Senior Investment Analyst

3 weeks ago


San Francisco, California, United States PGIM Full time
About the Role

We are seeking a highly skilled Senior Investment Analyst to join our Debt Originations team in San Francisco, California. As a key member of our team, you will be responsible for analyzing and underwriting commercial real estate debt investment opportunities across all property types.

Key Responsibilities
  • Analyze and evaluate commercial real estate debt investment opportunities, including cash flow models, Argus models, sensitivity tables, rent roll analyses, and other financial analyses.
  • Prepare Investment Committee memoranda and related materials through market research, risk analysis, and in-depth understanding of investment factors and credit risks.
  • Assist senior professionals in leading the due diligence and closing processes for originations in conjunction with portfolio management team.
  • Interact professionally with internal and external parties, including originations, transactions, risk, legal, developers, investment firms, borrowers, and third-party service providers.
Requirements
  • Bachelor's degree in Finance, Real Estate, or related discipline.
  • 1-3 years commercial real estate work experience.
  • Understanding of basic real estate terms and concepts, including net leases, gross leases, contracts, rents, percentage rents, operating expenses, capital expenditures, expense recoveries, property types.
  • Understanding of basic finance concepts, including amortization, interest rates, net operating income, cash flow returns, cap rates, internal rate of return, present value/discounted cash flow, and property valuations.
  • Advanced knowledge of Microsoft Excel.
  • Strong quantitative skills and demonstrated analytical ability.
  • Self-motivated with perseverance, and a hands-on, proactive style.
What We Offer
  • Competitive salary range of $90,000 to $105,000.
  • Medical, dental, vision, life insurance, and PTO (Paid Time Off).
  • Retirement plans, including a 401(k) plan with generous company match and a company-funded pension plan.
  • Wellness Programs to support personal wellbeing needs.
  • Work/Life Resources to support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional health, and career development.
  • Tuition Assistance to finance traditional college enrollment, approved degrees, and industry designations.


  • San Francisco, California, United States Servproprovo Full time

    About the RoleWe are seeking a highly analytical and results-driven individual to join our Investment Team as a Senior Analyst. As a key member of our team, you will be responsible for evaluating, structuring, and executing transactions that align with our company's mission and goals.Key ResponsibilitiesConduct thorough due diligence on portfolios of...


  • San Francisco, California, United States Generate Inc. Full time

    About the RoleWe are seeking a highly analytical and results-driven Senior Investment Analyst to join our Investment Team at Generate Inc. As a key member of our team, you will play a critical role in evaluating, structuring, and executing transactions that drive business growth and success.Key ResponsibilitiesConduct thorough due diligence on infrastructure...


  • San Francisco, California, United States Piper Sandler Companies Full time

    About Piper SandlerPiper Sandler is a leading international middle-market investment bank and institutional securities firm, serving the needs of middle-market corporations, private equity groups, public entities, and institutional investors. Headquartered in Minneapolis, Minnesota, the firm has additional investment banking offices in Boston, Charlotte,...


  • San Francisco, California, United States Virtus Investment Partners Full time

    Job DescriptionVirtus Investment Partners is seeking a highly skilled Senior RFP Specialist to join our team. As a key member of our sales team, you will be responsible for preparing responses to institutional and retail RFPs and due diligence questionnaires.The ideal candidate will have a strong background in investment management and excellent...


  • San Francisco, California, United States Vaquero Capital Full time

    About the RoleVaquero Capital, a leading technology investment bank, is seeking a high-performing Investment Banking Analyst to join our team. As a key member of our team, you will work on a variety of transactions for leading technology companies, including mergers and acquisitions and capital raising transactions.ResponsibilitiesWork on a wide range of...


  • San Francisco, California, United States PGIM Full time

    About the Role:We are seeking a highly skilled Senior Investment Analyst to join our Debt Originations team at PGIM. As a key member of our team, you will be responsible for analyzing and underwriting commercial real estate debt investment opportunities across all property types.Key Responsibilities:Analyze and underwrite commercial real estate debt...


  • San Francisco, California, United States PGIM Full time

    About the RoleWe are seeking a highly skilled Senior Investment Analyst to join our Debt Originations team at PGIM. As a key member of our team, you will be responsible for analyzing and underwriting commercial real estate debt investment opportunities across various property types.Key ResponsibilitiesAnalyze and evaluate commercial real estate debt...


