Analyst, Investments







Job Posting 010
THE POSITION:
ANALYST, INVESTMENTS
REPORTS TO:
MANAGING DIRECTOR, INVESTMENTS
LOCATION:
San Francisco, California
THE FIRM
Founded in 2002, this privately-owned registered investment advisor focuses on private real estate funds in the domestic and international markets.
The firm creates annual vintage year domestic, international and global portfolios which invest in value-add and opportunistic private real estate funds. It currently has $2 billion in assets under management.
The highly experience investment team crafts portfolios that are diversified by geography, property type, strategy and management. Its clients include over 150 institutions in the U.S. and overseas as well as a wide range of high net worth investors.
THE POSITION
The Analyst will support the Managing Director for Investments in evaluating a wide range of private equity real estate funds, primarily in the Western U.S., for potential investment. S/he will work with the Managing Director in managing the investment process. The Analyst will participate in investing and marketing meetings, and will prepare materials for the firm’s Investment Committee meetings. Given the small size of the firm, s/he will have access to senior professionals within the firm and the business, will see the fundraising side of the business, and will gain a broader picture of the real estate world. This is a unique opportunity to get a bigger picture view of the real estate investment management industry.
CANDIDATE QUALIFICATIONS / EXPERIENCE
- Minimum of two (2) years of work experience in the investment management industry, preferably real estate related
- Undergraduate degree required, with evidence of strong academic performance. Holders of advanced degrees are overqualified for this role.
- Strong working knowledge of Excel for modeling, preparing PowerPoint presentations and organizing schedules and contacts in Outlook
- Ability to work in the U.S.
For more information on this opportunity, please contact:
Sally Carlson
OR
Heidi Holzhauer

Managing Partner

Principal
415.433.2299

707.963.1250 direct
415.203.5259 mobile

415.298.6659 mobile