Investment Analyst jobs in United States
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The Meritex Company · 19 hours ago

Investment Analyst

The Meritex Company is seeking an Investment Analyst to provide analytical support to the Investments team in evaluating and underwriting industrial real estate investments. The role involves conducting investment analysis, preparing investment memoranda, and participating in due diligence processes.

Management ConsultingProperty DevelopmentProperty ManagementReal EstateReal Estate Investment
Hiring Manager
Rebecca Haugan
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Responsibilities

Conduct underwriting and investment analysis for various types of transactions including acquisitions, dispositions, and developments
Screen investment and disposition opportunities against Meritex’ investment criteria
Underwrite investment opportunities utilizing Excel and Argus AE modeling
Perform sensitivity analysis to evaluate the impact of various assumptions such as rental rates, vacancy and exit pricing
Prepare investment memoranda for deal pipeline and Investment Committee meetings
Present analysis of investment opportunities to management and Investment Committee
Participate in the due diligence process and closings for acquisition and disposition transactions, including site tours, broker meetings, extracting and reviewing third party research, property level information and JV/loan documents
Perform market research and interact with market participants to extract information relevant to the investment process
Travel as needed
Perform other duties as assigned

Qualification

Argus AEFinancial modelingCommercial real estateMicrosoft SuiteMarket researchVerbal communicationWritten communicationTeamworkPresentation skillsTime management

Required

Bachelor's degree in Finance, Real Estate, Economics or related field
1-5 years of commercial real estate work experience (Strong preference for prior experience in Investments, Asset Management, Underwriting, or Brokerage)
Proficiency with applications such as Argus AE (experience required), CoStar, Microsoft Suite with strong financial modeling skills
Experience using AI-driven platforms to support business decisions and day-to-day task
Understanding of commercial real estate valuation and real estate documentation pertaining to ownership structures, contracts, accounting and property operations
Experience in developing financial models, cash flows, IRR analysis
Strong verbal and written communication skills
Comfortable making presentations
Ability to work in a team environment across multiple departments
Ability to work apart from direct supervision and manage tight deadlines
Commitment to Meritex' core values of Relationships Matter, Creating Beneficial Outcomes, Thinking Ahead and Always Accountable

Company

The Meritex Company

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The Meritex Company offers commercial real estate investment and management services to office and industrial properties.

Funding

Current Stage
Growth Stage

Leadership Team

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Tom Hotovec
Chief Executive Officer
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Ray Kivett
Chief Investment Officer
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Company data provided by crunchbase