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.
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Investment Analyst in Walnut Creek, CA vacancy
$80k - $90k
...Concentric Innovation: Concentric Innovation ("Concentric") is an investment management firm specializing in customized direct indexing and... ...infrastructure. Position Summary: The Investment Analyst plays a key role on our investment team, owning day-to-day portfolio...SuggestedWork at officeFlexible hoursPathStone
Walnut Creek, CA1 day ago- The role requires 3-5 years in investment operations, a finance-related degree, and a willingness to start early. This hybrid NY-based position includes collaboration across teams and a strong customer focus. #J-18808-Ljbffr RidgelineSuggested
$19.25 - $28.85 per hour
Driveway Valet at Walnut Creek Subaru Hub is an entry level role supporting online vehicle acquisitions. You will coordinate pickups, educate customers on the process, and maintain documentation while traveling to local locations for vehicle acquisitions. Competitive pay...SuggestedHourly payLocal areaHome office$110k - $140k
...Are you passionate about financial planning, business analysis, and supporting strategic decision-making? As a Corporate FP&A Analyst IV , you will join our Finance team in Walnut Creek, California, and play a key role in executive-level reporting, expense planning...SuggestedTemporary workAptiv
Walnut Creek, CA2 days ago$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 hoursMilliman
Walnut Creek, CA2 days ago- ...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
NorthMarq
Walnut Creek, CA5 days ago $115k - $125k
...logistics, and an expanding SKU portfolio. The Senior Financial Analyst, Supply Chain Finance - Manufacturing will provide analytical... ...realized savings. Support business cases for capacity investments, make-versus-buy decisions, network changes, capital expenditures...Work at officeRemote workWork from homeFlexible hoursWeekend workKinder's
Walnut Creek, CA3 days ago$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- Job Description Job Description Benefits: ~401(k) ~401(k) matching ~ Bonus based on performance ~ Company parties ~ Opportunity for advancement ~ Paid time off ~ Training & development ~ Paid holidays ~ License reimbursement You May Be a Great...Work at office
Stephanie Scanlan - State Farm Agent
Benicia, CA15 days ago - ...Job Description Job Description The FP&A Analyst supports financial planning, forecasting, and strategic decision-making within... ...sensitivity analyses to support strategic initiatives, growth investments, and cost optimization Assist with operational and strategic...Remote work
Integrated Pain Management Medical Group, Inc.
Walnut Creek, CAa month ago - ...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
Northmarq
Walnut Creek, CAa month ago - Dreyer’s Grand Ice Cream in Walnut Creek, CA is seeking a Tax Analyst to ensure compliance with federal, state, and local tax filings and to support accounting-related activities. The role focuses on maintaining accuracy in tax records, coordinating with cross-functional...Local area
- ...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...Full timeLocal areaConcord, CA12 days ago
- Introduction At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping ...Local area
- AMPLIFY YOUR IMPACT AT FORM ENERGYForm Energy is an American technology company that is developing a new class of breakthrough, iron-air batteries for a reliable, clean, and affordable electric grid. Driven every day by our core values of humanity, excellence, and creativity...
Form Energy
Berkeley, CA18 hours ago - ...Position Summary The Financial Analyst leads the analysis and delivery of patient-level clinical and financial information to support operational, financial, and strategic decision-making across the medical center or health system. Develops case-based operating budgets...
UCSF Health Medical Foundation
Emeryville, CA5 days ago $3,000 - $8,000 per month
Acquisitions Specialist at Bill Warring State Farm At Bill Warring State Farm, we're here to help people protect what matters most. We take pride in serving our community with integrity, care, and real support. Whether we're helping someone navigate filing a claim or...Work at officeRemote work- ...your own.Job Description* DEVOPS AND TOOLCHAIN AUTOMATION EXPERIENCE REQUIRED * BMC REMEDY PLATFORM KNOWLEDGE REQUIRED * DUAL ROLE - ANALYST WITH HANDS ON DEVELOPMENT CAPABILITIES Work with core user groups to identify and analyze user requirements and recommend /...
