What are the responsibilities and job description for the Investment Analyst/Investment Associate position at Macdonald & Company?
Macdonald & Company are proudly partnered with a global Private Equity Real Estate firm to appoint an Investment Analyst or Associate from an Investment Banking background.
The firm are a global investor and developer of commercial real estate, with their headquarters based in Phoenix, Arizona. They have $1.8B in AUM across their investments that include Multifamily Apartments and Industrial Properties.
The Role
The Analyst/Associate will play an integral role in shaping investment decisions, diving into complex real estate opportunities and translating data into actionable insights. This is a hands-on position for someone who thrives in a fast-moving environment, enjoys problem-solving, and takes pride in producing polished, accurate work.
Key Responsibilities
- Support senior investment professionals with sourcing, assessing, and tracking investment opportunities across diverse real estate asset types
- Build and maintain financial models and cash-flow projections
- Draft investment summaries, offering packages, marketing collateral, and other materials required for transactions
- Work closely with internal groups such as asset management and accounting to support deal execution
- Conduct market research and keep internal databases updated with relevant economic and real estate metrics
Qualifications
- Investment Banking background as an analyst or associate
- Familiar with financial modeling concepts (IRR, DCF, NPV) and capable of advanced quantitative analysis
- Strong proficiency in Excel, Word, and PowerPoint
- Exceptional written and verbal communication skills for interaction with internal teams and external partners
- Highly organized, able to manage multiple priorities, and equipped with strong analytical capabilities and meticulous attention to detail
- Self-starter with solid problem-solving abilities