Analyst, Finance & Banking, Financial Analyst

Your Job

The Analyst will be an active member of the Koch Real Estate Investments ("KREI") team. KREI is the real estate investment arm of Koch Industries, the second largest privately held company in the US with over $125bn in revenue. Since 2003, Koch has completed over $130bn of acquisitions and investments.

The Analyst will be responsible for underwriting, conducting due diligence, and structuring new real estate opportunities in the US and abroad, as well as assisting in the asset management of existing investments.

Our Team

KREI is active in the private and public markets and makes financial investments throughout the capital stack of real estate assets and operating companies. The Analyst will gain broad exposure to all real estate product types working across KREI’s three verticals:
Assets, Platforms, Structured Capital. KREI’s investment activities seek to generate attractive risk-adjusted returns, with a focus on value-add and opportunistic returns.

What You Will Do

• Assist in responsibility for the underwriting, financial modeling, due diligence, and internal memo preparation for real estate investments.
• Run due diligence process for new investments and work alongside team to negotiate, structure, finance, and close asset and operating company investments in both the private and public markets.
• 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.
• Ability to travel up to 20%

Who You Are (Basic Qualifications)

• Experience in real estate investment banking, investment sales, equity/debt placement, private equity or corporate M&A
• Experience handling transactional due diligence and closings
• Experience conducting analysis and financial modeling of potential investments
• Experience preparing operating memorandums and/or detailed valuation presentations

What Will Put You Ahead

• Bachelor's degree in Accounting, Finance, Real Estate Finance or Business-related field
• Experience working the real estate debt and/or equity markets
• Experience leading the acquisition of real estate properties, structured securities, and operating companies

Our Benefits

Our goal is for each employee, and their families, to live fulfilling and healthy lives. We provide essential resources and support to build and maintain physical, financial, and emotional strength - focusing on overall wellbeing so you can focus on what matters most. Our benefits plan includes - medical, dental, vision, flexible spending and health savings accounts, life insurance, ADD, disability, retirement, paid vacation/time off, educational assistance, and may also include infertility assistance, paid parental leave and adoption assistance.

Specific eligibility criteria is set by the applicable Summary Plan Description, policy or guideline and benefits may vary by geographic region. If you have questions on what benefits apply to you, please speak to your recruiter.

Additionally, everyone has individual work and personal needs. We seek to enable the best work environment that helps you and the business work together to produce superior results.