Description
Company Overview: Preserve Partners (Preserve) is a private real estate investment firm with a primary focus on multifamily investments in attractive secondary markets that offer a combination of stability and growth. Since its inception in 2015, the Firm has invested over $680 million of capital and currently manages over $620 million in AUM on behalf of high-net-worth individuals and institutional capital partners. The firm employs 20 professionals across two offices in Salt Lake City (HQ) and San Francisco.
Position Title: Investment Analyst
Location: Salt Lake City, UT (In Person)
Real Estate Field: Acquisitions & Investments
Position Overview: Preserve is seeking an ambitious and experienced Investment Analyst to join our Investment Team. The Investment Analyst will play a key role in supporting the evaluation and execution of multifamily real estate investment opportunities alongside senior team members. The role involves all aspects of the real estate investment process including financial analysis and underwriting, market research, due diligence, financing, and property-level business plan development. A successful candidate will possess strong analytical skills, attention to detail, and a passion for real estate investing.
Responsibilities
- Build and maintain complex financial models using Excel, incorporating cash flow projections, sensitivity analyses, waterfall structures, and investment return metrics to guide investment decision making
- Assist in the due diligence and closing process for potential acquisitions by communicating with internal stakeholders, analyzing historical operating statements and rent rolls, reviewing third party reports, and supporting the development of the assets strategic business plan
- Prepare detailed presentations for internal and external stakeholders, including investor-facing Investment Property Descriptions, lender-facing Financing Summaries, and quarterly investor reports
- Analyze market trends, economic indicators, and regulatory changes to assess their impact on multifamily investment opportunities and corresponding risks and opportunities
- Collaborate with the Asset Management and Construction Management teams to evaluate internal portfolio data and its implications on potential investments
- Maintain internal databases including sale comparables, rent comparables, and deal pipeline status
- Contribute to the development of investment strategies and recommendations
Qualifications
- Bachelor’s degree, preferably in finance, real estate, or other business-related field
- 1-3 years of work experience in real estate finance, investment management, or investment banking
- Knowledge and experience in financial modeling, real estate finance, valuation, and capital markets
- Exceptional quantitative and analytical skills
- Advanced proficiency with Excel, Word, and PowerPoint
- Ability to work collaboratively in a fast-paced environment and manage multiple projects simultaneously
- Detail-oriented with a commitment to accuracy and quality in all work
- Strong written and verbal communication skills
- Entrepreneurial spirit with a growth-oriented mindset
Benefits
- Competitive base salary range of $75,000 - $85,000 commensurate with experience
- Opportunity for annual performance-based discretionary bonus
- Comprehensive benefits package including full coverage of health insurance premiums for you and your dependents, 401k, and flexible PTO including 20 days + 12 paid holidays per year
- Eligible to participate in Preserve’s employee incentive plan, where employees are given incentive units in applicable projects
Opportunity for professional development and career advancement within the Firm
Experience
1+ to 2 years
Apply for this job
Not Registered?