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Northmarq · 1 day ago

Sr. Associate, Investment Strategy & Research

Portland, OR

Full-time

Onsite

Senior Level

Northmarq is a unique capital markets resource for commercial real estate investors, providing access to experts in various financial domains. The role involves supporting investment strategy development, conducting research, and financial modeling to influence decision-making and growth within the company.

Real Estate Investment

H1B Sponsor Likely

Responsibilities

Assist in the formation and development of investment strategy, working closely with senior leadership

Serve as an internal research expert supporting fundraising, investment decision-making, and overall platform strategy

Conduct macroeconomic research, including tracking economic trends, capital markets activity, and sector-level dynamics

Perform product-specific, asset-level, and market-level research to inform new initiatives, investment theses, and fund positioning

Build and maintain complex financial models for investment evaluation and strategic decision-making

Support process improvements by implementing practical, tech-enabled solutions (e.g., Excel automation, data tools) to optimize analysis and reporting

Analyze large data sets; perform data mining, trend identification, and analytical problem-solving to support investment and research needs

Partner closely with the CEO and Fund Leadership on research, insights, strategic projects, and high-priority initiatives

Work alongside internal teams to synthesize research findings into presentations, whitepapers, and internal strategy materials

Participate in discussions, ask questions, and contribute independent thinking

Qualification

Financial ModelingData AnalysisInvestment ResearchExcel AutomationProgramming PythonProgramming RProgramming VBAReal Estate Private EquityAnalytical Problem SolvingEffective CommunicationCritical ThinkingTeam Collaboration

Required

Bachelor's degree in Finance, Economics, Mathematics, or a related STEM discipline required

Strong foundation in financial modeling and advanced Excel

Experience in data analysis, research, and quantitative problem solving required

Intellectually curious with strong analytical and critical-thinking capabilities

Effective communicator who is comfortable engaging in working sessions and team discussions

Embrace a highly driven, wall-street caliber work ethic with a strong sense of ownership and operate with a sense of urgency

Demonstrated flexibility and responsiveness in a fast-paced environment

Preferred

MBA and/or CFA strongly preferred

Expert experience with complex analytical modeling preferred

Programming exposure (Python, R, VBA, or similar) knowledge is a plus

Background in real estate private equity, investments, banking, or a similarly analytical environment strongly preferred

Candidates coming from demanding, high-performance environments (e.g., investment banking, consulting, buy-side analytics) will be especially well-aligned

Prior experience conducting macro, market, or investment research is advantageous

Benefits

Medical

Dental

Vision

Paid time off

401K match

Annual discretionary contribution based on business performance

Paid parental leave

Adoption assistance

Education assistance

Volunteer paid time off

Charitable contribution match

Company

Northmarq

Glassdoor4.1

As a company built on the founding principle of integrity, we’re invested in your success.

Founded in 1960

Minneapolis, Minnesota, USA

1001-5000 employees

http://www.northmarq.com

H1B Sponsorship

Northmarq has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (7)

2024 (2)

2023 (1)

2022 (1)

2020 (1)