Davis · 4 days ago
Sr. Analyst/Associate – Investments
The Davis Companies is a real estate investment, development, and management firm with a rich history in the industry. They are seeking a Sr. Analyst/Associate to support transaction underwriting, analysis, and execution primarily within the Industrial and Science & Technology verticals, while also coordinating across various teams to drive transactions from underwriting through closing.
Property DevelopmentProperty ManagementReal EstateReal Estate Investment
Responsibilities
Serve as a core member of a dedicated investment vertical (property-type focused team), supporting transaction underwriting, analysis, and execution. Investment verticals include Industrial, Residential, and Science & Technology. This role is expected to primarily support the Industrial and Science & Technology verticals, with flexibility based on transaction volume and firm priorities
Take ownership of underwriting transactions by building and maintaining complex Argus and Excel models. Support detailed analysis and evaluation of investment risks and returns
Serve as a cross-functional point person for transaction execution, coordinating across asset management, development, finance, and legal teams to drive transactions from underwriting through closing
Support the structuring of investments with direct exposure to senior investment professionals and the Investment Committee
Conduct in-depth market and property-level research, synthesizing findings into clear insights to support underwriting assumptions
Analyze complex opportunistic investment scenarios including ground-up development, asset repositioning's, structured equity, and joint venture investments
Lead the preparation and drafting of comprehensive, written Investment Committee packages that include analysis of underwriting, alternative scenarios and sensitivities, investment thesis and business plan overview, key risks and mitigants, and market analysis
Prepare ad hoc analysis, documentation, and briefs for review by senior team members
Other related duties as assigned
Qualification
Required
2 – 5 years of real estate investment or asset management experience with a real estate investment firm, REIT, or insurance company
Strong institutional underwriting experience, sound investment judgment, and the ability to clearly articulate risks and returns
Sound understanding of economic and investment theory and practices
Strong analytical and financial modeling skills; strong knowledge of Excel and Argus required
Superior writing, presentation, and communication skills
Ability to synthesize, organize, and interpret data from disparate sources to support investment decision-making
Self-motivated, proactive, and detail-oriented individual with a strong work ethic and a demonstrated commitment to delivering high-quality work in a fast-paced transaction environment
Strong research and problem-solving skills, with the ability to work independently and proactively take on additional responsibilities
Well organized, accurate, and thorough, with the ability to manage multiple priorities and consistently meet tight deadlines. Ability to professionally interact with onsite staff, senior management and third-party partners and consultants
Flexibility and resilience in a dynamic, entrepreneurial environment
High level of energy, professionalism, and intellectual curiosity
Preferred
Bachelor's Degree with a major in real estate, economics, or finance preferred
Candidates who have supported closed transactions and can independently evaluate opportunities are strongly preferred. Candidate deal sheet recommended
Benefits
Compensation will include a bonus and an attractive benefits package.
Company
Davis
Davis is a vertically integrated real estate investment, development and management firm that leverages five decades of experience, the strength of its leadership team and employees and a diversified portfolio to deliver maximum value for its investors and tenants.
Funding
Current Stage
Growth StageRecent News
2025-08-05
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