Investment Management Analyst jobs in United States
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Rise48 Equity · 1 week ago

Investment Management Analyst

Rise48 Equity is a private-equity-backed multifamily investment and asset management firm focused on acquiring and maximizing value across high-growth U.S. markets. The Investment Management Analyst will play a critical role in portfolio-level asset management, financial modeling, and new acquisition underwriting, contributing to high-impact transactions and decision-making.

FinanceProperty DevelopmentReal Estate

Responsibilities

Build, maintain, and enhance complex Excel models to analyze property-level and portfolio-level financials, identify variance drivers, and surface value-creation opportunities
Develop institutional-quality reporting packages, dashboards, and ad-hoc analyses using advanced Excel functions (e.g., XLOOKUP, INDEX/MATCH, SUMIFS, dynamic arrays, pivot tables) to support internal leadership and investor communications
Analyze rent rolls, operating statements, lease data, and capital expenditures to evaluate cash flow, NOI growth, and return metrics within a private-equity ownership framework
Assist with annual budgets, rolling forecasts, and re-underwriting initiatives, ensuring assumptions align with fund-level return targets and business plans
Partner with asset management and construction teams to evaluate renovation programs, capital projects, and ROI outcomes using Excel-based return and sensitivity analyses
Prepare clear, data-driven presentations and written analyses that translate complex financial models into actionable insights for investors, lenders, and senior leadership

Qualification

Financial ModelingAdvanced ExcelPrivate-Equity ReportingPerformance AnalysisData SynthesisAnalytical JudgmentCommunication SkillsSelf-Starter Mindset

Required

2–4 years of experience in real estate investment management, private equity, consulting, or public accounting, ideally within a private-equity-backed or institutional real estate platform
Advanced proficiency in Microsoft Excel, including financial modeling, scenario analysis, and large-data set management
Experience supporting private-equity style reporting, underwriting, and performance analysis
Strong analytical judgment and the ability to synthesize data into clear recommendations
A self-starter mindset suited for a fast-paced, performance-driven environment
The ability to communicate financial insights clearly to both technical and non-technical stakeholders

Benefits

Medical, dental, and vision coverage
401(k) Program
Generous paid time off
Collaborative, high-energy, and performance-oriented environment with team events and recognition

Company

Rise48 Equity

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Rise48 Equity helps investors create generational wealth through commercial real estate investments.