Senior Analyst (Dallas, Texas)

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This position is primarily responsible for modeling and analysis of potential real estate investment opportunities and existing portfolio assets.  Specific responsibilities include:

  • Assist in responsibility for the underwriting, financial modeling, diligence, and internal memo preparation for real estate investments.
  • Work alongside team to negotiate, structure, finance, and close asset and operating company investments.
  • Assist in financial analysis and tracking of operational performance of the existing portfolio to identify trends and opportunities.
  • Track portfolio operating results on a weekly, monthly, and quarterly basis.
  • Complete cash flow forecasts or other analysis as needed for strategic decision making concerning individual assets.
  • Track market conditions and performance in relation to current portfolio performance.
  • Prepare standard and ad hoc reports and presentations to facilitate communication and transparency as required.
  • Maintain current knowledge of the real estate industry and global capital markets by monitoring current financial publications, as well as leveraging personal contacts with outside research/industry professionals and conducting ad hoc research as necessary.
  • Develop the ability to lead complicated, structured transactions from start-to-finish, including presenting to management with a deal level recommendation.
  • Develop personal skill set to screen, diligence, and model public and private corporate opportunities.


  • Bachelor’s degree (preferred in Accounting, Finance, Math, or Economics)
  • 2+ years experience in real estate investment banking
  • Hands on transactional, due diligence, and closing experience
  • Experience with analytical and financial modeling
  • Experience in preparing operating memorandums and/or detailed valuation presentations
  • Financial modeling skills, including operating company underwriting
  • Ability to travel up to 15%
  • This role is not eligible for visa sponsorship

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