Investment Analyst
$90k - $100kReal Estate Talent Solutions, Inc.
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.
$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$90k - $100k
...CRE Real Estate Analyst (Asset Management and Acquisitions) RETS Associates on behalf of our client, an entrepreneurial Commercial... ...financial analysis. Contribute to writing and data gathering for Investment Summaries for new acquisitions. Conduct in-depth market...Suggested- ...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
$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...Full timeContract workInternshipWork 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...Full timeMonday to Friday- ...role:Wells Fargo is seeking a Mid-Corporate PM Senior Financial Analyst in Commercial Banking working with clients whose annual... ...compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to...Full timeWork experience placementWork at office
$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- ...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 &...Work at officeRemote workWork from homeFlexible hoursWeekend work$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...$90.23k
...technology, digital solutions, and data-driven insights to solve complex infrastructure challenges. We're seeking a Senior Financial Analyst to serve as a strategic business partner to leadership, helping guide financial decisions that drive growth, profitability, and...Contract workWork experience placementH1bWork at office- ...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
- ...Type: Full-Time, Salary Department: Corporate Position Summary We are seeking a detail-oriented and analytical Financial Data Analyst to join our Corporate Finance team. This position will be responsible for developing, maintaining, and improving financial reports,...Full timeLocal area
- ...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
$90k - $120k
...The FP&A Analyst supports financial planning, forecasting, and strategic decision-making within a fast-paced, private equity-sponsored... ...sensitivity analyses to support strategic initiatives, growth investments, and cost optimization Assist with operational and...Remote workMonday to Friday$134.5k - $190.5k
Senior Actuarial ConsultantYou 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...Work experience placement$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 work$52k - $79.04k
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 will be working on-site. Under direct supervision, Provides...Hourly pay16 hoursFull timeWork experience placementWork at officeWork from homeFlexible hours$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...
- ...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
$54.4k - $111.5k
...opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Credit Analyst is primarily responsible for completing the daily duties of underwriting and monitoring credit while performing analytical...Full timeWork at 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- Mechanics Bank in California is seeking an Information Security Analyst to join our team. This on-site role supports policy compliance, security event analysis, and alerting automation. You will triage security incidents, coordinate with IT and security teams, conduct threat...
- ...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...
$390k - $430k
Job Description Job Description Looking for a step up? This is a perfect opportunity to move up to the next level. P&C client is in search of an experienced Chief Actuary. The most on-target candidates will have strong leadership abilities & communication skills,...Remote work$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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Analyst. Be the first to apply!
- investment operations Walnut Creek, CA
- investment intern (private equity) Walnut Creek, CA
- investment Walnut Creek, CA
- investment coordinator Walnut Creek, CA
- community investment Walnut Creek, CA
- investment strategist Walnut Creek, CA
- investment firm Walnut Creek, CA
- investment sales Walnut Creek, CA
- investment accountant Walnut Creek, CA
- portfolio compliance analyst


