Analyst, Investments

Company Description

Berkeley Partners is a vertically integrated real estate investment platform focused on acquiring and operating industrial properties across high-growth U.S. markets. The firm partners with institutional investors to execute a disciplined, value-oriented investment strategy across both equity and credit opportunities, including direct lending.

Role Description

Berkeley Partners is seeking a highly motivated Analyst, Investments to join its Investments team. This role will be integral to the evaluation and execution of a broad range of investment opportunities, including acquisitions, joint ventures, and credit investments.

The Analyst will work closely with senior investment professionals and will be expected to demonstrate strong financial acumen, intellectual rigor, and ownership of work product. The ideal candidate thrives in a high-performance, entrepreneurial environment and is eager to take on meaningful responsibility early in their career.

Key Responsibilities

Investment Underwriting & Analysis

• Underwrite and evaluate prospective investments across equity and credit strategies, including financial modeling, return analysis, and sensitivities

• Perform valuation analyses (DCF, comps, cap rates, loan structuring)

• Analyze asset- and portfolio-level performance, providing ongoing insights to the Investments team

Market Research & Deal Sourcing

• Conduct market and submarket research to inform strategy and identify trends

• Support sourcing, screening, and tracking of investment opportunities

• Maintain relationships with brokers, owners, developers, and lenders to enhance deal flow

Due Diligence & Execution

• Execute due diligence, including lease analysis, collateral evaluation, and competitive positioning

• Coordinate third-party consultants and diligence workflows

Investment Communication & Team Collaboration

• Prepare investment committee materials and support presentation of recommendations

• Assist with investor reporting and communications

• Contribute to internal discussions, articulating assumptions, risks, and key value drivers

Qualifications

• 1–3 years of experience in real estate private equity, credit, investment banking, or a related analytical role

• Strong academic track record from a top-tier undergraduate institution, with a degree in finance, business, economics, accounting, or a related field

• Expertise in financial modeling and valuation; advanced Excel proficiency required

• Experience with Argus, CoStar, and Yardi preferred

• Strong analytical skills with high attention to detail and accuracy

• Ability to manage multiple workstreams and meet tight deadlines

• Excellent communication skills, with the ability to distill complex analyses into clear insights

Who You Are

• Intellectually curious with a strong interest in real estate investing and capital markets
• Self-directed and proactive, with a high degree of accountability and ownership
• Comfortable operating in a lean, high-expectation environment
• Collaborative team player with a high level of professionalism and integrity

How to Apply

Please complete the online application on LinkedIn and upload your resume.

As part of your application, please also include a separate document titled “10 Things We Should Know About You.” Our Investment team is interested in understanding how you think, what you value, and the experiences that have shaped you—beyond what is captured on your resume. We encourage you to highlight perspectives, decisions, experiences, or interests that are personally meaningful and help distinguish you.

Submission Guidelines:

• Limit: 1 page (maximum 450 words)
• Format: Numbered list (1 through 10)
• Content: Entries may vary in length; some may be brief, while others can be more detailed

Compensation and Benefits

We offer a competitive compensation package, including base salary and performance-based bonus, along with a comprehensive benefits program