Post job

Wealth Management Advisor jobs at Grandbridge Real Estate Capital - 337 jobs

  • Senior Analyst, Development & Investments

    Foundry Commercial 4.2company rating

    Boca Raton, FL jobs

    Foundry Commercial was created to be a different kind of real estate company. Our motto - “It's Personal” - rings true in everything we do… we value authentic human experiences. At Foundry Commercial, there is a strong sense of community. From wellness fairs to ugly Christmas sweater parties to company fundraisers, Foundry associates lean in to support one other and the causes that are important to us. We bring a sense of teamwork, collegiality, and diversity to all that we do. At the heart of it all is trust and respect. These two things drive everything else. We have built a place where people truly know each other, celebrate together, learn together, and live life alongside each other. Foundry Commercial is currently seeking a Senior Analyst to join our Development and Investments (“D&I”) team in Boca Raton, Florida. We are looking for a motivated investment professional possessing a passion for real estate, strong financial skills, business acumen and leadership. The primary focus of this role will be analyzing and executing commercial real estate acquisition and development opportunities in industrial, office, healthcare and retail product types across Florida, Texas, Nashville, Atlanta, and the Carolinas. This is a great opportunity to develop the following: Solid foundation in the technical skills (quantitative and qualitative) required to analyze real estate investment opportunities; Ability to think strategically through the investment strategy and inherent risks and opportunities of an investment; Complete understanding of our investment process (analysis/underwriting, capitalization, approvals, asset management, and portfolio/fund management) by learning, implementing, and managing it; Deep appreciation for the level of attention to detail and organization required to successfully analyze, capitalize and execute both acquisition and development opportunities; and Broad exposure to numerous deals and the Foundry platform - our Analyst and Associate team benefits from exposure to over 100 deals annually in multiple product types across multiple markets while working with Deal Principals, Asset Management, Project Management, Accounting, Property Management and Brokerage teams. Essential Job Functions: Analyze and review offering materials, leases, operating statements, development budgets, equity and debt term sheets, third party due diligence reports, etc. Acquire and analyze key property and market information by gathering information from deal leads, brokers, property managers, etc. Develop advanced financial models and analysis using Argus and MS Excel. Prepare investment committee memos, equity/debt packages, presentations and reports for investors and lenders. Direct the gathering, organizing, and presenting of demographic, economic, and real estate market research, draw objective conclusions, and make recommendations. Execute the investment process, including underwriting, capitalization, due diligence, and closing. Contribute in the due diligence and closing process including review and tracking of due diligence requirements, third party reports, property/tenant information, JV and debt documentation, and closing statements. Aid on special projects and complete other duties as assigned. Ability and desire to work both independently and collaboratively in group settings amongst the team of analysts/associates within the “Deal Hub”. Education and Experience Requested: Analyst - Must have an Undergraduate degree, with an emphasis in Finance or Real Estate, internship and graduate degree preferred. Senior Analyst - Full-time commercial real estate work experience required. Undergraduate degree in finance or real estate required. Undergraduate degree in finance or real estate and graduate degree preferred. Proficiency in Excel and Argus is required - ability to conduct data analysis and real estate financial modeling, including complex debt and equity partnership structures. Proficiency in analytical writing - ability to effectively communicate and present well-reasoned and data-supported thoughts and ideas to a variety of audiences. Proficiency in AI tools including ChatGPT to assist in data analysis, efficiency, and creative problem solving. Relentless attention to detail with strong research, analytical and problem-solving skills. Excellent organizational, interpersonal, and oral/written communication skills. Ability to develop and maintain positive relationships with colleagues, managers, lenders, partners, and third parties. Effective time manager - ability to consistently manage multiple projects with accuracy, set priorities, and meet deadlines. Extremely high energy, fast-paced and driven to succeed. Foundry Commercial is an Equal Opportunity Employer Foundry Commercial is an equal opportunity employer and makes employment decisions on the basis of merit. We want to have the best available person in every job. It is the policy of Foundry Commercial to grant equal employment opportunities to all qualified persons without regard to race, color, creed, sex, religion, age, national origin, marital status, sexual orientation, citizenship, physical or mental disability that does not prohibit performance of essential job functions, veteran's status, or any other conditions or identifications against which discrimination is prohibited.
    $68k-116k yearly est. 1d ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Investment Sales Analyst / Due Diligence Coordinator

    CBRE 4.5company rating

    Charlotte, NC jobs

    Job ID 256399 Posted 16-Jan-2026 Service line Advisory Segment Role type Full-time Areas of Interest Capital Markets **About the Role:** As a CBRE Investment Sales Analyst, you will develop business and negotiate the selling, leasing, and marketing of small to medium sized commercial real estate properties for clients. This job is part of the Brokerage job function. They are responsible for the buying, selling, and letting of residential, office, and commercial properties on behalf of clients for occupation. **What You'll Do:** + Secure new and expanded business opportunities through prospecting, networking, relationship building, and selling additional services to current client base. + Provide tenants and landlords with pertinent information on leasing availability, current market conditions, and property values. + Accompany prospective clients to property sites to discuss property features, leasing rates, and terms. + Compile property data tenant surveys, summary reports, maps, status updates, and presentations for listing or tenant representative assignments. + Assist with request for proposals. Evauluate data and prepare real estate reports on average rent, tenants in the market, historical data, and market comparisons. + Gather materials necessary for transactions such as listing agreements, commission agreements, leases, and sales agreements. + Prepare offers, term sheets, and lease amendments. + Assist attorneys in preparing real estate contracts such as deeds, leases, and mortgages. + Maintain current knowledge of market conditions, property values, and legislation that may affect the real estate industry. + Draft correspondence to existing and prospective clients. Gather and distribute marketing materials. + Have some knowledge of standard principles with limited practical experience in applying them. + Lead by example and model behaviors that are consistent with CBRE RISE values. + Impact the quality of own work. + Work within standardized procedures and practices to achieve objectives and meet deadlines. + Exchange straightforward information, asks questions and check for understanding. **What You'll Need:** + Bachelor's Degree preferred with up to 3 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered. + Ability to use existing procedures to solve standard problems. + Experience with analyzing information and standard practices to make judgments. + In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc. + Organizational skills with a strong inquisitive mindset. Why CBRE? When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants. Our Values in Hiring At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications. Applicant AI Use Disclosure We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process. Disclaimers Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future. About CBRE Group, Inc. CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world's largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than 140,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). Please visit our website at ************* **Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law. **Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at *************** (U.S.) and *************** (Canada). CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
    $61k-99k yearly est. 2d ago
  • Investment Sales Analyst- Retail Investment Properties

