Associate or Senior Analyst, Investments Group

Job Title

Associate or Senior Analyst, Investments Group

San Francisco, CA 94104

Full-time

3/5/2026

Perform financial analysis and transaction support for Capital Transactions and Asset Management. Assist senior staff with market coverage and/or provide coverage for a new or small market or submarket. Perform analysis with an emphasis on Argus models and property valuations for assigned properties within the portfolio. May perform transaction closing responsibilities.

Capital Transactions Responsibilities:

• Effectively complete acquisition, disposition and financing process‑related tasks within established time frames. Tasks include but are not limited to:
  • Completion of loan and compliance‑related documentation
  • Completion of marketing and due diligence materials
  • Reviewing legal documents
  • Summarizing financing agreements
  • Preparing closing statements
• Coordinate with Asset Management and other business groups at appropriate stages of a transaction to ensure timely and accurate transition and closure, and compliance with applicable laws, regulations, policies and procedures, e.g. loan compliance issues, leasing parameters, and reserve requirements.
• Gather and analyze data to assist in pricing and structuring potential transactions. Prepare pro forma projections and analyze pro forma returns.
• Evaluate and analyze existing and potential investments or owned properties including market analysis, economic and demographic trends, absorption rates, and market competition using financial modeling software (Argus and Excel).
• Perform due diligence including lease review and tenant mix, suitability and cost of construction, rental rates and expenses, and financial conditions of tenants.
• Incorporate sustainability factors, including building ratings such as ENERGY STAR/LEED and base‑building efficiency investments, into acquisition due diligence, assessment, and preparation of the asset strategy.
• Prepare market overview to assist in covering target markets – includes updating information on competitive comps and investment brokers.
• Develop and maintain awareness of external markets including networking at peer level and surfacing acquisition and other opportunities to senior management as appropriate.
• Actively participate in training and orientation of new employees, including but not limited to, providing technical direction.

Asset Management Responsibilities:

• Perform accurate and complete net present value analysis for properties within the portfolio within established time frames.
• Thoroughly analyze the impact of lease transactions to property value and yield within established time frames.
• Thoroughly analyze the impact of capital projects to property value and yield within established time frames.
• Accurately and thoroughly review assigned sections of the monthly MAP report to ensure assumptions and forecast are consistent with the investment strategy for the asset within established time frames.
• Accurately and completely update property valuations as required within established time frames.
• Develop and produce accurate and complete required reporting to lenders, partners, and Shorenstein senior management within established time frames.
• With Capital Transactions, accurately and thoroughly complete transition‑related tasks including but not limited to developing the budget, reviewing leases, reviewing offering memorandum, responding to lenders to resolve underwriting questions, reviewing loan documents, and running models to show budget implications within established time frames.
• Assist in the review of the annual operating budget to confirm consistency with property strategies.
• Evaluate sustainability risks and opportunities, including building ratings such as ENERGY STAR/LEED, for assets under management. Ensure assets are managed in a manner consistent with market leading sustainability practices when practicable.
• Perform Asset Manager duties for assigned assets:
  • Oversee the development of annual property operating budgets. Ensure annual budgets are consistent with the annual investment plans.
  • Monitor the overall performance of the assigned assets against plan and…