Investment Analyst
$90k - $100kRETS Associates
CRE Real Estate Analyst (Asset Management and Acquisitions)
RETS Associates on behalf of our client, an entrepreneurial Commercial Real Estate firm based in Walnut Creek, CA, is seeking a skilled CRE Real Estate Analyst (Asset Management and Acquisitions) to join our client's team. With a proven track record of optimizing real estate value resulting in over $1 billion in gross assets, this firm holds a diverse portfolio of 5+ MSF across Western markets. The role offers a unique opportunity to collaborate directly with the executive leadership team and to specialize in acquisitions underwriting, asset management, and capital markets.
Acquisitions
- Support acquisition due diligence and financial analysis.
- Contribute to writing and data gathering for Investment Summaries for new acquisitions.
- Conduct in-depth market research and analysis. Research on market conditions and competition, including lease rates, lease concessions, vacancy and absorption factors.
- Engage, compile, and analyze third party reports (e.g., Phase I, Property Condition, Survey, Title).
- Create/modify Argus models for each property and update periodically.
Asset Management
- Prepare financial analysis, using Excel and ARGUS, of new lease transactions, financings, and capital projects.
- Perform lease analysis on new lease transactions and assist with lease proposals (i.e. LOIs).
- Assist with projects related to leasing, financing, capital projects and tenant management.
- Maintain Excel spreadsheets for tracking leasing performance and occupancy of portfolio.
- Compile data and assist with annual property valuations, performed by third-party appraisers.
- Support in the preparation of annual budgets.
- Conduct financial analysis of prospective dispositions of existing holdings.
Qualifications:
- BA/BS degree with strong GPA.
- 1-3 years of experience in Commercial Real Estate analysis using Excel. ARGUS is a plus.
- Excel modeling proficiency required. ARGUS is preferred.
- Self-motivated, enthusiastic individual who works well in a team environment.
Compensation: $90k - 100K base salary plus bonus.
$120k - $150k
...Trident Consulting is seeking a "Associate Director - Investment Analyst (Wealth Advisory) " for one of our clients in "San Francisco CA" a global leader in Wealth Management Job Title: Associate Director - Investment Analyst (Wealth Advisory) Location: San Francisco...SuggestedFull timeContract workInternshipWork at office- Investment Operations Analyst - Trade Support Are you energized by the fast-paced world of post-trade operations? Do you enjoy solving complex trade and settlement challenges while collaborating with customers, brokers, custodians, and cross-functional teams to ensure seamless...SuggestedDaily paid
$100k - $110k
Investment Banking Analyst - Technology (San Francisco, CA) Oppenheimer & Co. Inc. | Posted Mar 13 Full-time Advanced (5-10 yrs) Who We Are Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full-service broker-dealer. With roots tracing...SuggestedFull timeMonday to Friday- Ridgeline, Inc. is seeking an Investment Operations Analyst - Trade Support to manage post-trade workflows, support trade settlements, allocations, and exception handling. You will work with customers, brokers, custodians, and cross-functional teams to ensure accurate processing...Suggested
$160.7k - $365.24k
The Employee Benefits (EB) Consulting Practice offers excellent retirement, health, compensation, and investment consulting services to our clients. Health Consulting Actuaries are an integral part of the overall client management and client relationship function in Milliman...SuggestedFull timeTemporary workWork experience placementWork at officeLocal areaWorldwideFlexible hours- ...Request ID: 13896-1 Job Title: Accounting & Finance - Finance Analyst Work Location: 1400 Treat Blvd, Walnut Creek CA Pay Rate: 30-33/HR Hours:M-F 8-5 Location: 1400 Treat Blvd, Walnut Creek CA Team Overview: Senior analyst on the team Resource...
$115k - $125k
...manufacturing, logistics, and an expanding SKU portfolio. The Finance Analyst will support the financial processes, reporting, and analysis... ...trade‑off analysis across service levels, inventory investment, cost, margin, and capital efficiency. Cost Management & Margin...Work at officeRemote workWork from homeFlexible hoursWeekend work- ...organizational efficiency, ensure compliance, and advance our mission of enhancing member financial well-being.The Senior Financial Analyst is responsible for preparing and delivering financial reporting, performing variance analyses, and producing complex financial...Full timeWork at officeImmediate startMonday to Friday
$100k - $140k
...project management, business analytics, scheduling, and anyone who thrives in a collaborative environment. Job Overview Title: Financial Analyst Sector: Electric Utilities Seniority: Mid-Level Location: Walnut Creek, CA (Bay Area) Job Type: On-Site As a Financial Analyst, you...Contract workFlexible hours- ...a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams...For contractorsStart working today
$84.74k - $138.67k
...Actuarial Analyst II Location: This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement...Temporary workWork at officeLocal area2 days per week1 day per week$95k - $130k
...technology manufacturing space with global operations and mid-sized local headquarters, is seeking a Manufacturing Cost Senior Financial Analyst to join their finance team in the Merrimack County New Hampshire region. Reporting directly to the Controller and partnering...Local area$95k - $110k
...Established and growing Property Management firm in Walnut Creek, CA is seeking a Financial Analyst to join their team. This is 100% onsite in Walnut Creek, CA. $95,000 - $110,000K/ DOE. Netsuite is needed! NO REMOTE OPTION! Must be able to work 100% onsite in WALNUT...Full timeLocal areaRemote workWork from home- Kinder’s in Walnut Creek, CA is hiring a Finance Analyst to support budgeting, forecasting and reporting across Supply Chain and Operations. You will deliver rigorous financial insights, partner with cross‑functional teams, and help drive margin, cash flow and working capital...
