Investment Analyst
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
251-500 employees