    CBRE 4.5company rating

    Tampa, FL jobs

    Job ID 230163 Posted 07-Jan-2026 Service line Advisory Segment Role type Full-time Areas of Interest Capital Markets **About The Role:** This is an incredible and rare opportunity to join one of Tampa's highest performing and award winning CBRE Capital Markets team that has closed over $1.1 billion in transactional volume and over 2.5 million square feet sold in 24 states. This group is extremely ambitious and now adding this special position to their brigade to enhance the team's overall performance with the targeted objective of capturing additional sizeable market share. As a CBRE Investment Sales Analyst, you will develop business and negotiate the selling, leasing, and marketing of small to medium sized commercial real estate properties for clients. This job is part of the Brokerage job function. They are responsible for the buying, selling, and leasing of residential, office, and commercial properties on behalf of clients for occupation. **What You'll Do:** + Secure new and expanded business opportunities through prospecting, networking, relationship building, and selling additional services to current client base. + Provide tenants and landlords with pertinent information on leasing availability, current market conditions, and property values. + Accompany prospective clients to property sites to discuss property features, leasing rates, and terms. + Compile property data tenant surveys, summary reports, maps, status updates, and presentations for listing or tenant representative assignments. + Assist with request for proposals. Evaluate data and prepare real estate reports on average rent, tenants in the market, historical data, and market comparisons. + Gather materials vital for transactions such as listing agreements, commission agreements, leases, and sales agreements. + Assist attorneys in preparing real estate contracts such as deeds, leases, and mortgages. + Maintain current knowledge of market conditions, property values, and legislation that may affect the real estate industry. **What You'll Need:** To perform this job successfully, an individual will need to perform each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. + Bachelor's Degree preferred with up to 3 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered. + Advanced proficiency in Excel, including macros, integration of output documents with Excel templates and data analytics leveraging pivot tables + Experience and knowledge in data aggregation, automation and synthesizing including Web SEO + In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc + Experience with analyzing information and standard practices to make judgments. **Why CBRE?** When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants. **Our Values in Hiring** At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications. **Applicant AI Use Disclosure** We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process. **Disclaimers** Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future. **About CBRE Group, Inc.** CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world's largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than 140,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). Please visit our website at ************* **Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law. **Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at *************** (U.S.) and *************** (Canada). CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
    $57k-93k yearly est. 4d ago
  • Advisor, Transaction Management

    Cresa Global 4.4company rating

    Conshohocken, PA jobs

    Full-time Description Cresa believes in providing Advisors with the base of knowledge and guidance necessary to be an effective and productive commercial real estate professional throughout their career. All Advisors, whether experienced or new to the commercial real estate profession, are provided sales training the “Cresa Way” either through written training manuals, mentorship with a senior broker or Managing Principal, involvement in teams and regular training meetings. Essential duties and responsibilities: • Quick grasp and understanding of company niche and market advantages offered by Cresa's local office to convey these advantages to prospects • Heavy prospecting for new client relationships via phone and door-to-door contact and communication • Learn and sharpen presentation skills to win business • Office Specific: o Learn to quickly discern property attributes - their value and how they provide positive or negative consequences for clients o Learn who the players are in the local market, and develop relationships o Learn and stay current with market trends, tenant/buyer movement and deal points o Strongly consider continued education and involvement in commercial real estate organizations and designations Requirements Required: • Excellent communication skills • Very strong work ethic and desire to work in a sales environment • Entrepreneurial approach to business-desire to evolve into straight commission compensation • Ability to work well with others • Strong math skills and problem-solving capability • Desire to make real estate a career choice Education/Experience: • Have a Real Estate License or plan to obtain it in Pennsylvania • Bachelor's degree • 2 years of Office-specific commercial real estate experience preferred • Valid driver's license
    $73k-143k yearly est. 60d+ ago
  • Advisor, Transaction Management

    Cresa Global Inc. 4.4company rating

    Conshohocken, PA jobs

    Job DescriptionDescription: Cresa believes in providing Advisors with the base of knowledge and guidance necessary to be an effective and productive commercial real estate professional throughout their career. All Advisors, whether experienced or new to the commercial real estate profession, are provided sales training the “Cresa Way” either through written training manuals, mentorship with a senior broker or Managing Principal, involvement in teams and regular training meetings. Essential duties and responsibilities: • Quick grasp and understanding of company niche and market advantages offered by Cresa's local office to convey these advantages to prospects • Heavy prospecting for new client relationships via phone and door-to-door contact and communication • Learn and sharpen presentation skills to win business • Office Specific: o Learn to quickly discern property attributes - their value and how they provide positive or negative consequences for clients o Learn who the players are in the local market, and develop relationships o Learn and stay current with market trends, tenant/buyer movement and deal points o Strongly consider continued education and involvement in commercial real estate organizations and designations Requirements: Required: • Excellent communication skills • Very strong work ethic and desire to work in a sales environment • Entrepreneurial approach to business-desire to evolve into straight commission compensation • Ability to work well with others • Strong math skills and problem-solving capability • Desire to make real estate a career choice Education/Experience: • Have a Real Estate License or plan to obtain it in Pennsylvania • Bachelor's degree • 2 years of Office-specific commercial real estate experience preferred • Valid driver's license
    $73k-143k yearly est. 17d ago
  • Investment Solutions Advisor

    The Strickland Group 3.7company rating

    Richmond, VA jobs

    Here's a revised version tailored for a Marketing Communications Manager role: Join Our Team as an Investment Solutions Advisor Are you a strategic storyteller with a passion for branding, content creation, and audience engagement? We are seeking a dynamic Investment Solutions Advisor to develop and execute compelling marketing strategies that elevate our brand and drive business success. Why You'll Love This Role: 🎯 Strategic Impact - Lead marketing communication efforts that enhance brand awareness and engagement. ⏰ Work-Life Balance - Enjoy a flexible schedule with full-time opportunities. 🚀 Career Growth - Access professional development programs and leadership opportunities. 💰 Competitive Compensation - Earn a stable income with performance-based incentives. Your Responsibilities: Develop and implement integrated marketing communication strategies across multiple channels. Create compelling content for websites, email campaigns, social media, and press releases. Collaborate with cross-functional teams to align messaging with business objectives. Manage brand voice, ensuring consistency across all marketing materials and communications. Oversee media relations, PR initiatives, and partnerships to enhance brand visibility. Analyze marketing campaign performance and optimize strategies for better engagement. What We're Looking For: Proven experience as a Marketing Communications Manager or in a similar role. Strong writing, editing, and storytelling skills. Proficiency in digital marketing tools, social media management, and content creation platforms. Ability to develop and execute successful communication campaigns. Excellent collaboration and project management skills. Experience in PR, media relations, and brand management is a plus. Perks & Benefits: Paid professional development and continuous learning opportunities. Health insurance and retirement plans. Performance-based bonuses and recognition programs. Leadership growth and career advancement opportunities. 🚀 Ready to Make an Impact? If you're passionate about crafting compelling marketing communications that drive brand success, apply today! Join us and be part of a team that values creativity, strategy, and innovation. Your journey as an Investment Solutions Advisor Manager starts here-let's tell our story together!
    $82k-148k yearly est. Auto-Apply 60d+ ago
  • Analyst - Private Equity Investments

