Analyst

Company Overview:

A real estate investment firm specalising in multi-family assets. Over $2.5B in AUM, the firm has a significant track record that provides investment opportunities built on investment performance, significant principal alignment, tax eficency, and long-term compounding.

Position Overview:

The firm is looking to bring on an Analyst to the team that is self-directed, and a versitle Analyst that will report directly to the CEO. This role is hybrid across financial analysis, research, and project management across a diverse set of domains. The ideal candidate will be able to thrive in a fast-paced environemnt and is looking for responsibility/growth opportunities.

Responsibilities:

• Manage and monitor public stock portfolios, including performance tracking and rebalancing recommendations
• Ad hoc projects
• Maintain and updae personal financial statements and related documentation
• Analyze trust loan structures and opportunities.
• Conduct due tilligence on new businesses and investment opportunities
• Coordinate wtih external advisors and internal stakeholders to drive product execution.
• Assist in evaluating acquisition opportunities.
• Provide analytical support for businesses where the CEO serves on the board.

Qualifications:

• Bachelor degree from an accredited university within Finance, Economics, or related field.
• Exceptional financial modeling and analytical skills.
• Experience in investment analysis, corporate finance, or family office operations
• Strong project management and multitasking abilities
• Familiarity with trust structures, insurance, and alternative investments is a plus.