What are the responsibilities and job description for the Jr. & Sr. Investment Management Analyst position at The French Agency?
Location: Scottsdale, AZ (In-office full time; hybrid schedule available after ramp-up)
Compensation:
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Senior Analyst: $90,000–$120,000 base salary 10–15% bonus (potential up to 20%)
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Junior Analyst: Up to $90,000 base salary 10–15% bonus (potential up to 20%)
Benefits: Competitive package with medical, dental, vision, 401K, and generous PTO
About the Opportunity
This is a rare opportunity to join a fast-growing real estate investment firm during a period of rapid national expansion. The firm specializes in multifamily real estate across key Sunbelt markets and is seeking both Senior and Junior Investment Management Analysts to support its asset and portfolio growth.
The company is lean, scrappy, and ambitious—ideal candidates will be hungry to learn, thrive in a dynamic environment, and want to directly impact asset performance and company growth. This is not a fit for candidates coming from highly structured, plug-and-play real estate firms; this role requires initiative, creativity, and a builder’s mindset.
Responsibilities
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Financial & Performance Analysis: Evaluate property-level financials, identify cost-saving opportunities, and recommend strategic improvements
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Reporting & Insights: Develop detailed financial reports and dashboards, analyze KPIs, and communicate findings to stakeholders
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Portfolio Optimization: Assess leases, rent rolls, and tenant data to support portfolio-wide financial strategies
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Budgeting & Forecasting: Assist with property-level budget creation and ensure alignment with overall investment goals
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Capital Improvements: Support asset managers in implementing value-add projects that enhance both NOI and tenant experience
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Underwriting: Source and evaluate new multifamily investment opportunities, focusing on markets across the Southeast U.S.
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Market Research: Analyze rent comps, operating statements, and local demographics to drive data-backed investment decisions
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Stakeholder Communication: Prepare investor-ready reports and assist with strategic presentations
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Collaboration: Work directly with leadership across finance, acquisitions, and asset management to support holistic portfolio strategy
Ideal Candidate Profile
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2–4 years of experience in real estate investment, public accounting, or financial consulting
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Strong understanding of three-statement financial modeling and advanced Excel (must exceed basic VLOOKUPs and PivotTables)
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Experience with commercial or multifamily real estate is required for the Senior role; preferred but not required for Junior role
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High attention to detail and strong analytical thinking
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Self-starter with a passion for real estate and an ability to thrive in high-growth, fast-paced environments
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Strong written and verbal communication skills
Interview Process
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Virtual interview with the hiring manager
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Comprehensive Excel test (must demonstrate advanced skills)
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Cognitive assessment (CI test)
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In-person interview with the team
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Offer
Note: This firm has seen tremendous growth, expanding into multiple states with aggressive targets through 2027. These roles are growth-based positions, not backfills—ideal for candidates who want to build and grow alongside a high-performing team.
Salary : $90,000 - $120,000