    Stepstone Group 3.4company rating

    New York, NY jobs

    We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Position overview: The Private Equity Analyst will engage broadly in various areas of the private equity industry, including manager and fund diligence for StepStone's advisory practice, as well as diligence responsibilities for StepStone's asset management business lines (i.e., co-investment and secondaries practices). Essential job functions: Work in a team environment with other investment team members to source, screen, and conduct due diligence on selected private equity fund managers, co-investments, and secondaries Perform quantitative and qualitative research and financial modeling/analysis on companies and assets across industries and geographies Interact with fund managers/portfolio company management teams to conduct in-depth portfolio and asset-level underwriting and analysis Analyze PPMs, financial statements, and investment returns Conduct reference calls as a part of manager and asset due diligence Perform market research using publicly available information and proprietary databases to identify, quantify and analyze macroeconomic trends across a variety of industry sectors Preparation of due diligence materials and Investment Committee memos Present recommendations to the investment team and the Firm's Investment Committee Monitor the performance of the Firm's existing investments Education and/or work experience requirements: One to three years of investment banking, consulting, and/or private equity experience Must be able to work legally in the U.S. without requiring visa sponsorship now or in the future Bachelor's degree preferably in Business, Finance, Economics, Accounting, or a related field Required knowledge, skills, and abilities: Excellent quantitative skills, including financial modeling, analytical and valuation skills for purpose of evaluating investment opportunities Strong sense of risk/reward trade-offs, and an ability to display sound investment judgement Self-starter, with strong ability to think creatively and conduct research to find solutions Ability to communicate and present ideas effectively, both verbally and in writing Capable of multi-tasking with strong attention to detail Promote and demonstrate a positive, team-oriented attitude, with desire to work on various projects High proficiency in Microsoft Word, Power Point and Excel Fluent (written and spoken) English Pay Range - $105,000 - $112,500 The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees. #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Candidates must be at least 18 years old to apply. Developing People at StepStone
    $105k-112.5k yearly Auto-Apply 60d+ ago
  • Analyst - Private Equity Investments

    Stepstone Group Inc. 3.4company rating

    New York, NY jobs

    We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Position overview: The Private Equity Analyst will engage broadly in various areas of the private equity industry, including manager and fund diligence for StepStone's advisory practice, as well as diligence responsibilities for StepStone's asset management business lines (i.e., co-investment and secondaries practices). Essential job functions: * Work in a team environment with other investment team members to source, screen, and conduct due diligence on selected private equity fund managers, co-investments, and secondaries * Perform quantitative and qualitative research and financial modeling/analysis on companies and assets across industries and geographies * Interact with fund managers/portfolio company management teams to conduct in-depth portfolio and asset-level underwriting and analysis * Analyze PPMs, financial statements, and investment returns * Conduct reference calls as a part of manager and asset due diligence * Perform market research using publicly available information and proprietary databases to identify, quantify and analyze macroeconomic trends across a variety of industry sectors * Preparation of due diligence materials and Investment Committee memos * Present recommendations to the investment team and the Firm's Investment Committee * Monitor the performance of the Firm's existing investments Education and/or work experience requirements: * One to three years of investment banking, consulting, and/or private equity experience * Must be able to work legally in the U.S. without requiring visa sponsorship now or in the future * Bachelor's degree preferably in Business, Finance, Economics, Accounting, or a related field Required knowledge, skills, and abilities: * Excellent quantitative skills, including financial modeling, analytical and valuation skills for purpose of evaluating investment opportunities * Strong sense of risk/reward trade-offs, and an ability to display sound investment judgement * Self-starter, with strong ability to think creatively and conduct research to find solutions * Ability to communicate and present ideas effectively, both verbally and in writing * Capable of multi-tasking with strong attention to detail * Promote and demonstrate a positive, team-oriented attitude, with desire to work on various projects * High proficiency in Microsoft Word, Power Point and Excel * Fluent (written and spoken) English Pay Range - $105,000 - $112,500 The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees. #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Candidates must be at least 18 years old to apply. Developing People at StepStone
    $105k-112.5k yearly Auto-Apply 60d+ ago
  • 2026 Private Equity Analyst

    Stepstone Group 3.4company rating

    New York, NY jobs

    We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Application deadline: Rolling basis Position overview: The Private Equity Analyst will engage broadly in various areas of the private equity industry, including manager and fund diligence for StepStone's advisory practice, as well as diligence responsibilities for StepStone's asset management business lines (i.e., co-investment and secondaries practices). Note: This role is designed for students completing their undergraduate degree who are seeking their first full-time position in Private Equity. This role is part of our full-time analyst program, First STEP, and offers comprehensive training for early-career professionals. Essential job functions: Work in a team environment with other investment team members to source, screen, and conduct due diligence on selected private equity fund managers, co-investments, and secondaries Perform quantitative and qualitative research and financial modeling/analysis on companies and assets across industries and geographies Interact with fund managers/portfolio company management teams to conduct in-depth portfolio and asset-level underwriting and analysis Analyze PPMs, financial statements, and investment returns Conduct reference calls as a part of manager and asset due diligence Perform market research using publicly available information and proprietary databases to identify, quantify and analyze macroeconomic trends across a variety of industry sectors Preparation of due diligence materials and Investment Committee memos Present recommendations to the investment team and the Firm's Investment Committee Monitor the performance of the Firm's existing investments Education and/or work experience requirements: Must be able to work legally in the U.S. without requiring visa sponsorship now or in the future Undergraduate student graduating anywhere from December 2025 through June 2026 GPA of 3.5 or higher Required knowledge, skills, and abilities: Excellent quantitative skills, including financial modeling, analytical and valuation skills for purpose of evaluating investment opportunities Strong sense of risk/reward trade-offs, and an ability to display sound investment judgement Self-starter, with strong ability to think creatively and conduct research to find solutions Ability to communicate and present ideas effectively, both verbally and in writing Capable of multi-tasking with strong attention to detail Promote and demonstrate a positive, team-oriented attitude, with desire to work on various projects High proficiency in Microsoft Word, Power Point and Excel Fluent (written and spoken) English Salary: $105,000 The salary is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary does not include any benefits or other forms of possible compensation that may be available to employees. Application deadline: Rolling basis #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Candidates must be at least 18 years old to apply. Developing People at StepStone
    $105k yearly Auto-Apply 60d+ ago
  • Investment Banker Associate

