Analyst/Associate, Investments & Portfolio Management

The role

Analysts and Associates will underwrite new investments and analyze opportunities in operating companies, separate accounts, programmatic joint ventures, and funds. The role involves evaluating investment partners and reviewing existing assets to communicate findings to the Investment Committee and clients.

What you will do

• Underwriting new investments across multiple property types and locations
• Reviewing cash flow assumptions, pricing, and fees
• Preparing discounted cash flow models including complex waterfall fee structures
• Analyzing investment opportunities in operating companies, separate accounts, programmatic joint venture, and funds
• Evaluating potential investment partners based on track records, strategies, pipelines, financial and operating structures, and management interviews
• Researching and developing knowledge of industry trends and participants
• Reviewing existing assets including investment performance reporting, hold/sell analyses, budget reviews, capital plans, restructuring analyses, and appraisal reviews
• Preparing reports and presentations to communicate key findings and recommendations to Investment Committee and clients

Required qualifications

• Analysts: 1-3 years of experience
• Associates: 3-6 years of experience

Nice to have

• Bachelor’s degree in real estate, finance, economics, or with a demonstrated interest in quantitative analysis in the real estate industry
• Work experience requiring quantitative analysis, either through multiple internships or working in the private/public sector
• Proficiency in Microsoft Office applications including Word and PowerPoint, and particularly in the use of Excel for financial modeling and analysis
• Excellent written and verbal communication skills
• Demonstrated knowledge of commercial real estate underwriting and valuation
• Ability to structure quantitative and qualitative problem-solving approaches, and attention to detail and accuracy

Benefits

• Hybrid schedule flexibility
• 100% paid healthcare for employees, including dental and vision insurance
• Competitive vacation and wellness/sick time provided annually
• Family planning and fertility benefits
• Employer-paid family leave after one year of employment
• Employee stipend for continuing education and professional development
• Commuting stipend for team members not driving to work
• Cell phone stipend
• Wellness benefits such as an Employee Assistance Program, standing desks, walking pads, and healthy snacks
• Annual employer contribution to 401(k)
• Option to participate in FSA or HSA
• In-office lunches and social events on a regular basis

Before you apply

• Indicate your preferred office
• Report your grade point averages (GPAs) for all relevant academic programs

About the company

RCLCO Fund Advisors (RFA) is a division of RCLCO, a SEC Registered Investment Advisor and real estate investment consulting firm. RFA advises institutional investors and has approximately $88 billion of assets under advisement.