Analyst​/Associate

The Koch Real Estate Investments Platforms team is seeking an Analyst/Associate in Dallas, TX. The Platforms Associate will be a member of KREI’s Platforms team. The Platforms team targets equity and structured investment opportunities in real estate and infrastructure operating companies. Example industries and investment opportunities include:

The Platforms Analyst/Associate will be responsible for underwriting, diligence and structuring new platform opportunities and assisting in asset management of existing investments.

• Vertically integrated operating businesses within sub-sectors such as digital infrastructure, powered land, cold storage, hospitality, marinas and industrial storage
• Emerging/alternative real estate and infrastructure sub-sectors
• Privately held and publicly listed real estate investment trusts (REITs)

Our Team

Koch Real Estate Investments ("KREI") is the real estate and real estate-related investment arm of Koch Industries, the second largest privately held company in the US. Since 2003, Koch has completed over $130bn of acquisitions and investments. KREI is active in the private and public markets and makes financial investments throughout the capital stack of real estate and infrastructure operating companies.

What You Will Do

• Assist in responsibility for the underwriting, financial modeling, diligence, and internal memo preparation for platforms investments.
• Run diligence processes for new investments and work alongside other members of the Platforms 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 and complete cash flow forecasts or other analysis as needed for strategic decision making.
• 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 and infrastructure industry and global capital markets by monitoring current financial publications, as well as leveraging relationships 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.

Who You Are (Basic Qualifications)

• 1+ year of experience in investment banking, or equity/debt placement or private equity consulting or corporate M&A
• Experience conducting financial due diligence and closing
• Experience building financial models and analysis to drive business decisions
• Experience in preparing operating memorandums and/or detailed valuation presentations
• Ability to travel up to 20%

What Will Put You Ahead

• Bachelor's degree in Accounting, Finance, Real Estate Finance or Business-related field
• 1+ year of experience in investment banking or equity/debt placement, private equity, consulting or corporate M&A in the Real Estate or Infrastructure industry
• Experience analyzing real estate and infrastructure debt and equity markets
• Experience creating financial models and conducting company underwritings
• Experience leading acquisitions of real estate properties, structured securities, and operating companies

At Koch companies, we are entrepreneurs. This means we openly challenge the status quo, find new ways to create value and get rewarded for our individual contributions. Any compensation range provided for a role is an estimate determined by available market data. The actual amount may be higher or lower than the range provided…