Investment Analyst

Macdonald & Company is pleased to partner with a highly regarded and active real estate investment firm in the appointment of an Investment Analyst to support the acquisitions group.

The firm is headquartered in Salt Lake City and manages a national portfolio spanning multifamily, retail, and industrial assets, alongside a credit platform offering bridge, mezzanine, preferred equity, and other structured capital solutions.

The Role

The Analyst will be responsible for evaluating investment opportunities, stress-testing assumptions, and producing clear, decision-ready analysis to support internal investment approvals across multifamily and light industrial transactions.

Key Responsibilities

• Build and maintain acquisition and disposition models for investments, including joint ventures and recapitalizations.
• Analyze operating statements, rent rolls, lease data, and historical financials to validate in-place performance.
• Research market fundamentals, rent and expense benchmarks, and submarket trends to support underwriting assumptions.
• Evaluate value-add strategies, capital programs, and operational initiatives and quantify their impact on returns.
• Calculate and interpret equity return metrics including IRR, equity multiple, cash yield, and stabilized performance.
• Support due diligence efforts by reviewing third-party reports and identifying key risks and mitigants.
• Prepare investment committee materials that clearly summarize risks, sensitivities, and expected returns.
• Support due diligence by reviewing third-party reports and identifying key transaction risks.
• Collaborate with senior investment team members and contribute to ongoing deal review and execution efforts.