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Keystone National Group · 1 day ago

Investment Associate

Salt Lake City, UT

Full-time

Onsite

Entry, Mid Level

1+ years exp

Keystone National Group is a private investment firm that focuses on private credit and real estate debt/equity investments. They are seeking an Associate to support their Real Estate Team in underwriting, financial analysis, and managing investments across various real estate asset classes.

FinanceFinancial ServicesReal Estate

Responsibilities

Participate in the underwriting and due diligence processes for potential real estate private credit and equity investments

Perform financial modeling and sensitivity analysis related to investment opportunities

Present underwriting and analysis to team members in written and verbal formats

Work directly with investment sales brokers, joint venture / operating partners, and developers

Draft investment memorandums and presentations related to investment opportunities

Join and participate in discussions during Investment Committee while deals are presented and discussed

Assist with asset management duties, including financial analysis and investor reporting for existing investments

Qualification

Real estate private equityFinancial modelingQuantitative analysisInvestment bankingAnalytical capabilitiesCommunication skillsAttention to detailTeam collaboration

Required

1-4 years of experience in real estate private equity/credit, investment banking, or related real estate finance field (No candidates with less than 1 year of applicable full-time experience will be considered)

Pursing a bachelor's degree in finance, accounting, economics, or other finance-related degree

High proficiency in Word, PowerPoint, and Excel

Demonstrable analytical capabilities, including strong quantitative/modeling skills

Developing investment judgment and general understanding of risk/reward trade-offs

Ability to represent the Firm credibly in written and interpersonal communications

Takes pride of ownership in work, and work ethic

Outstanding communication skills, both written and verbal