  • San Diego, California, United States Voya Financial Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Investment Analyst to join our team at Voya Financial. As a key member of our investment research team, you will be responsible for conducting fundamental research, developing insights into future fixed income/credit performance, and issuing well-supported, accurate recommendations to the...


  • San Mateo, California, United States Franklin Templeton Full time

    About the RoleFranklin Templeton is seeking a seasoned Senior Venture Analyst to join our dynamic team. As a key member of our investment team, you will play a crucial role in conducting research on emerging technologies, evaluating investment opportunities, and providing strategic insights to drive successful investment decisions.Key...


  • San Mateo, California, United States Franklin Templeton Full time

    About the RoleFranklin Templeton is seeking a seasoned Senior Venture Analyst to join our dynamic team. As a key member of our investment team, you will play a crucial role in conducting research on emerging technologies, evaluating investment opportunities, and providing strategic insights to drive successful investment decisions.Key...

  • Investment Analyst

    6 days ago


    San Francisco, California, United States CFA Institute Full time

    Join Our Investment TeamOsborne Partners Capital Management is a leading investment management firm with a rich history of delivering exceptional results. Our team of experienced professionals is dedicated to providing innovative investment solutions to our clients.About the RoleWe are seeking a highly motivated and detail-oriented Investment Analyst to join...


  • San Francisco, California, United States MERCY COLLEGE Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Analyst to join our Investment Banking team in Consumer. As an Analyst, you will work closely with senior officers to analyze clients' financial situations, industry and market data, and M&A opportunities.Key ResponsibilitiesAssist in the analysis of clients' financial situations, industry and...


  • San Mateo, California, United States Franklin Templeton Full time

    At Franklin Templeton, we are committed to advancing our industry by pioneering innovative strategies that assist our clients in achieving their investment objectives. Our firm is a dynamic and diversified entity that encompasses asset management, wealth management, and fintech, providing various avenues for investors to progress toward their goals. Our...


  • San Francisco, California, United States Oppenheimer & Co. Full time

    About Us: Oppenheimer & Co. (NYSE: OPY) is a comprehensive financial services firm, providing a diverse array of investment banking, securities, investment management, and wealth management solutions from 89 offices located in key financial hubs across the United States, along with Investment Banking and Trading Desks in London, Hong Kong, and Tel Aviv. Our...

  • Investment Analyst

    4 weeks ago


    San Francisco, California, United States Pinnacle Group Full time

    Position Title: Investment Analyst/Associate at Pinnacle GroupCompany Overview: Pinnacle Group is a distinguished investment advisory firm with a focus on sectors such as Media, Telecommunications, Technology, and Renewable Energy. Established in 1987, the firm operates from its headquarters in San Francisco, with additional offices in various strategic...

  • Investment Analyst

    4 weeks ago


    San Francisco, California, United States Pinnacle Group Full time

    Position Title: Investment Analyst/Associate at Pinnacle GroupCompany Overview: Pinnacle Group is a distinguished investment advisory firm with a focus on sectors such as Media, Telecommunications, Technology, and Renewable Energy. Established in 1987, the firm operates with its main office in San Francisco and additional locations across various cities.Role...


  • San Francisco, California, United States Bank of America Full time

    Job DescriptionJob Title: Equity Research AnalystJob Summary:We are seeking a highly motivated and detail-oriented Equity Research Analyst to join our team at Bank of America. As an Equity Research Analyst, you will be responsible for conducting in-depth research and analysis of publicly traded companies in the technology and software sector.Key...


  • San Francisco, California, United States CFA Institute Full time

    Investment Team ExpansionOsborne Partners Capital Management is seeking a highly motivated and detail-oriented Associate Investment Analyst to join our team. As a key member of our investment team, you will work closely with our top-performing CFA Charterholders to manage multi-asset class portfolios.ResponsibilitiesDevelop a deep understanding of our...


  • San Francisco, California, United States Soul Equity Solutions Full time

    About Soul Equity SolutionsSoul Equity Solutions is a retained Executive Search firm dedicated to guiding Middle Market Private Equity Firms and their Portfolio Companies to best-in-class talent.About the RoleThe Analyst will join a private investment firm in their San Francisco Bay area office, focusing on the middle market with acquisitions up to $100M in...


  • San Francisco, California, United States Atlantic Group Full time

    Position Overview - Senior Analyst (Legal and Compliance):We are looking for a Senior Compliance Analyst to oversee and enhance the compliance framework for a dynamic investment advisory firm. This hybrid position emphasizes regulatory adherence, managing submissions, and ensuring compliance with industry regulations for a varied clientele, including private...