    Primelending 4.4company rating

    San Antonio, TX jobs

    HilltopSecurities is looking to hire an Investment Banker Associate. The Associate will be responsible for analyzing and structuring tax-exempt and taxable debt and derivative transactions for an array of public finance clients. Undergraduate degree in accounting, business, economics, engineering, finance or mathematics and MUST have 1-2 years previous Public Finance experience Excellent quantitative skills Strong interpersonal communication skills and attention to detail Strong computer skills utilizing Excel, Word and PowerPoint Ability to communicate in writing clearly and concisely Ability to verbally communicate effectively with others Ability to make critical decisions while following company procedures Ability to be truthful and be seen as credible in the workplace Ability to get along well with a variety of personalities and individuals Demonstrated interest in public sector/community service The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Work with senior investment bankers in evaluating and analyzing public sector client financial positions and transactions. Provide extensive financial analysis using spreadsheet and industry-specific software packages. Prepare financial proposals and in-depth presentations for current and prospective financial advisory and underwriting clients. Assist with client and marketing responsibilities (include making presentations to clients and bond rating agencies regarding financing opportunities).
    $85k-123k yearly est. Auto-Apply 49d ago
  • 2027 Capital Markets, Global Investment Banking Summer Analyst

    Rbc Holding Co Ltd. 4.9company rating

    San Francisco, CA jobs

    2027 Global Investment Banking Summer Analyst - San Francisco What is the opportunity? RBC Capital Markets is a premier investment bank that provides a focused set of products and services to corporations, institutional investors and governments around the world. With more than 7,100 professionals, we operate out of 70 offices in 15 countries across North America, the U.K., Europe, and the Asia-Pacific region. We work with clients in over 100 countries around the world to deliver the expertise and execution required to raise capital, access markets, mitigate risk and acquire or dispose of assets. We are consistently ranked among the largest global investment banks according to Bloomberg and Dealogic. RBC Capital Markets is part of a leading provider of financial services, Royal Bank of Canada (RBC). Operating since 1869, RBC is one of the top 15 largest banks in the world and the fifth largest in North America, as measured by market capitalization. With a strong capital base and consistent financial performance, RBC is among a small group of highly rated global banks. U.S. Summer Analyst Program Each year, we invite high-performing, rising college seniors to join our Global Investment Banking (GIB) platform for a 10-week U.S. Summer Analyst Program. The program offers Summer Analysts an opportunity to work alongside our investment bankers on a variety of live transactions as well as client- facing business development initiatives. What will you do? GIB provides a complete suite of strategic advisory services, as well as equity and debt capital raising capabilities for leading corporations, institutions and governments. RBC Capital Markets' San Francisco office recruits for the following industry and product groups: Industry Group: Technology Product Group: Mergers and Acquisitions (M&A) As a GIB Summer Analyst you will spend your time: Developing and preserving complex financial models Creating pitch books and other client materials Generating and maintaining financial models and analysis Conducting research to analyze market trends Supporting live deals and major transactions What do you need to succeed? In selecting Sumer Analysts, we look for the following: Undergraduate students in their penultimate year of study at an accredited four-year college or university Excellent written & verbal communication skills Familiarity with computer applications such as MS Outlook, Word, and Excel Ability to manage multiple competing priorities and thrive in a fast-paced and challenging environment Value and possess strong competency in the following behaviors: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset Well-rounded set of interests and extra-curricular activities beyond academics What's in it for you? We thrive on the challenge to be our best, think progressively, continue our growth, and deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our individual/collective potential, making a difference to our communities, and achieving success that is mutual. From this experience you would gain: A strong foundation in fundamental investment banking skills such as financial modeling and analysis, transaction execution and negotiation, and in-depth industry/product knowledge A better understanding of RBC's products and services The support of a mentor (typically a full-time Analyst) An opportunity to network and discuss career opportunities through a number of social events The good faith expected salary for the above position is $110,000 depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: · Drives RBC's high-performance culture · Enables collective achievement of our strategic goals · Generates sustainable shareholder returns and above market shareholder value Inclusion and Equal Opportunity Employment RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request. Job Skills Additional Job Details Address: TWO EMBARCADERO CENTRE, 2 EMBARCADERO CENTER:SAN FRANCISCO City: San Francisco Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: Job Type: Student/Coop (Fixed Term) Pay Type: Salaried Posted Date: 2025-11-03 Application Deadline: 2026-01-30 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
    $110k yearly Auto-Apply 60d+ ago
  • 2027 Capital Markets, Global Investment Banking Summer Analyst

    Rbc Holding Co Ltd. 4.9company rating

    New York, NY jobs

    2027 Global Investment Banking Summer Analyst - New York What is the opportunity? RBC Capital Markets is a premier investment bank that provides a focused set of products and services to corporations, institutional investors and governments around the world. With more than 7,100 professionals, we operate out of 70 offices in 15 countries across North America, the U.K., Europe, and the Asia-Pacific region. We work with clients in over 100 countries around the world to deliver the expertise and execution required to raise capital, access markets, mitigate risk and acquire or dispose of assets. We are consistently ranked among the largest global investment banks according to Bloomberg and Dealogic. RBC Capital Markets is part of a leading provider of financial services, Royal Bank of Canada (RBC). Operating since 1869, RBC is one of the top 15 largest banks in the world and the fifth largest in North America, as measured by market capitalization. With a strong capital base and consistent financial performance, RBC is among a small group of highly rated global banks. RBCCM U.S. Summer Analyst Program Each year, we invite high-performing, rising college seniors to join our Global Investment Banking (GIB) platform for a 10-week U.S. Summer Analyst Program. The program offers Summer Analysts an opportunity to work alongside our investment bankers on a variety of live transactions as well as client-facing business development initiatives. What will you do? GIB provides a complete suite of strategic advisory services, as well as equity and debt capital raising capabilities for leading corporations, institutions and governments. RBC Capital Markets' New York office recruits for the following industry and product groups: Industries: Communications, Media and Entertainment (CME) Consumer and Retail Financial Services (FIG) Healthcare Industrials Power, Utilities, and Infrastructure Real Estate Technology Product Groups: Equity Capital Markets (ECM) Debt Capital Markets (DCM) Financial Sponsors Leveraged Finance Capital Markets Mergers and Acquisitions (M&A) Global Private Capital Project Finance As a GIB Summer Analyst you will spend your time: Developing and preserving complex financial models Creating pitch books and other client materials Generating and maintaining financial models and analysis Conducting research to analyze market trends Supporting live deals and major transactions What do you need to succeed? In selecting Summer Analysts, we look for the following: Undergraduate students in their penultimate year of study at an accredited four-year college or university Excellent written & verbal communication skills Familiarity with computer applications such as MS Outlook, Word, and Excel Ability to manage multiple competing priorities and thrive in a fast-paced and challenging environment Value and possess strong competency in the following behaviors: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset Well-rounded set of interests and extra-curricular activities beyond academics What's in it for you? We thrive on the challenge to be our best, think progressively, continue our growth, and deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our individual/collective potential, making a difference to our communities, and achieving success that is mutual. From this experience you would gain: A strong foundation in fundamental investment banking skills such as financial modeling and analysis, transaction execution and negotiation, and in-depth industry/product knowledge A better understanding of RBC's products and services The support of a mentor (typically a full-time Analyst) An opportunity to network and discuss career opportunities through a number of social events The good faith expected salary for the above position is $110,000 depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: · Drives RBC's high-performance culture · Enables collective achievement of our strategic goals · Generates sustainable shareholder returns and above market shareholder value Inclusion and Equal Opportunity Employment RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request. Job Skills Additional Job Details Address: BROOKFIELD PLACE FKA 3 WORLD FINANCIAL CENTER, 200 VESEY STREET:NEW YORK City: New York Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: CAPITAL MARKETS Job Type: Student/Coop (Fixed Term) Pay Type: Salaried Posted Date: 2025-11-03 Application Deadline: 2026-01-31 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
    $110k yearly Auto-Apply 60d+ ago
  • 2027 Capital Markets, Global Investment Banking Summer Analyst

