Investment Analyst jobs in United States
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Areté Collective · 3 days ago

Investment Analyst

Areté Collective is a real estate development firm based in Holladay, UT, focusing on creating high-quality, sustainable communities. The Investment Analyst supports the investment and capital markets function by conducting investment analysis, preparing financial models, and assisting with capital raising initiatives.

Commercial Real EstateReal EstateReal Estate Investment

Responsibilities

Support capital raising efforts, including debt and equity transactions, by preparing institutional-quality pitch decks
Build and maintain sophisticated, ground-up financial models (DCF) for large Master Planned Communities, utilizing granular assumptions to project cash flows, IRR, Equity Multiples, and Cash-on-Cash returns
Conduct investment analysis, ROI assessments, and scenario modeling to support executive decision-making
Assist in managing due diligence processes with lenders, coordinate with legal, appraisal, and title teams, and work with the onsite development teams to ensure proper funding needs are met
Update draw schedules and cash flow forecasts to ensure optimal capitalization throughout the project lifecycle

Qualification

Financial modelingInvestment analysisCapital marketsExcel proficiencyAnalytical skillsCommunication skillsProblem-solving skillsAttention to detailCollaborative mindset

Required

Bachelor's degree in Finance, Economics, Business, or related quantitative field
0–3 years of experience in finance, investment banking, capital markets, or real estate finance
Proficiency with Excel and financial modeling tools
Excellent analytical, communication, and problem-solving skills
Ability to manage multiple projects and deadlines simultaneously
Strong attention to detail and accuracy in financial analysis and reporting
Collaborative mindset and ability to work effectively across teams

Company

Areté Collective

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Areté Collective creates regenerative escapes designed to experience life at its fullest potential.

Funding

Current Stage
Growth Stage

Leadership Team

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Rebecca Buchan
Co-Founder and CEO
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Tom Hogan
Co-Founder and Chief Financial Officer
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Company data provided by crunchbase