Investment Analyst

COPAKEN BROOKS LLC • Kansas City, MO

1d • Onsite

About The Position

As an Investment Analyst, you will play a critical role in supporting our commercial real estate investment platform, with a focus on new development projects from predevelopment through stabilization. This role also supports Family Investment Entities and Trusts, as well as investor reporting and communications. Primary responsibilities include conducting market research, evaluating sites, building financial models, underwriting new opportunities, coordinating due diligence efforts, and assisting with capital sourcing initiatives. The role is expected to proactively identify risks and opportunities, refine assumptions, and contribute well supported recommendations that inform investment decisions. In addition, the Investment Analyst will manage reporting for family investment entities, prepare monthly development and asset level reports, and support capital partners and investor communications. This position reports to the EVP of Finance and Asset Management and works closely with Development, Leasing and Brokerage, Property Management, and Executive Leadership. The role is based in our downtown Kansas City office.

Requirements

• Bachelor’s degree in finance, Economics, Real Estate, or equivalent experience in related field
• 3+ years of experience in commercial real estate financial analysis
• Advanced proficiency with Excel and Argus required
• Experience in Family Office reporting is preferred
• Ability to manage multiple projects under strict deadlines
• High attention to detail
• Proactive, forward-looking thinker who independently identifies investment opportunities, risks, and value creation strategies.
• Strong analytical and quantitative skills with the ability to translate complex financial data into clear, actionable insights.
• Solution oriented problem solver who takes initiative to investigate issues, test assumptions, and develop well supported recommendations.
• Self-driven with the ability to manage multiple analyses and deadlines simultaneously while maintaining exceptional accuracy and attention to detail.
• Intellectual curiosity and disciplined judgment in evaluating markets, underwriting assumptions, and long-term investment performance.
• Clear and concise communicator capable of distilling complex analyses into compelling written and verbal presentations.
• Collaborative contributor who works effectively with cross functional teams while maintaining accountability for individual deliverables.

Nice To Haves

• CPA or CFA is preferred
• Experience in Family Office reporting is preferred

Responsibilities

• Financial Analysis Utilize financial models, industry data, and comparable property analysis to determine accurate project feasibility
• Provide sensitivity analysis and support on rents, cap rates, construction costs, interest rates, and absorption timelines
• Coordinate project execution through consultants and review closing statements and loan documents and prepare loan abstracts, including covenant compliance, guarantee releases, etc.
• Utilize Excel, Argus Enterprise, ProCalc, and other financial/analytical software
• Prepare investor capital stacks, investment valuation and other reports for internal and external stakeholders
• Prepare quarterly investor reports and statements for Family Trusts, Individuals and Family Investment entities
• Schedule quarterly meetings to present financial results with stakeholders
• Track development budgets, schedules, and draw requests assisting in construction progress and variance reporting
• Participate in strategic asset-level discussions including treasury and capital markets
• Lead investor communications during construction, including quarterly reporting and construction progress

Benefits

• Medical, Dental, and Vision Insurance with multiple plan options.
• Health Savings Account (HSA) and Flexible Spending Account (FSA) options.
• Company-paid Life and AD&D Insurance and optional supplemental coverage.
• Company-paid Short-Term and Long-Term Disability Insurance.
• 401(k) plan with immediate 100% vesting on employee contributions and a company match of 50% of the first 3% contributed; employer contributions vest 33% after one year, 66% after two years, and 100% after three years.
• Employee Parking Provided in building garages at no cost.
• Company-issued Laptop equipped with all required software, tools, and resources.
• Free Fitness Center Access at The Skyline Collection Gym, including instructor-led classes and wellness programming.
• Professional Development Support, including training resources and career growth opportunities.

What This Job Offers

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