Investments & Portfolio Analyst

Irvine, United States | Posted on 11/13/2025 Cima Investment Group is a vertically integrated investment platform focused on senior housing, multifamily, and special-situation assets across the U.S. Our team manages acquisitions, development, and operations through a hands‑on, data‑driven approach — combining institutional underwriting discipline with the agility of an entrepreneurial firm. We turn complexity into opportunity—leveraging data, technology, and discipline to unlock value in complex investments and deliver superior risk‑adjusted returns. The Investment & FP&A Analyst is a core member of Cima’s private equity team, supporting the full lifecycle of real estate investments across multiple asset classes and capital structures. This highly analytical, execution‑focused role includes underwriting, capital stack evaluation, promote and waterfall modeling, portfolio analytics, sourcing support, and the development of internal financial and data systems. The Analyst will work directly with principals and senior leadership in a fast‑paced, high‑output environment. Within the first year, Analysts will have supported $100M+ in transactions across multiple investment vehicles, gained exposure to complex deal mechanics such as promote structures and co‑invest programs, and played a meaningful role in advancing Cima’s FP&A and data platforms. This position offers accelerated, institutional‑caliber experience and significant responsibility within a lean, high‑performing private equity platform. Responsibilities Underwriting & Modeling – Build and maintain detailed financial models and sensitivity analyses to evaluate deal feasibility, capital structures, and operational turnaround scenarios across both real estate and operating businesses. Deal Analysis & Structuring – Participate in capital stack design, promote and waterfall modeling, and fund‑level return analysis to support investment committee decisions and sponsor‑side structuring. FP&A & Portfolio Reporting – Build and maintain live forecasts across a $100M+ private equity turnaround portfolio; track property performance, budgets; prepare variance and KPI analyses. Capital Markets Support – Contribute to offering memoranda, lender packages, and investor presentations Process Automation – Streamline investment and reporting workflows through Excel automation, Power BI dashboards, and Python/SQL tools. The ideal candidate will be based in Irvine/Orange County, California and will be available to work on‑site in a local Cima office. Team members may be expected to travel and occasionally work outside normal operating hours based on transaction timelines, market conditions, and project deadlines. Our hiring process typically includes: A brief screening call to discuss background and fit A culture and values conversation with senior leadership A 1‑hour modeling and case exercise to evaluate technical proficiency Candidates whodemonstrate strong analytical skills, initiative, and culturalalignment will advance quickly through the process. Ifyou’re driven by steep learning curves, real execution, andhands‑on exposure to private equity investing, we’d love to hearfrom you. Requirements Bachelor's degree in RealEstate, Finance, Economics(or other related field) 1-2+ yearsprofessional experience (including internships) in finance, accounting, CRE or related field AdvancedExcel Modeling skills (financial modeling, dynamiccash flow modeling) Stronggrasp of financial statements, valuation, and DCFconcepts Excellentwritten communication and data presentationskills Thrives in fast-moving, entrepreneurial environments Self-starter withstrong independentlearning capabilities and the ability to leverage AI and automation toolsfor modeling, research, and processoptimization. Hands-onunderwriting of live acquisitions and developments fromday one Activeparticipation in sourcing, structuring, and underwritinglive acquisitions and development deals Direct exposureto fund-level modeling, promote structures, and investorreporting Direct mentorshipfrom senior leadership with backgrounds in institutionalCRE funds, brokerage, and investment banking. Acceleratedadvancement based on performance and ownership Role impact on$100M+ in active investments and future growthinitiatives #J-18808-Ljbffr