Property Investment Analyst

2 weeks ago


San Francisco, California, United States Bailard Full time
Job Overview

Bailard, Inc., a distinguished asset and wealth management firm established in 1969, is committed to fostering a culture of trust and professional growth. We are seeking a dedicated individual to join our Real Estate team as a Property Investment Analyst.


Position Summary:
The Property Investment Analyst plays a crucial role within the Real Estate division, reporting directly to the Senior Vice President of Real Estate. This position is essential for the organization, focusing on analytical tasks related to property investments. The analyst will support both acquisition and asset management functions across various property types and locations.


Key Responsibilities:

  • Perform financial evaluations for potential property acquisitions.
  • Develop and adjust Argus models alongside Excel-based discounted cash flow and waterfall models.
  • Conduct financial assessments to inform investment decisions, including new leases, capital strategies, financing options, and exit plans.
  • Gather and analyze market data to establish underwriting assumptions for prospective investments.
  • Collaborate with the team to review and present quarterly valuations of current assets.
  • Assist in drafting internal investment memoranda for acquisitions, sales, financing, and refinancing activities.
  • Undertake additional tasks as assigned by the Real Estate team.

Qualifications:

  • A Bachelor’s degree is required, preferably in Finance, Real Estate, or a related discipline.
  • 2-3 years of experience in commercial real estate is preferred.
  • Excellent verbal and written communication skills, with the ability to tailor messages for diverse audiences.
  • Strong expertise in Argus and Excel, particularly in discounted cash flow modeling and waterfall structures.
  • A willingness to engage across various real estate sectors and learn about all asset classes.
  • Experience in the financial services or investment management sector is advantageous.
  • A demonstrated intellectual curiosity and the ability to stay informed about technological advancements.
  • Robust analytical and problem-solving capabilities.
  • Ability to work independently as well as collaboratively within a team.

Preferred Qualifications:

  • Prior experience in the Financial Services Industry, specifically in Real Estate.
  • Familiarity with SEC regulatory requirements and the technology necessary to comply with them.

Work Environment:
This role will primarily operate in a hybrid model, with opportunities for remote work. Bailard, Inc. is an equal opportunity employer that values diversity and bases employment decisions on qualifications, merit, and business needs.


Note: Background and credit checks are part of the hiring process.


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