    Rbc Holding Co Ltd. 4.9company rating

    Houston, TX jobs

    2027 Global Investment Banking Summer Analyst - Houston What is the opportunity? RBC Capital Markets is a premier investment bank that provides a focused set of products and services to corporations, institutional investors and governments around the world. With more than 7,100 professionals, we operate out of 70 offices in 15 countries across North America, the U.K., Europe, and the Asia-Pacific region. We work with clients in over 100 countries around the world to deliver the expertise and execution required to raise capital, access markets, mitigate risk and acquire or dispose of assets. We are consistently ranked among the largest global investment banks according to Bloomberg and Dealogic. RBC Capital Markets is part of a leading provider of financial services, Royal Bank of Canada (RBC). Operating since 1869, RBC is one of the top 15 largest banks in the world and the fifth largest in North America, as measured by market capitalization. With a strong capital base and consistent financial performance, RBC is among a small group of highly rated global banks. U.S. Summer Analyst Program Each year, we invite high-performing, rising college seniors to join our Global Investment Banking (GIB) platform for a 10-week U.S. Summer Analyst Program. The program offers Summer Analysts an opportunity to work alongside our investment bankers on a variety of live transactions as well as client- facing business development initiatives. What will you do? GIB provides a complete suite of strategic advisory services, as well as equity and debt capital raising capabilities for leading corporations, institutions and governments. RBC Capital Markets' Houston office recruits for the Energy industry group. As a GIB Summer Analyst you will spend your time: Developing and preserving complex financial models Creating pitch books and other client materials Generating and maintaining financial models and analysis Conducting research to analyze market trends Supporting live deals and major transactions What do you need to succeed? In selecting Summer Analysts, we look for the following: Undergraduate students in their penultimate year of study at an accredited four-year college or university Excellent written & verbal communication skills Familiarity with computer applications such as MS Outlook, Word, and Excel Ability to manage multiple competing priorities and thrive in a fast-paced and challenging environment Value and possess strong competency in the following behaviors: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset Well-rounded set of interests and extra-curricular activities beyond academics What's in it for you? We thrive on the challenge to be our best, think progressively, continue our growth, and deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our individual/collective potential, making a difference to our communities, and achieving success that is mutual. From this experience you would gain: A strong foundation in fundamental investment banking skills such as financial modeling and analysis, transaction execution and negotiation, and in-depth industry/product knowledge A better understanding of RBC's products and services The support of a mentor (typically a full-time Analyst) An opportunity to network and discuss career opportunities through a number of social events The good faith expected salary for the above position is $110,000 depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: · Drives RBC's high-performance culture · Enables collective achievement of our strategic goals · Generates sustainable shareholder returns and above market shareholder value Inclusion and Equal Opportunity Employment RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request. Job Skills Additional Job Details Address: 609 MAIN STREET:HOUSTON City: Houston Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: Job Type: Student/Coop (Fixed Term) Pay Type: Salaried Posted Date: 2025-11-03 Application Deadline: 2026-01-30 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
    $110k yearly Auto-Apply 60d+ ago
  • Investment Associate

    Lincoln Property Company 4.4company rating

    Dallas, TX jobs

    Job Description The Data Center Investment Associate will support the firm's data center investment platform across acquisitions, development, capital markets, and asset management. The role is designed for a candidate with approximately 3 years of experience as a Real Estate Analyst who can underwrite complex mission-critical assets and engaging in financing, joint venture, and portfolio management activities throughout the asset lifecycle. Key Responsibilities Investment Analysis & Underwriting Build and maintain detailed financial models for data center acquisitions, developments, and recapitalizations. Underwrite power density, total MW capacity, phased power delivery, infrastructure costs, and lease structures. Evaluate development budgets, operating statements, rent rolls, and long-term capital plans. Transaction Execution & Due Diligence Support transactions from LOI through closing. Coordinate and review third-party diligence including engineering, utility, and environmental reports. Assist with drafting and reviewing purchase agreements, development agreements, and JV documentation. Capital Markets & Financing Support debt and equity capital markets activities including construction, bridge, and permanent financing. Prepare lender and investor materials. Assist in evaluating term sheets and modeling debt structures. Asset Management & Portfolio Oversight Monitor asset-level financial performance and development milestones. Support lease negotiations and renewals. Assist with quarterly valuations and disposition underwriting. Market, Power & Infrastructure Analysis Analyze utility capacity, power pricing, interconnection timelines, and fiber availability. Track hyperscale and AI-driven demand trends. Investment Committee & Reporting Prepare investment committee memoranda and presentation materials. Support investor reporting and portfolio performance reviews. Qualifications Required Bachelor's degree in Finance, Real Estate, Economics, Engineering, or related field. Approximately 3 years of experience as a Real Estate Analyst. Advanced Excel financial modeling skills. Strong understanding of real estate and capital markets. Preferred Experience with data center or mission-critical assets. Familiarity with redundancy concepts and power infrastructure. MBA or MS preferred. Compensation & Benefits Competitive base salary and performance-based bonus. Comprehensive benefits package. This position is 100% in-office. The role requires working in office during standard business hours. Remote work or telecommuting is not an option for this position. About Lincoln Property Company Lincoln Property Company ("Lincoln") is one of the largest private real estate firms in the United States. Offering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and occupiers, Lincoln supports the entire real estate lifecycle across asset types, including office, multifamily, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-use properties, throughout the United States, United Kingdom, and Europe. Lincoln's combined management and leasing portfolio on behalf of institutional clients includes more than 680 million square feet of commercial space. For more information, visit: ************ All job offers are contingent on completion of a background check and proof of eligibility to work in the United States. By submitting your information or resume in response to this opportunity, you acknowledge that your personal information will be handled in accordance with Lincoln Property Company's privacy policy. Lincoln Property Company does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Lincoln Property Company to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Lincoln Property Company will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies.
    $88k-152k yearly est. 16d ago
  • Investment Associate

