Real Estate Investment Analyst

MBK Real Estate•Irvine, CA

4d•Hybrid

About The Position

The Real Estate Investment Analyst is responsible for providing financial analysis and due diligence support in executing operational strategies within MBK’s Acquisition and Asset Management groups, working on a portfolio of multi-family real estate assets. This role is critical in helping to drive the strategic growth and performance of the company’s multi-family portfolio by providing advanced financial modeling, market research, operational analysis, and support for acquisition analysis and diligence. Successful candidates should demonstrate experience with leveraging a strong foundation in real estate development and finance, combined with strategic thinking, analytical rigor, and cross-functional collaboration, to deliver actionable insights that enhance portfolio value.

Requirements

Bachelor's Degree or other related field experience.
2+ years related financial modeling experience with a strong understanding of financial and real estate concepts such as DCF, IRR, NPV, NOI, cap rates, etc., preferably in an institutional multi-family setting
Must possess strong analytical mindset, as well as excellent written and verbal communication skills.
Advanced proficiency in Excel financial modeling; including financial projections and scenario analysis.
Strong understanding of real estate capital markets, financing structures, and value creation strategies.
Proficient in return metrics (IRR, equity multiple, yield-on-cost) and how they relate to development risk and capital stack structure.
Proficiency with Microsoft Suite.
Critical thinker with keen observation skills and an ability to draw conclusions in order to form actionable hypotheses.
Excellent presentation skills, with the ability to synthesize complex data for senior leadership.
Strong financial literacy with the ability to interpret and analyze income statements, balance sheets, and other financial documents.
Strong written and oral communication skills, interpersonal skills, and ability to work well with others.

Responsibilities

Conduct portfolio analysis to benchmark and improve investment performance.
Monitor local market conditions including supply, demand, absorption, rents, and vacancy rates.
Support the annual operating and capital budgeting process.
Utilize reports to evaluate asset performance against stated goals and communicate variances
Monitor asset performance, including net operating income, cash flow and asset value fluctuations, while progressing towards achieving asset value maximization strategies.
Generate and maintain pro forma models to evaluate acquisition opportunities, joint ventures, dispositions, and recapitalizations.
Underwrite and assist in the review of acquisition opportunities in accordance with the MBK business plan and acquisition strategy.
Perform scenario and sensitivity analyses to assess risk-adjusted returns, IRR, equity multiples, and DCF valuations.
Prepare and regularly maintain detailed asset-level reports and dashboards for internal stakeholders and capital partners, with insights on NOI trends, and cash flow forecasts.
Leverage a deep, specialized understanding of real estate finance—including IRR, DCF, joint-venture waterfalls, and capital markets—to perform complex analyses.

Benefits

competitive salaries with opportunities for growth
401(k) retirement plan with up to 4% employer matching
comprehensive industry leading medical, dental and vision insurance
company-provided life, disability and AD&D insurance
flexible spending accounts
generous paid time off including vacation and sick time, holidays, and bereavement leave
leadership development, training, and personal coaching
education loan assistance and scholarships
daily living, financial and legal services
childcare and eldercare assistance
employee discounts
health and wellness resources that include virtual yoga, mindfulness, and financial readiness for employees and their family members