Asset Management Analyst
Posted 1 month ago Expired
This job has expired
Looking for a job like Asset Management Analyst in or near San Francisco Bay Area, CA? Upload your resume and we'll notify you when similar positions become available.
Upload Your ResumeAbout This Role
This Asset Management Analyst will join a rapidly expanding private equity real estate investment firm, bringing 1-2 years of experience to build expertise in financial modeling, valuation, underwriting, and portfolio analysis. The role involves in-depth due diligence, financial modeling, and preparing presentations for senior leadership to ensure optimal performance and returns for high-end assets.
Responsibilities
- Conduct in-depth due diligence on investment opportunities and portfolio assets
- Build and maintain detailed financial models, including DCF and scenario analyses, to evaluate performance and returns
- Prepare materials and present findings, risks, and recommendations to senior leadership and the Investment Committee
- Assist in managing all phases of transactions, from evaluation through closing, working closely with senior executives and board members
- Draft and support investor reporting, including financial projections, forecasts, and performance updates
- Provide analytical support for acquisition decisions through quantitative and statistical analysis
- Collaborate with internal teams across Legal, Compliance, and Marketing
- Monitor performance of past investments through back-testing and refining cash flow assumptions
Requirements
- 1-2 years of relevant professional experience in advisory, consulting, research, valuations, private equity, real estate, or investment banking
- Strong academic background with a focus in finance, accounting, economics, or related fields
- Advanced financial modeling and technical skills with exceptional attention to detail
- Excellent written, verbal, and presentation skills
Qualifications
- Strong academic background with a focus in finance, accounting, economics, or related fields
- 1-2 years of relevant professional experience
Nice to Have
- Prior exposure to corporate development, M&A, or transaction advisory
Skills
* Required skills
About Coda Search│Staffing
A rapidly expanding private equity real estate investment firm is looking to hire an Asset Management Analyst to join its growing team of 20+ professionals.