    Lincoln Property Company 4.4company rating

    Dallas, TX jobs

    The Data Center Investment Associate will support the firm's data center investment platform across acquisitions, development, capital markets, and asset management. The role is designed for a candidate with approximately 3 years of experience as a Real Estate Analyst who can underwrite complex mission-critical assets and engaging in financing, joint venture, and portfolio management activities throughout the asset lifecycle. Key Responsibilities Investment Analysis & Underwriting Build and maintain detailed financial models for data center acquisitions, developments, and recapitalizations. Underwrite power density, total MW capacity, phased power delivery, infrastructure costs, and lease structures. Evaluate development budgets, operating statements, rent rolls, and long-term capital plans. Transaction Execution & Due Diligence Support transactions from LOI through closing. Coordinate and review third-party diligence including engineering, utility, and environmental reports. Assist with drafting and reviewing purchase agreements, development agreements, and JV documentation. Capital Markets & Financing Support debt and equity capital markets activities including construction, bridge, and permanent financing. Prepare lender and investor materials. Assist in evaluating term sheets and modeling debt structures. Asset Management & Portfolio Oversight Monitor asset-level financial performance and development milestones. Support lease negotiations and renewals. Assist with quarterly valuations and disposition underwriting. Market, Power & Infrastructure Analysis Analyze utility capacity, power pricing, interconnection timelines, and fiber availability. Track hyperscale and AI-driven demand trends. Investment Committee & Reporting Prepare investment committee memoranda and presentation materials. Support investor reporting and portfolio performance reviews. Qualifications Required Bachelor's degree in Finance, Real Estate, Economics, Engineering, or related field. Approximately 3 years of experience as a Real Estate Analyst. Advanced Excel financial modeling skills. Strong understanding of real estate and capital markets. Preferred Experience with data center or mission-critical assets. Familiarity with redundancy concepts and power infrastructure. MBA or MS preferred. Compensation & Benefits Competitive base salary and performance-based bonus. Comprehensive benefits package. This position is 100% in-office. The role requires working in office during standard business hours. Remote work or telecommuting is not an option for this position. About Lincoln Property Company Lincoln Property Company (“Lincoln”) is one of the largest private real estate firms in the United States. Offering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and occupiers, Lincoln supports the entire real estate lifecycle across asset types, including office, multifamily, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-use properties, throughout the United States, United Kingdom, and Europe. Lincoln's combined management and leasing portfolio on behalf of institutional clients includes more than 680 million square feet of commercial space. For more information, visit: ************ All job offers are contingent on completion of a background check and proof of eligibility to work in the United States. By submitting your information or resume in response to this opportunity, you acknowledge that your personal information will be handled in accordance with Lincoln Property Company's privacy policy. Lincoln Property Company does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Lincoln Property Company to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Lincoln Property Company will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies.
    $88k-152k yearly est. Auto-Apply 10d ago
  • Investment Analyst/Associate

    Lincoln Property Company 4.4company rating

    Dallas, TX jobs

    Job Description Lincoln Property Company ("Lincoln") is seeking a highly motivated and entrepreneurial Analyst / Associate to join its investment team, supporting the firm's growing commercial real estate investment platform. The platform is focused on acquiring, operating, and developing commercial assets across the U.S. This is a hands-on role with exposure across the full investment lifecycle, including acquisitions, asset management, financing, and development. The position offers an opportunity to join a rapidly scaling, institutional-quality platform with the resources of a national firm that's been in business for 65+ years. Primary Responsibilities Acquisitions & Investments Support the origination, underwriting, and execution of new investments, including acquisitions, developments, and recapitalizations. Conduct detailed financial analysis of potential investments, including building and maintaining Excel-based pro forma models, market research, comparable analyses, and investment committee memoranda. Perform due diligence on prospective acquisitions, including property-level financial review, tenant credit analysis, lease review, third-party report coordination, and risk assessment. Conduct macro and micro-level market research to support underwriting assumptions and investment theses. Assist in preparing investor and internal reporting materials, including quarterly updates and year-end strategy presentations. Populate, maintain, and enhance the acquisition pipeline and related tracking systems. Travel as needed for property and market tours, and industry conferences. Asset Management Assist in preparing quarterly and annual property and portfolio reports, business plans, reforecasts, and cash flow analyses; track actual performance versus budgets, underwriting, and investment theses. Maintain portfolio-level data systems including acquisition pipeline, stacking plans, leasing dashboards, capital expenditure tracking, and platform models. Support leasing and marketing activities by analyzing market comps, tenant credit, lease economics, and NER calculations; prepare and maintain lease abstracts and reporting tools (e.g., Prophia, VTS). Participate in regular property inspections, leasing and operations calls, and lender or JV reporting processes. Coordinate with property management, leasing, and accounting teams to ensure alignment between asset strategy, property operations, and financial reporting. Travel as needed for property tours, asset management meetings, and industry conferences. Preferred Qualifications 1-3 years of full-time experience in real estate, private equity, investments, acquisitions, or investment banking. Strong interest in commercial real estate and institutional-level real estate investing. Bachelor's degree in finance, Real Estate, Economics, Business, or a related field with strong academic credentials. Proficiency in Microsoft Excel and PowerPoint; experience with ARGUS Enterprise required. General understanding of real estate finance, valuation, and basic accounting concepts. Excellent organizational, analytical, verbal, and written communication skills, with strong research and presentation abilities. Diligent work ethic, high attention to detail, and ability to manage multiple projects in a fast-paced environment. Team-oriented and self-motivated, with a desire to contribute in an entrepreneurial, growth-stage platform. This position is 100% in-office. The role requires working in office during standard business hours. Remote work or telecommuting is not an option for this position. About Lincoln Property Company Lincoln Property Company ("Lincoln") is one of the largest private real estate firms in the United States. Offering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and occupiers, Lincoln supports the entire real estate lifecycle across asset types, including office, multifamily, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-use properties, throughout the United States, United Kingdom, and Europe. Lincoln's combined management and leasing portfolio on behalf of institutional clients includes more than 680 million square feet of commercial space. For more information, visit: ************ All job offers are contingent on completion of a background check and proof of eligibility to work in the United States. By submitting your information or resume in response to this opportunity, you acknowledge that your personal information will be handled in accordance with Lincoln Property Company's privacy policy. Lincoln Property Company does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Lincoln Property Company to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Lincoln Property Company will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies.
    $77k-131k yearly est. 26d ago
  • Investment Analyst/Associate

