Real Estate Investment Associate & Development Manager

ABOUT

Helos Group is a dynamic multi-generational family office managing a diversified portfolio of assets,

with a significant focus on strategic real estate investments across various sectors. We pride

ourselves on a long-term vision, meticulous analysis, and a commitment to impactful projects.

POSITION OVERVIEW

We are seeking a highly motivated and analytical professional to join our team, focusing on real

estate and broader investment opportunities. The successful candidate will play a critical role in all

phases of the investment lifecycle, from market research and financial modeling to deal execution,

asset management, and development oversight. This role requires a blend of strong analytical skills,

project management acumen, and hands-on real estate development experience.

KEY RESPONSIBILITIES

Real Estate & Investment Analysis

• Conduct in-depth market research, trend analysis, and competitive landscape assessments across various real estate sectors (e.g., residential, commercial, industrial, hospitality).
• Develop sophisticated financial models (DCF, IRR, ROI, sensitivity analysis) for potential real estate acquisitions, developments, and other investment opportunities.
• Perform due diligence on prospective deals, including financial, legal, environmental, and operational aspects.
• Prepare comprehensive investment memoranda, presentations, and reports for internal stakeholders and investment committee review.
• Monitor portfolio performance, track key metrics, and provide regular reporting on investment health and progress.

Project Management & Real Estate Development

• Assist in the day-to-day management of real estate development projects from inception through completion (e.g., zoning, entitlements, design, construction, lease-up/sales).
• Coordinate and manage third-party consultants, contractors, brokers, and legal teams.
• Track project timelines, budgets, and milestones, identifying and mitigating potential risks.
• Contribute to the identification and evaluation of new development opportunities, including site analysis and feasibility studies.
• Support leasing and sales efforts for developed properties.

General Investment Support

• Assist with analysis and research on non-real estate investment opportunities as needed.
• Participate in strategic planning and portfolio optimization discussions.
• Maintain organized records and databases for all investment activities.

QUALIFICATIONS

• Bachelor's degree in Finance, Real Estate, Economics, Business Administration, or related field
• 3-5 years of progressive experience in real estate investment management, acquisitions, development, and/or portfolio management, with demonstrated leadership and deal execution capabilities.
• Proven experience in real estate development, including familiarity with zoning, entitlements, design, construction processes, and project lifecycle management.
• Strong financial modeling skills with advanced proficiency in Microsoft Excel and Powerpoint
• Proficient in use of Claude & Gemini in investment analysis and real estate development applications
• Solid understanding of real estate valuation methodologies and investment principles.
• Excellent analytical, problem-solving, and critical thinking abilities.
• Strong organizational skills and meticulous attention to detail.
• Exceptional written and verbal communication skills, with the ability to present complex information clearly and concisely.
• Ability to work independently, manage multiple priorities, and thrive in a fast-paced, dynamic environment.
• Local market knowledge of Utah real estate trends and dynamics is a plus.
• Discreet and trustworthy, with a strong understanding of confidentiality in a family office setting.

COMPENSATION & BENEFITS

• Compensation for this position will be highly competitive and commensurate with the candidate's experience and qualifications.
• Healthcare coverage
• Unlimited PTO