Investments Analyst

COMPANY:

Stoneweg US is a globally recognized real estate investment firm with domestic offices in Dallas, TX, Miami, FL, and St. Petersburg, FL. Stoneweg serves as the exclusive asset manager of Varia US Properties AG, a foreign, publicly-traded real estate fund (SIX: VARN). The Company’s mission is broad and in addition to its core business in multifamily investment management, Stoneweg has an expanding portfolio of business opportunities in complementary real estate verticals. Stoneweg US is a subsidiary of Stoneweg and SWI Group, a global alternative investment platform founded in 2015 and headquartered in Geneva, Switzerland with over $10B in total assets under management and a presence in 15 European countries and Singapore.

POSITION:

Based in Dallas, TX, the Investments Analyst will be part of a dynamic and fast-paced business environment. The position will support all aspects of Investments and Asset Management, and play a critical role in underwriting new acquisitions, supporting due diligence, and assisting with ongoing asset management responsibilities and initiatives. This individual will work cross-functionally to evaluate investment opportunities, monitor portfolio performance, and contribute to strategic decision-making. The ideal candidate will be an energetic, motivated self-starter with a hands-on approach. This person will be results-oriented and able to excel in a fast-paced environment that requires one to be able to adjust to shifting priorities and accomplish multiple tasks.

RESPONSIBILITIES:

·    Build and maintain detailed financial models in Excel to evaluate potential multifamily acquisitions and dispositions.

·    Underwrite potential acquisitions, considering all comparable properties and developing initial business plans for rents, capital improvements, and operational changes.

·    Develop benchmarks to analyze monthly operating statements and KPIs, rolling up portfolio performance to help inform strategic decision-making.

·    Support Asset Managers in collaborating with property managers and third-party vendors to identify operational efficiencies and value-add opportunities.

·    Assist in preparing investment memoranda and presentations for internal investment committees and external capital partners.

·    Support the transaction process including due diligence, third-party coordination, and closing documentation.

·    Conduct market and submarket research to support investment theses and portfolio strategy.

·    Monitor property performance against underwritten projections and business plans.

·    Develop and update cash flow forecasting models at the asset, portfolio, and fund levels.

·    Serve as the gatekeeper for Asset Management system access, coordination, and subscriptions.

·    Develop budget comparison templates and translate portfolio fee, tax, insurance, and debt service data to inform management company budget assumptions at the asset level.

·    Support the interactions with institutional counterparties, including borrowers, lenders, sellers and equity capital partners.

·    Maintain databases of market intelligence and investment pipeline activity.

·    Research and complete ad hoc projects.

·    Work effectively and successfully in a fast-paced, deadline driven environment.

REQUIREMENTS:

·    Bachelor’s degree or greater in Finance, Real Estate, Economics, or related field.

·    2-3 years of experience in real estate investment, private equity, or investment banking with a focus on commercial real estate and/or multifamily preferred.

·    Advanced Microsoft Office knowledge, particularly Microsoft Excel and financial modeling.

·    Familiarity with industry tools such as RedIQ, DealPath, RealPage, and CoStar is highly desirable.

·    Forward-thinking capabilities to support integration of AI into the platform.

·    Ability to perform and prioritize multiple assignments without immediate supervision.

·    Strong interpersonal, time management, organizational, and strategic planning skills.

·    Excellent quantitative, analytical, and problem-solving skills.

·    Excellent verbal and written communication skills.

·    Team player with the ability to work independently and function in a support role.

·    This role will be based in-person in our Dallas, TX office only.

This role is expected to embody Stoneweg’s values at a leadership level, ensuring that professional conduct and decision-making align with the company’s principles:

-         Trust & Integrity – Acts with transparency, honesty, and accountability, upholding high ethical standards in all responsibilities.

-         Respect & Collaboration – Fosters an inclusive and supportive environment, valuing diverse perspectives and working effectively with colleagues and stakeholders.

-         Entrepreneurial Mindset – Demonstrates agility, proactiveness, and a solution-oriented approach to drive innovation and sustainable growth.

-         Excellence & Commitment – Takes ownership of tasks, continuously seeks improvement, and is dedicated to delivering high-quality results.

These competencies are essential to contributing to Stoneweg’s culture, ensuring a positive impact on the business, stakeholders, and the broader community.

COMPENSATION:

The chosen candidate will receive a competitive salary, bonus program, and an excellent benefits package. This position offers the candidate a strong opportunity for growth and advancement in the Company.

CONTACT:

Qualified candidates should email their resume to the following address: jobs.us@stoneweg.com

November 2025

NOTE: This job description is inclusive of but not limited to the job specifications contained herein. Additional duties or job functions may be required as deemed necessary.