Investment Analyst- Portfolio Management jobs in United States
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STORE Capital · 13 hours ago

Investment Analyst- Portfolio Management

STORE Capital Advisors, LLC is seeking a team-oriented Investment Analyst to join their Portfolio Management team. This role focuses on maintaining and maximizing the health of their $16 billion net-lease portfolio through financial analysis and collaboration with Portfolio Managers.

Financial ServicesReal EstateRetail

Responsibilities

Analyze property-level and corporate financial statements for existing customers to assess financial health and identify risks
Support portfolio management team with analysis and management of single-tenant net-lease exposure across the United States
Prepare detailed memoranda for Lease and Disposition Committee, presentations, and reports for Senior Management and Portfolio Managers
Formulate and communicate potential risks and strategies across tenants, industries, and geographies
Collaborate with Acquisitions, Credit Underwriting, Real Estate, and Accounting teams to provide insights that optimize portfolio performance
Engage with customers as needed to gather financial information, understand operations, and support portfolio management activities
Assist with ad hoc projects and initiatives assigned by the Team

Qualification

Credit analysisFinancial statement analysisCommercial real estateCritical thinkingWritten communicationOral communicationTime managementTeam collaboration

Required

Bachelor's Degree preferably in Business, Finance, and or related area required
0–4 years of relevant work experience in commercial real estate, banking, or a related area; at least 1 year of credit analysis preferred
Strong ability to interpret and analyze complex financial statements, including Income Statements, Balance Sheets, and Cash Flow Statements
Demonstrated critical thinking skills to evaluate creditworthiness and identify portfolio risks
Excellent written and oral communication skills; able to effectively communicate financial insights to internal teams and customers
Self-starter with the ability to work independently while maintaining a collaborative, team-oriented mindset
Effective at time and task management, capable of meeting tight deadlines without sacrificing quality

Preferred

at least 1 year of credit analysis preferred

Benefits

Competitive Pay and Long-Term Pay Incentives
Hybrid Work Schedule/Time Flexibility
Comprehensive Health Benefits w/ $0 Cost Employee Benefit Plan Options
Employer Sponsored Life and Disability Policies
Generous Paid Time Off Program and Paid Parental Leave
Paid Volunteer Time Off
Thirteen (13) Paid Holidays Per Year
401(k) Profit Sharing Plan with 4% match; with NO vesting schedule
Employee Wellness Program
Employee Training Reimbursement Program
Employer Sponsored Electric Vehicle (EV) Charging Program

Company

STORE Capital

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STORE Capital is one of the largest and fastest growing net-lease REITS in United states.

Funding

Current Stage
Public Company
Total Funding
$1.29B
Key Investors
Berkshire Hathaway
2023-02-03Acquired
2017-06-26Post Ipo Equity· $377M
2016-04-29Post Ipo Debt· $235M

Leadership Team

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Mary Fedewa
President and Chief Executive Officer
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Ashley Dembowski (Chard)
Chief Accounting Officer (CAO)
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Company data provided by crunchbase