What are the responsibilities and job description for the Investment Analyst position at Macdonald & Company?
Macdonald & Company is pleased to partner with a highly regarded and active real estate investment firm in the appointment of an Analyst to support both its equity and credit platforms.
The firm is headquartered in Salt Lake City and manages a national portfolio spanning multifamily, retail, and industrial assets, alongside a credit platform offering bridge, mezzanine, preferred equity, and other structured capital solutions.
The Role
The Analyst will be responsible for evaluating investment opportunities, stress-testing assumptions, and producing clear, decision-ready analysis to support internal investment approvals across multifamily and light industrial transactions.
Key Responsibilities
- Build and maintain financial models for acquisitions, financings, recapitalizations, and dispositions.
- Analyze operating statements, rent rolls, lease data, and historical performance to validate underwriting.
- Research market fundamentals, comparables, and submarket trends to support assumptions and business plans.
- Evaluate capital programs, value-creation strategies, and operational initiatives and quantify their return impact.
- Underwrite debt and structured capital investments, including analysis of leverage, coverage, and downside scenarios.
- Prepare investment committee materials that clearly summarize risks, sensitivities, and expected returns.
- Support due diligence by reviewing third-party reports and identifying key transaction risks.
- Collaborate with senior investment team members and contribute to ongoing deal review and execution efforts.