modeling, and property- and portfolio-level forecasting
- Analyze key real estate investment metrics, including IRR, NPV, Equity Multiple, and sensitivity analysis
- Assist in financial analysis associated with new financing and refinancing efforts
- Conduct lease analysis for prospective commercial tenants
- Model joint venture equity structures, distribution waterfalls, promote calculations
- Perform in-depth market research evaluating supply/demand dynamics, demographic trends, competitive property analysis, and other factors impacting investment decisions
- Prepare monthly market update reports covering market rents, rent growth, occupancy, concessions, pipeline, etc
- Maintain sale comp data within target markets to evaluate trends in valuations across properties and markets
- Assist in sourcing and evaluating development and acquisition opportunities
- Assist in coordinating due diligence activities with lenders, appraisers, consultants, legal teams, and third-party vendors to ensure timely and accurate information flow
- Prepare and maintain investment committee materials for each IC meeting
- Assist in capitalization and closing efforts
- Work closely with investments, asset management, development, acquisitions, and external partners to support financial and operational initiatives
- Demonstrate company core values consistently
- Perform any other duties as assigned
Benefits
- Paid Time Off (PTO)
- Paid Holidays
- 401(k) with Employer Match
- Health, Dental, Life Insurance, and Long-Term Disability Insurance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
