Investment Analyst

COPAKEN BROOKS LLC • Kansas City, MO

3d • Onsite

About The Position

The Acquisitions & Capital Markets Analyst will underwrite and analyze commercial real estate acquisitions (primary focus), developments (secondary), dispositions, and financing opportunities. The role will also support due diligence, transaction execution, lender relations, and investment reporting. The position reports to the VP of Capital Markets and works closely with leaders across Acquisitions, Development, Asset Management, Finance, and Company Leadership.

Requirements

• Bachelor’s degree in finance, real estate, accounting, economics, business, or a related field, or equivalent relevant experience.
• 2 to 4+ years of experience in commercial real estate financial analysis, acquisitions, development, investment banking, private equity, lending, brokerage, or a related field.
• Strong commercial real estate financial modeling and analytical skills.
• Advanced proficiency in Excel.
• Exceptional organizational skills with ability to handle multiple tasks/projects, while working independently
• Strong analytical and problem-solving skills with high attention to detail
• Excellent written, verbal, and presentation skills
• Strong interpersonal and relationship building abilities
• Ability to analyze and solve routine problems by identifying root causes
• Ability to manage multiple projects under strict deadlines
• High attention to detail
• Strategic and entrepreneurial mindset with the drive to expand the firm’s real estate portfolio
• Professional presence, integrity, and credibility in representing the firm to external partners
• Ability to thrive in a fast-paced, deal-driven environment

Nice To Haves

• Experience with ARGUS preferred.
• Experience with acquisition, development, financing, or transaction due diligence preferred.
• Familiarity with MRI, AppFolio, ProCalc, or similar real estate software is a plus.

Responsibilities

• Actively source acquisitions through external relationships and track/report deal flow to key leadership
• Perform financial analysis and underwriting for acquisitions, dispositions, development projects, and financing or refinancing opportunities.
• Build and maintain financial models, including cash flow, IRR, equity multiple, debt, and sensitivity analyses.
• Conduct market research and evaluate rents, vacancy, comparable transactions, operating assumptions, and other key investment drivers.
• Prepare initial deal screenings and investment recommendations for Executive Leadership and Investment Committee review.
• Coordinate project due diligence with internal and external teams, including title, survey, appraisal, environmental, property condition, lease abstracts, estoppels, SNDAs, and legal documentation.
• Prepare investment materials, presentations, offering memoranda, and capital partner or lender materials.
• Develop relationships with brokers and other industry participants and assist with sourcing new investment opportunities.
• Utilize Excel, ARGUS, ProCalc, and other financial/analytical software
• Assist in structuring, evaluating, negotiating, and closing documents for development or acquisition loans and refinancing
• Prepare lender packages and financial analyses.
• Coordinate acquisition and development due diligence, and work with internal/external groups to ensure completion of due diligence and third-party work (e.g., lender compliance)
• Engage with lenders, investment officers, brokers, and occasionally investors, in the process of acquisitions, redevelopment, refinancing, and/or sales
• Review loan proposals, closing statements and loan documents

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: Mid Level