- Financial Analyst - Will Relocate - Indiana Full-time North Star Staffing Solutions is a full lifecycle recruiting company for clients based nationwide. We specialize in placing experienced candidates in industries such as Accounting/Banking, Finance, Manufacturing, IT...Full timeImmediate startRelocation
- Jobtailor in Pleasant Hill, CA seeks a health insurance financial analyst to deliver reports, analyses and client guidance for health and welfare plans. You will prepare RFPs, negotiate renewals, and perform feasibility and funding analyses to support client strategy. The...
- TD Thornton, a premier consulting firm in project management and controls, seeks a Financial Analyst to support large capital projects in the electric utilities sector. The role focuses on invoice management, financial reporting, contract administration, and vendor coordination...Contract work
- Alliant Insurance Services in Walnut Creek is seeking an analyst to support account teams in renewals, marketing, and financial summaries for fully insured and self-funded plans. You will analyze provider networks and utilization, coordinate renewal activities, and present...
$85k - $100k
...attainable for all. The Opportunity The Land Acquisition Analyst supports our Land Acquisition team by researching, analyzing,... .... Analyze due diligence information for potential investments. Extract and interpret data from sources such as MLS, company...Full timeWork at officeWork from home- Kinder's Premium Quality Seasonings & Sauces is hiring a Finance Analyst to support budgeting, forecasting, and reporting across Supply Chain and Operations. You will deliver rigorous analysis, drive cost and margin insights, and partner with cross-functional teams to guide...
- ...relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our...
- ...a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams...For contractorsStart working today
$72k - $141k
You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest...Work experience placementRemote work1 day per week- CNA Insurance in the United States is seeking an experienced actuary to shape pricing strategy for the Medical Professional Liability portfolio across diverse healthcare segments. You will work with business partners and senior leaders to develop analyses and recommendations...
$100k - $200k
Job Overview Looking for an opportunity to work with advanced analytics? A global insurance brokerage firm is seeking a skilled Insurance Analytics Specialist/Actuary to join a dynamic team. Candidate will perform advanced analytical research on specialized insurance topics...Remote job$122.76k - $184.14k
We are so glad you are interested in joining Sutter Health!Organization:SHSO-Sutter Health System Office-BayPosition Overview:Provides consultative project, program management, and change execution support for mergers, acquisitions, integrations, restructuring efforts, ...Full timeWork at officeShift work$8k
...research and stay current on relevant federal and state tax legislation.Work closely with CPAs, attorneys, financial planners, and investment professionals to integrate tax strategies into broader wealth planning.Participate in client meetings and communicate complex tax...$117.44k - $176.16k
We are so glad you are interested in joining Sutter Health!Organization:SHSO-Sutter Health System Office-ValleyPosition Overview:Supports system's Finance strategic objectives, providing long-term financial planning, operational performance analysis, financial feasibility...Full timeWork at officeLocal areaShift work- About Grocery Outlet: Our Mission: Touching lives for the betterOur Vision: Touching lives by being the first choice for bargain-minded consumers in the U.S.Our Values & Behaviors: Achievement, Diversity, Entrepreneurship, Family, Fun, Integrity & ServiceAbout the Team:...Full time
- Taylor Morrison in San Ramon, CA is seeking a Land Analyst to assist with identification, evaluation and acquisition of properties to position the division for success. You will track opportunities, analyze market and financial data, maintain databases, coordinate with...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Analyst. Be the first to apply!
- investment coordinator Walnut Creek, CA
- investment intern (private equity) Walnut Creek, CA
- investment accountant Walnut Creek, CA
- investment operations Walnut Creek, CA
- community investment Walnut Creek, CA
- investment Walnut Creek, CA
- investment strategist Walnut Creek, CA
- investment firm Walnut Creek, CA
- portfolio compliance analyst
- healthcare investment banking analyst