AmNet Services
Walnut Creek, CA3 days ago - ...achieve targeted securities fee income goals within assigned territory. Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint appointments with bankers and assist them in efficiently identifying...
- ...Job Description Job Description Paulson Investment Company, LLC is a boutique investment banking, wealth management, execution services, and retail brokerage and advisory firm focused on the micro to mid-cap (public & private) markets. We provide a broad range of...Full timeFlexible hours
Paulson Investment Company
Walnut Creek, CA19 days ago - Make your next move an expert one.At Colliers it’s not our success that sets us apart, it’s how we achieve it. Our people are passionate, take ownership and always do what’s right for our clients, people and communities.Why Colliers?Our enterprising environment needs your...Full timeInternshipLocal areaVisa sponsorshipWork visa
Colliers International
Walnut Creek, CA1 day ago $40.23 - $46.2 per hour
Location Main Campus-Berkeley About Berkeley At the University of California, Berkeley, we are dedicated to fostering a community where everyone feels welcome and can thrive. Our culture of openness, freedom, and belonging makes it a special place for students, faculty...Bi-weekly payHourly payFull timeContract workWork experience placementH1bWork at officeLocal areaRemote work$125k - $143k
...simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and... ...), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).Series 65 required...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hoursMercer Advisors
Walnut Creek, CA1 day ago- ...individual. Our goal is that the individual will progress to managing their own trial caseload. We are committed to a long term investment in the right person. Must be organized, detail-oriented and have excellent writing and litigation skills. Experience handling 1st...
Garcia Shaw, APC
Walnut Creek, CA6 days ago - Job Description Job Description Please note; this role is a hybrid position based in Pleasanton! Clapp Moroney Vucinich Beeman and Scheley is a Civil Defense litigation firm with offices located in Pleasanton and San Mateo, California. The law firm has practiced...
Clapp Moroney Vucinich Beeman and Scheley
Walnut Creek, CA8 days ago $135k - $160k
Job Description Job Description DeHay & Elliston, a nationally recognized litigation firm, seeks an experienced litigation attorney to join our East Bay Area office. This position requires a candidate who is an active member of the California State Bar with a minimum...Full timeWork at officeDeHay & Elliston, LLP
Walnut Creek, CAa month ago- Job Description Job Description Work Setting : Hybrid remote in Oakland, CA 94612 About The Role The Associate Attorney handles family law matters from initial filing through Judgment or Final Order, delivering the firm’s high standard of legal work...Full timeWork at officeLocal areaRemote work
Ross Family LawPC
Walnut Creek, CA11 days ago $85k - $120k
OverviewSenior Associate (Public Sector Consulting)USA: Chicago, IL | Sacramento, CA | Walnut Creek, CA (Hybrid)MGO is a Top CPA and advisory firm with 500+ professionals across the U.S. and India, serving clients in 97 countries. Recognized as a “Best Place to Work,” we...Full timeLocal areaMacias Gini & O'Connell
Walnut Creek, CA5 days ago$71k - $96k
Description Join a nationally significant recovery effort advancing a resilient, healthy Maui community. This role supports postdisaster rebuilding by aligning water, reuse, wastewater, stormwater, watershed, and cultural and historic resource outcomes under a unified ...Temporary workRemote workBrown and Caldwell
Walnut Creek, CA2 days ago$49k - $91.3k
Sr. BA The applicable base salary range for this role is $49,000 to $91,300. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions...Minimum wageMarsh LLC
Walnut Creek, CA1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Analyst. Be the first to apply!
Related searches
- investment operations Walnut Creek, CA
- investment intern (private equity) Walnut Creek, CA
- investment accountant Walnut Creek, CA
- investment firm Walnut Creek, CA
- investment sales Walnut Creek, CA
- investment coordinator Walnut Creek, CA
- real estate investment Walnut Creek, CA
- community investment Walnut Creek, CA
- investment Walnut Creek, CA
- entry level portfolio analyst