    Lincoln Property Company 4.4company rating

    Dallas, TX jobs

    Lincoln Property Company (“Lincoln”) is seeking a highly motivated and entrepreneurial Analyst / Associate to join its investment team, supporting the firm's growing commercial real estate investment platform. The platform is focused on acquiring, operating, and developing commercial assets across the U.S. This is a hands-on role with exposure across the full investment lifecycle, including acquisitions, asset management, financing, and development. The position offers an opportunity to join a rapidly scaling, institutional-quality platform with the resources of a national firm that's been in business for 65+ years. Primary Responsibilities Acquisitions & Investments Support the origination, underwriting, and execution of new investments, including acquisitions, developments, and recapitalizations. Conduct detailed financial analysis of potential investments, including building and maintaining Excel-based pro forma models, market research, comparable analyses, and investment committee memoranda. Perform due diligence on prospective acquisitions, including property-level financial review, tenant credit analysis, lease review, third-party report coordination, and risk assessment. Conduct macro and micro-level market research to support underwriting assumptions and investment theses. Assist in preparing investor and internal reporting materials, including quarterly updates and year-end strategy presentations. Populate, maintain, and enhance the acquisition pipeline and related tracking systems. Travel as needed for property and market tours, and industry conferences. Asset Management Assist in preparing quarterly and annual property and portfolio reports, business plans, reforecasts, and cash flow analyses; track actual performance versus budgets, underwriting, and investment theses. Maintain portfolio-level data systems including acquisition pipeline, stacking plans, leasing dashboards, capital expenditure tracking, and platform models. Support leasing and marketing activities by analyzing market comps, tenant credit, lease economics, and NER calculations; prepare and maintain lease abstracts and reporting tools (e.g., Prophia, VTS). Participate in regular property inspections, leasing and operations calls, and lender or JV reporting processes. Coordinate with property management, leasing, and accounting teams to ensure alignment between asset strategy, property operations, and financial reporting. Travel as needed for property tours, asset management meetings, and industry conferences. Preferred Qualifications 1-3 years of full-time experience in real estate, private equity, investments, acquisitions, or investment banking. Strong interest in commercial real estate and institutional-level real estate investing. Bachelor's degree in finance, Real Estate, Economics, Business, or a related field with strong academic credentials. Proficiency in Microsoft Excel and PowerPoint; experience with ARGUS Enterprise required. General understanding of real estate finance, valuation, and basic accounting concepts. Excellent organizational, analytical, verbal, and written communication skills, with strong research and presentation abilities. Diligent work ethic, high attention to detail, and ability to manage multiple projects in a fast-paced environment. Team-oriented and self-motivated, with a desire to contribute in an entrepreneurial, growth-stage platform. This position is 100% in-office. The role requires working in office during standard business hours. Remote work or telecommuting is not an option for this position. About Lincoln Property Company Lincoln Property Company (“Lincoln”) is one of the largest private real estate firms in the United States. Offering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and occupiers, Lincoln supports the entire real estate lifecycle across asset types, including office, multifamily, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-use properties, throughout the United States, United Kingdom, and Europe. Lincoln's combined management and leasing portfolio on behalf of institutional clients includes more than 680 million square feet of commercial space. For more information, visit: ************ All job offers are contingent on completion of a background check and proof of eligibility to work in the United States. By submitting your information or resume in response to this opportunity, you acknowledge that your personal information will be handled in accordance with Lincoln Property Company's privacy policy. Lincoln Property Company does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Lincoln Property Company to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Lincoln Property Company will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies.
    $77k-131k yearly est. Auto-Apply 2d ago
  • Investor Relations Associate

    American Capital Group 4.3company rating

    Bellevue, WA jobs

    Investor Relations Associate | Bellevue, WA Founded in Bellevue, Washington in 1987, American Capital Group stands proud as a leader in real estate development. With over three decades of dedicated service, our expertise shines in the realm of multifamily community development. To date, we have crafted over 100 multifamily properties across twelve states, managing 25+ of these properties in four Western states. Our success stems from our comprehensive approach. We handle every aspect of real estate development in-house, encompassing Acquisitions, Development, Architectural Design and Engineering, Construction Management, Property Management, and Asset Management. This integrated strategy has solidified our position as an industry trailblazer. At ACG, our teams leverage modern technology and AI tools to automate routine work, surface insights faster, and free up time for high‑impact, human problem‑solving. Through AI and other technology, we have been able to reduce the times our teams spend in tracking and reporting, coordination, management of documentation, and internal process support. We don't replace people with technology - we use AI as a smart assistant so our teams can collaborate better, make data‑informed decisions, and focus on the work that matters most. We are looking for people who are curious and innovative, excited to experiment with new tools, and passionate about using technology to drive our company forward. For a deeper insight into our journey and achievements, we invite you to explore our website. ******************* About PCM Kinect As a proud subsidiary of American Capital Group, PCM Kinect is an emerging investment management company specializing in real estate private equity. As we launch and scale our funds, we are seeking an experienced investor relations and fundraising professional to play a pivotal role in raising capital, cultivating investor relationships, and establishing the systems that will drive our long-term success. This position will be primarily supporting ACG, however it will also support PCM Kinect as needed. Position Overview Schedule: The schedule for this position is Monday through Friday, 7am to 4pm PST. After 6 months of employment, this position is eligible to change to our flexible schedule of Monday through Friday, with start times between 6-9am and end times between 3-6pm, depending on your start time (a full 8-hour day must be worked). Corporate office hours are Monday through Friday, 7am to 4pm - Flexibility to work additional hours may be required to meet company/project needs. Location Requirement: This position is fully onsite at our corporate office. Travel may be required for this position. Compensation Package- $90,000 - $120,000 / Year Other Compensation: Annual Bonus Competitive medical, dental, and vision benefits. Employer pays 85% of employee's premium. 401k contribution opportunity with an annual company match. Paid sick leave accrual equivalent to 1.33 hours for every 30 hours worked (~11 days per year). Paid vacation starting at three weeks and increasing with tenure. 14 paid holidays, including 2 personal holidays of your choice. * The above compensation is a range. Offers are made based on a candidate's experience and the geographical location of this position. What We Offer Competitive starting wages (listed above). A company-wide commitment to diversity and inclusion. A positive work environment where employee's contributions are valued. A fun culture with team building activities and events. Competitive medical, dental, and vision benefits. Employer pays 85% of employee's premium. 401k contribution opportunity with an annual company match. Paid sick leave accrual equivalent to 1.33 hours for every 30 hours worked (~11 days per year). Paid vacation starting at three weeks and increasing with tenure. 14 paid holidays, including 2 personal holidays of your choice. Comprehensive training programs and development opportunities. What We're Looking For Bachelor's degree in Finance, Business, Economics, Real Estate, or related field. 2-5+ years of experience as a paralegal, in investment management, real estate private equity, capital markets, or related field. Strong financial acumen and understanding of investment structures, performance metrics, and fund operations. Excellent written and verbal communication skills; ability to craft clear, compelling investor messaging. Highly organized, detail-oriented, and comfortable managing multiple workstreams. Entrepreneurial mindset with a willingness to take on a wide range of tasks in a lean startup environment. Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word); CRM or investor portal experience a plus. Demonstrates exceptional attention to detail and organizational abilities. Proficient in effective communication and teamwork. Maintains a positive outlook and embraces a collaborative team approach. Shows responsibility and takes pride in their work. Fluent in English, with strong reading, speaking, and writing skills. Your Role Investor Relations Support investor outreach, presentations, CRM tracking, and reporting. Coordinate investor meetings, communications, and due diligence requests. Prepare and distribute investor updates, deal announcements, and materials. Operational Support Assist with operational infrastructure, compliance processes, and internal reporting. Support accounting, legal, and fund administration activities, including closings, capital calls, and distributions. Maintain firm policies, templates, and SOPs; support research and partner priorities. Financial Reporting & Systems Design and manage financial reporting systems and investor reporting tools. Prepare compliance, debt, and investor reports and present performance insights to management. Department Support Implement operational policies, standards, and security practices. Stay current on financial reporting technologies and support finance initiatives as needed. The responsibilities above are not all-inclusive. Our Mission & Culture At American Capital Group, “Our mission is to be an innovator and leader in multifamily housing solutions.” To fulfill this mission, we prioritize respect, collaboration, integrity, and transparency. These core principles guide our interactions and decisions, creating a work environment where every voice is heard and valued. We understand that our employees are the cornerstone of our success, and we foster a culture that encourages teamwork and open communication. Our commitment to integrity and transparency not only shapes the way we do business but also how we support and appreciate our dedicated team members. By nurturing these values and striving to innovate in multifamily housing, we create a stronger, more successful company where everyone has the opportunity to thrive. Candidate Screening & Interview Process We encourage all qualified applicants to apply for this position. Candidates should be prepared to complete an online assessment test. After submitting your application, you may be invited to take part in a preliminary virtual interview conducted by a member of our Human Resources team. Those who advance will participate in additional virtual and/or on-site interviews with the Hiring Manager(s). Background Checks and Screenings Candidates should be prepared to undergo a background check and complete a 4-panel drug screening. Depending on the position, the background check may involve professional reference checks, credit checks, county and nationwide criminal history reviews, social media screenings, as well as education, certification, and employment verifications. WE ARE AN EQUAL OPPORTUNITY EMPLOYER & AFFIRMATIVE ACTION EMPLOYER We are a proud Equal Opportunity Employer and are dedicated to fostering an inclusive workplace. We celebrate diversity and are committed to creating an environment where all employees are respected, treated fairly, and given equal opportunities to thrive. We encourage applicants of all races, colors, religions, genders, sexual orientations, gender identities or expressions, national origins, ages, disabilities, veteran status, and all other characteristics to apply. Our commitment to equality, respect, and inclusivity means we strive to reflect the communities we serve and welcome the unique contributions that come from diverse perspectives.
    $90k-120k yearly Auto-Apply 8d ago
  • Portfolio Analyst

