Investment Analyst - Charlotte, NC

Location:

[Philadelphia, PA OR Charlotte, NC / Onsite] Experience Level: 2–4 years Industry: Commercial Real Estate | Self-Storage | Investment

• Underwrite acquisition and development opportunities using advanced financial models (IRR, cap rates, sensitivity, etc.)
• Support full‑cycle deal execution: due diligence, site visits, third‑party coordination, and closings
• Conduct market research and competitive analysis to inform investment decisions
• Partner with development, legal, asset management, and finance teams
• Track KPIs, identify value‑add opportunities, and support portfolio optimization

• 2–4 years of experience in real estate investment, corporate finance, or financial analysis
• Bachelor’s in Finance, Real Estate, Economics, or related field
• Advanced Excel modeling skills required; experience with ARGUS, CoStar, or Yardi a plus
• Strong understanding of real estate financial metrics (NOI, IRR, cap rates)
• Clear communicator with the ability to simplify complex financial concepts

• Experience with self‑storage, multifamily, or niche real estate assets (RV/Boat)
• Exposure to development, entitlements, or construction budgeting
• Familiarity with REIT structures or SEC reporting (a plus, not a must)

This is your chance to make a direct impact in a high‑growth environment, gain exposure to full investment life cycles, and grow alongside a team that values entrepreneurial thinking, collaboration, and results.