Investment Analyst
Listed on 2026-07-13
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Finance & Banking
Financial Analyst, Portfolio & Asset Management, Corporate Finance
Department: Asset Management
Status: Full-time, Exempt
Compensation: $95k - $115k
About UsSpecializing in the acquisition, development, and management of industrial/flex, office properties and multi-family, Denholtz maintains a diversified portfolio of 55 properties totaling roughly $2B in AUM. With a commitment to excellence and a focus on providing outsized investment returns, the firm continues to evolve while adhering to its core values of integrity and forward-thinking leadership.
About the RoleThe Investment Analyst will support the Investment and Asset Management teams in maximizing the performance and value of a growing real estate portfolio while assisting in the execution of strategic transactions across the platform. The role will be responsible for financial modeling, investment underwriting, portfolio analysis, market research, and reporting, while playing an active role in acquisitions, dispositions, refinancings, recapitalizations, and other capital markets activities.
The Investment Analyst will work closely with senior leadership and cross-functional teams to evaluate investment opportunities, monitor portfolio performance, support capital allocation decisions, and execute strategic initiatives. This position offers broad exposure to the full investment lifecycle, from acquisition and financing through ongoing asset management and eventual disposition, while contributing to the continued growth and institutionalization of the firm's investment platform.
EssentialFunctions
- Provide analytical support across a diverse real estate portfolio, including the development and maintenance of financial models, valuations, cash flow projections, return analyses, and performance reporting.
- Assist in underwriting acquisitions, developments, recapitalizations, and other investment opportunities, including financial modeling, market research, due diligence, and investment committee materials.
- Play an active role in transaction execution, supporting acquisitions, dispositions, refinancings, joint venture formations, and equity recapitalizations through financial analysis, diligence coordination, and transaction management.
- Prepare and maintain detailed property-level and portfolio-level financial models, including sensitivity analyses, scenario modeling, and valuation assessments.
- Support the development of annual asset and portfolio business plans; monitor performance against objectives and provide insights regarding risks, opportunities, and value creation initiatives.
- Collaborate with asset management and property management teams to analyze operating performance, evaluate investment outcomes, and identify opportunities to enhance asset value.
- Assist in sourcing, evaluating, and executing capital markets transactions, including debt financings and refinancings, through lender outreach, underwriting support, and financing analysis.
- Conduct market research and competitive analyses to evaluate investment opportunities, support business planning, and inform strategic decision-making.
- Prepare investment memoranda, financial presentations, and reporting materials for senior leadership, investment committees, lenders, equity partners, and investors.
- Review and analyze partnership agreements, loan documents, purchase and sale agreements, and other transaction-related contracts to identify key business terms, risks, and obligations.
- Coordinate due diligence activities for acquisitions, dispositions, and financings, including the review of leases, operating statements, budgets, third-party reports, legal documents, and market data.
- Assist in evaluating hold/sell decisions, recapitalization opportunities, and capital allocation strategies by incorporating operational performance, market conditions, valuation metrics, and capital markets considerations.
- Work closely with internal teams, including Asset Management, Acquisitions, Development, Finance, Accounting, and Investor Relations, to support investment and portfolio objectives.
- Develop and maintain portfolio and transaction reporting tools, databases, and dashboards to improve transparency, data integrity, and decision-making.
- Identify opportunities to enhance…
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