    Mark-Taylor 4.4company rating

    Scottsdale, AZ jobs

    Mark-Taylor is the region's longest-standing investment manager, developer and owner of Class-A multifamily real estate on behalf of numerous third-party owners. We are proud to be recognized as Ranking Arizona s #1 Multifamily Builder and Manager, a Best Place to Work in the Multifamily Industry, Healthiest Employer by the Phoenix Business Journal, and more. As our portfolio continues to grow, so does our Business Development Team! Mark-Taylor is hiring a Portfolio Analyst. As the Portfolio Analyst, you will work primarily out of our Corporate Office located in the McCormick Ranch neighborhood of Scottdale, Arizona. You're Excited About This Role Because You Will: Responsible for weekly and monthly Asset Management and Property Management Reporting Provides ad hoc market research and data analysis to managers and directors? Performs monthly market research and detailed reporting related to multifamily real estate including but not limited to rent and occupancy trends, development pipeline, and macroeconomic trends Underwrite multifamily real estate development and acquisition opportunities Understands and maintains an in-depth understanding of the Real Estate landscape and market? Gathers and analyzes data from various internal and external sources? Partners with Asset Management Team to provide analytical operations support? Develops and implements tools, activities and metrics to assist the Portfolio Development Team? Other duties as assigned? We're Excited to Meet You! Ideally, You Will Bring: Bachelor s degree in related field preferred? Strong attention to detail, exceptional organization skills and process-oriented? Self-motivated, nimble, and highly results-driven in a fast-paced and deadline-driven environment? Ability to multitask and remain organized.? Resourceful, problem -solving mindset.? Proficiency in Microsoft Office Suite, especially Excel and Outlook.? Excellent interpersonal and communication skills.? Why You ll Love Working at Mark-Taylor: Opportunities for career growth Employee referral program Paid time off, paid sick time, paid holidays, paid volunteer time Medical, dental, vision benefits, including paid parental leave 401k with company match Employee appreciation events MT Wellness program with optional Gympass membership Access to all Mark-Taylor Residential amenities (including our resort-style pools and fitness centers) Mark-Taylor is an equal opportunity employer and a drug-free workplace. All of our employees undergo pre-employment screening which includes drug testing. This position has the potential to evolve into a hybrid role after 90-days of employment.
    $66k-113k yearly est. 23d ago
  • Corporate Financial Analyst

    Warehouse Goods LLC 3.7company rating

    Boca Raton, FL jobs

    Job DescriptionDescription: We are seeking a Corporate Financial Analyst to support financial planning, reporting, and treasury analysis in a public-company environment. This role will work closely with Finance, Treasury, Accounting, and Investor Relations to deliver high-quality financial analysis, support SEC reporting, and evaluate capital allocation decisions related to both fiat and digital assets. The ideal candidate combines strong corporate finance fundamentals with comfort analyzing crypto-related balance sheet activity under public-company accounting and control standards. Financial Planning & Analysis (FP&A) Prepare and maintain financial models supporting budgeting, forecasting, and long-range planning Analyze operating expenses, liquidity, and capital structure impacts Support scenario analysis related to market volatility, interest rates, and digital asset price movements Partner with functional leaders to track performance against financial targets Treasury & Digital Asset Analysis Analyze treasury positions including cash, marketable securities, and digital assets Support evaluation of capital allocation strategies, including asset acquisition, custody, and liquidity management Monitor digital asset valuation, impairment considerations, and accounting impacts under US GAAP Assist in assessing counterparty, custody, and liquidity risks related to digital assets Public Company Reporting & Controls Support quarterly and annual SEC filings (10-Q, 10-K, earnings materials) through financial analysis and tie-outs Assist with management reporting, variance explanations, and earnings support schedules Ensure analyses align with SOX controls, internal policies, and audit requirements Coordinate with Accounting on close processes, journal support, and disclosure requirements Investor & Management Support Prepare analytical materials for senior management, Board presentations, and Investor Relations Support earnings preparation, including KPI analysis and financial narratives Respond to ad-hoc analytical requests related to market conditions, capital markets activity, or treasury strategy Other duties as assigned by manager or designee. Requirements: Bachelor's degree in finance, Accounting, Economics, or related field 2-5 years of experience in FP&A, corporate finance, investment banking, or public accounting Strong financial modeling and Excel skills Solid understanding of US GAAP and public company reporting requirements Experience working with quarterly closes and tight reporting timelines Experience at a publicly traded company or Big 4/public accounting background Exposure to treasury functions, capital markets, or balance-sheet-heavy businesses Familiarity with digital assets, crypto accounting, or financial instruments CPA, CFA, or progress toward certification
    $52k-86k yearly est. 6d ago

Learn more about Grandbridge Real Estate Capital jobs

View all jobs