Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Investment Analyst

$90k - $100k

RETS 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.AcquisitionsSupport 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 ManagementPrepare 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 4 days ago
Similar jobs that could be interesting for youBased on the Investment Analyst in Walnut Creek, CA vacancy
  • $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... 
    Suggested
    Full time
    Contract work
    Internship
    Work at office

    Trident Consulting

    San Ramon, CA
    3 days ago
  • $92.5k - $115.5k

     ...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... 
    Suggested
    Daily paid

    Ridgeline

    San Ramon, CA
    5 days ago
  • $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... 
    Suggested
    Full time
    Monday to Friday

    SupportFinity™

    Berkeley, CA
    3 days ago
  • 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

    Ridgeline, Inc.

    San Ramon, CA
    2 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... 
    Suggested
    Full time
    Temporary work
    Work experience placement
    Work at office
    Local area
    Worldwide
    Flexible hours

    Milliman

    Walnut Creek, CA
    4 days ago
  •  ...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... 

    AA2IT

    Walnut Creek, CA
    4 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 office
    Remote work
    Work from home
    Flexible hours
    Weekend work

    Socket

    Walnut Creek, CA
    4 days ago
  • $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 work
    Flexible hours

    TD Thornton

    Walnut Creek, CA
    3 days ago
  •  ...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 time
    Work at office
    Immediate start
    Monday to Friday

    Pacific Service Credit Union

    Concord, CA
    1 day 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 contractors
    Start working today

    NorthMarq

    Walnut Creek, CA
    2 days ago
  • $126.72k - $207.36k

     ...analysis and ensures its reasonableness as well as accuracy by coordination within the division. Serves as informal mentor to other analysts on the team, guiding them through projects and advancing their analytical and technical skills. Performs key actuarial... 
    Temporary work
    Work at office
    Local area
    Flexible hours
    2 days per week
    1 day per week

    Elevance Health

    Walnut Creek, CA
    3 days ago
  • $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 work
    Work at office
    Local area
    2 days per week
    1 day per week

    Elevance Health

    Walnut Creek, CA
    1 day ago
  • $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

    KForce

    Concord, CA
    4 days ago
  • 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 time
    Immediate start
    Relocation

    Northstar Staffing Solutions

    Lafayette, CA
    3 days ago
  • 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... 

    Kinder's

    Walnut Creek, CA
    5 days ago
  • 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

    TD Thornton

    Walnut Creek, CA
    2 days ago
  • 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... 

    Alliant Insurance Services

    Walnut Creek, CA
    5 days ago
  • 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... 

    Jobtailor

    Pleasant Hill, CA
    5 days ago
  • $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 time
    Work at office
    Work from home

    KB Home

    San Ramon, CA
    10 hours ago
  • 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... 

    Kinder's Premium Quality Seasonings & Sauces

    Walnut Creek, CA
    4 days ago
  •  ...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... 

    JP Morgan Chase

    Walnut Creek, CA
    3 days ago
  • 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...

    CNA Insurance

    Walnut Creek, CA
    2 days ago
  • $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 placement
    Remote work
    1 day per week

    CNA Insurance

    Walnut Creek, CA
    2 days ago
  • $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

    DW Simpson Global Actuarial & Analytics Recruitment

    Walnut Creek, CA
    2 days ago
  • $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 time
    Work at office
    Shift work

    Sutter Health

    Emeryville, CA
    10 hours 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 contractors
    Start working today

    Northmarq

    Walnut Creek, CA
    2 days ago
  • $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... 

    Robert Half

    Walnut Creek, CA
    2 days ago
  • $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 time
    Work at office
    Local area
    Shift work

    Sutter Health

    Emeryville, CA
    3 days ago
  • NorthMarq in Walnut Creek, CA is seeking a Senior Investment Broker to lead a small broker team and drive growth in commercial real estate investments. The role combines independent contractor flexibility with enterprise-level marketing and research support. The ideal... 
    For contractors

    Fairweather, LLC

    Walnut Creek, CA
    4 days ago
  •  ...systems to support analyses (e.g., membership and utilization reports, volume reporting, day sales inventory, analysis spreadsheets, investment schedules).Supports field operations by analyzing and interpreting their operational/financial performance; and determining areas... 
    Work experience placement

    Kaiser Permanente

    Martinez, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Investment Analyst. Be the first to apply!