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.
$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 hours- ...affiliate of Pathstone Family Office, LLC - is a $13+ billion investment management firm specializing in customized direct indexing and... ..., family offices, and institutional investors. The Investment Analyst plays a hands-on role on the investment team, owning day-to-day...SuggestedWork at office
- Concentric Innovation, a San Francisco-based investment manager and Pathstone affiliate, seeks an Investment Analyst to own daily portfolio rebalancing across client accounts and contribute to Python-based tooling. Work with trading, operations and client services to resolve...Suggested
- Concentric Innovation, affiliated with Pathstone Family Office, seeks an Investment Analyst to join its investment team in Walnut Creek, CA. The role focuses on hands-on portfolio rebalancing, workflow improvements, and contributing to automation via Python-based tools...SuggestedWork at office
$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- ...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...
$80k - $115k
...Century Group's client is looking for a highly motivated Senior Financial Analyst to lead the evolution of our FP&A function. In this role, you will play a key part in financial reporting to management and the Board of Directors, annual budgeting, and monthly forecasting...$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...Full timeTemporary workWork experience placementWork at officeLocal areaWorldwideFlexible 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
- Kinder's in Walnut Creek, CA, seeks a Senior Financial Analyst in Supply Chain Finance - Manufacturing to deliver cost and performance insights across co-manufacturing, logistics, and SKU expansion. You’ll build models, validate costs, and influence decisions with rigorous...
$115k - $125k
...scale and complexity of our supply chain across co-manufacturing, logistics, and an expanding SKU portfolio. The Senior Financial Analyst, Supply Chain Finance - Sourcing & Procurement will provide analytical and financial support to Procurement and Strategic Sourcing....Contract workWork 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 officeLocal areaImmediate startRemote workMonday to Friday
- Kinder’s is seeking a Senior Financial Analyst, Supply Chain Finance - Sourcing & Procurement to deliver analytical and financial support across materials, packaging, and supplier cost management. You will forecast costs, analyze variances, and support negotiations with...
- Kinder’s in Walnut Creek, CA, seeks a Senior Financial Analyst for Supply Chain Finance - Sourcing & Procurement. You will analyze material costs, forecast trends, and support supplier negotiations, collaborating with Procurement, Supply Chain Finance, R&D, and Operations...
- Senior Financial Analyst, Supply Chain Finance - Manufacturing BUILT ON FLAVOR. FUELED BY PEOPLE. What’s it like to work at Kinder’s... ...validate realized savings. Support business cases for capacity investments, make-versus-buy decisions, network changes, capital...Work at officeRemote workWork from homeFlexible hoursWeekend work
- Kinder’s is seeking a Senior Financial Analyst, Supply Chain Finance - Manufacturing, to strengthen cost analysis across co-manufacturing, logistics, and SKU expansion. You will develop reporting, models, and insights to drive cost efficiency and manufacturing performance...
- CS Power Systems Inc. is seeking a Business Strategy Analyst to join our Commercial Operations team. This role focuses on strategic planning, financial analysis, and performance management across revenue, profitability, and operational KPIs. The ideal candidate has experience...
- Canadian Solar CS Power Systems is seeking a Business Strategy Analyst to join our Commercial Operations team. The role focuses on strategic planning, financial analysis, and performance management to support leadership decisions. You will work on P&L analysis, forecasts...
$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 &...Work at officeRemote workWork from homeFlexible hoursWeekend work- Kinder's Premium Quality Seasonings & Sauces is seeking a Senior Financial Analyst, Supply Chain Finance - Sourcing & Procurement to drive cost analysis across ingredients, packaging, and components. You’ll forecast costs, validate savings, and support supplier negotiations...
- ...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
- Kinder’s is a high-growth, flavor-focused consumer goods company based in Walnut Creek, CA. We’re hiring a Senior Financial Analyst, Supply Chain Finance - Sourcing & Procurement to develop models, forecast costs, and support supplier negotiations across ingredients, packaging...Work at officeFlexible hours
- ...Job Description Job Description Our client, a well-established Fortune 500 organization, is seeking a Legal Bill Analyst to join its legal operations team for a 3-month contract period with possibily for extension. This role is ideal for a legal billing professional...Contract workWork at officeRemote work2 days per week3 days per week
$25 - $28 per hour
...Job Description Job Description Legal Bill Review Analyst Presented by LHH Recruitment Solutions Position Summary LHH Recruitment Solutions is seeking a detail-oriented Legal Bill Review Analyst to support the Legal Bill Review team within a leading workers...Hourly payFull timeContract workTemporary workWork at officeLocal areaMonday to Friday$25 - $38 per hour
Mechanics Bank is currently searching for a Information Security Analyst to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role is based on-site in California. What you will do: Works...Hourly pay16 hoursWork experience placementWork at officeWork from homeFlexible hours- Mechanics Bank is seeking an Information Security Analyst to join our team on-site in California. You will collaborate with multiple departments to ensure policy compliance and assist security engineering on security projects, while leading research on threats and remediation...
- ...that is committed to your professional growth? Look no further! Join us at Gallagher Re and fast-track your career as an Actuarial Analyst through our REACH Program. This is a 24-month structured learning and development program that will equip upcoming and recent college...Full timeWork experience placementInternshipWork at officeLocal areaRemote workHome office
- CNA Insurance is seeking a Senior Actuarial Consultant to join our pricing team to develop and recommend actuarial pricing and rating plans for a complex nature, for commercial auto and general liability. You will collaborate with business partners at all levels and Actuarial...
$70.35k - $205.8k
...Becoming tech savvy, well-rounded, and market-relevant leaders with an ownership and founder mindset doesn't happen by chance. We invest in training and development in a big way, so you can build your future along with ours, creating an impactful career unique to you....Work experience placementLive inWork at officeLocal area- Gallagher Re offers a 24-month REACH program for actuarial analysts, combining structured training with real client work. You will gain exposure to pricing models, data analytics, and risk management while pursuing ACAS/FCAS credentials. The role supports in-office and...Work at officeRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Analyst. Be the first to apply!
- investment Walnut Creek, CA
- community investment Walnut Creek, CA
- investment sales Walnut Creek, CA
- investment intern (private equity) Walnut Creek, CA
- investment operations Walnut Creek, CA
- investment part time Walnut Creek, CA
- investment strategist Walnut Creek, CA
- investment accountant Walnut Creek, CA
- investment firm Walnut Creek, CA
- investment coordinator Walnut Creek, CA


