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Investment Analyst

Santa Ana, CA 92704

Posted: 04/14/2025 Job Titles: FIN - Sr. Financial Analyst Job Number: 5440 Pay Rate: 110,000

Job Description


Our client is a growing REIT located in Orange County and this role will focus on real estate acquisitions and dispositions in addition to portfolio analysis.  
  • The primary role of the Analyst is to partner with a team of Asset Managers by assisting with daily tasks and proactively addressing asset management issues that arise. The primary functions of this position are to perform analyses in support of property and portfolio operating performance, capital investment decision making, and to prepare ad hoc analyses on behalf of the Asset Management team. Responsibilities include but are not limited to:
  • Perform analyses of operating performance for portfolios and priority assets and comparison with industry ratios
  • Perform analyses on move ins/move outs, rent rolls, labor reports, real estate taxes and other relevant items
  • Populate site visit reports and track the follow up action items resulting from site visits
  • Perform analyses for capital investment plans, budgeting and investment performance
  • Prepare ad hoc analyses, including but not limited to: Investment Committee memorandum, capital ROI analysis, dispositions, lease restructures, and construction loan analysis • Exhibit detailed understanding of capital investment financial modeling
  • Maintain working relationship with internal departments (Accounting, Financial Planning & Analysis, Capital Asset Management, Legal, Tax) as well as with external counterparts including firm clients.  
  • Maintain a working knowledge of RIDEA JV structures and related components to support the execution of operational and capital planning objectives  
  • Demonstrate knowledge of key provisions within lease, JV and management agreements to proactively monitor and manage compliance as provided within those documents  
  • Assist Asset Management and Investments teams with due diligence for underwriting acquisitions and dispositions

MINIMUM POSITION REQUIREMENTS
  • Bachelors degree from an accredited college or university, majoring in Finance, Accounting or Economics
  • MBA or pursuit of CFA strongly preferred
  • 2 to 4 years of experience in real estate investment finance, equity investment underwriting, or financial or operational analysis in commercial or industrial real estate industry preferred
  • Expert knowledge using spreadsheet programs (including Microsoft Excel) and presentation programs (including PowerPoint)
  • Working knowledge of Argus strongly preferred
  • Ability to travel (less than 10% of the time)
  • Strong written and oral communication skills, interpersonal skills, and ability to work with others
  • Detail-oriented, analytical and problem-solving skills

Meet Your Recruiter

Kyle Sakata
Manager, Executive Search

Kyle Sakata is a seasoned executive recruiter with over 20 years’ experience recruiting accounting and finance talent in southern California. His executive search practice spans multiple industries including investment management, real estate, technology, and consumer products. Kyle has a thorough foundation in technical recruiting, leaning into his early career as a Controller. This enables him to source highly specialized candidates, accurately assessing and describing the nuances of each role to attract top candidates and skillfully showcasing the skillsets of exceptional talent to premier organizations. He has a bachelor’s degree in finance from California State University at Long Beach.

In his spare time, Kyle is an accomplished surfer who loves exploring local beaches with his two daughters.

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About Santa Ana, CA

Ready to take the next step in your career? Explore our job opportunities in the vibrant city of Santa Ana, California, where endless possibilities await. Nestled in Orange County, Santa Ana offers a delightful blend of diverse cultures, stunning art galleries like the Bowers Museum, theaters such as the Yost Theater, and mouthwatering cuisine at the 4th Street Market. Home to the professional sports teams like the Orange County Soccer Club, this city also boasts serene parks like Santiago Park for outdoor enthusiasts. Come be a part of a community brimming with charm and growth opportunities – your dream job could be just a click away.

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