- Advanced Financial & Performance Analysis:
- Build, maintain, and enhance complex Excel models to analyze property-level and portfolio-level financials, identify variance drivers, and surface value-creation opportunities.
- Excel-Driven Reporting & Insights:
- Develop institutional-quality reporting packages, dashboards, and ad-hoc analyses using advanced Excel functions (e.g., XLOOKUP, INDEX/MATCH, SUMIFS, dynamic arrays, pivot tables) to support internal leadership and investor communications.
- Private-Equity Portfolio Management:
- Analyze rent rolls, operating statements, lease data, and capital expenditures to evaluate cash flow, NOI growth, and return metrics within a private-equity ownership framework.
- Budgeting, Forecasting & Re-Underwriting:
- Assist with annual budgets, rolling forecasts, and re-underwriting initiatives, ensuring assumptions align with fund-level return targets and business plans.
- Capital Improvement & Value-Add Analysis:
- Partner with asset management and construction teams to evaluate renovation programs, capital projects, and ROI outcomes using Excel-based return and sensitivity analyses.
- Investor & Stakeholder Materials:
- Prepare clear, data-driven presentations and written analyses that translate complex financial models into actionable insights for investors, lenders, and senior leadership.
- Advanced proficiency in Microsoft Excel, including financial modeling, scenario analysis, and large-data set management
- Experience supporting private-equity style reporting, underwriting, and performance analysis
- Strong analytical judgment and the ability to synthesize data into clear recommendations
- A self-starter mindset suited for a fast-paced, performance-driven environment
- The ability to communicate financial insights clearly to both technical and non-technical stakeholders
- Competitive Compensation: $85,000 – $95,000 per year
- Career Growth: Direct exposure to senior leadership with a clear path for advancement
- Comprehensive Benefits: Medical, dental, and vision coverage
- 401(k) Program: Plan for your future with confidence
- Work-Life Balance: Generous paid time off
- Team Culture: Collaborative, high-energy, and performance-oriented environment with team events and recognition
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Investment Management Analyst - Scottsdale - Rise48 Equity
Description
Your Next Big Opportunity in Private-Equity-Backed Multifamily Real Estate Starts Here
Are you ready to take your real estate investment career to the next level? Rise48 Equity is a private-equity-backed multifamily investment and asset management firm focused on acquiring, repositioning, and maximizing value across high-growth U.S. markets. We are seeking a highly analytical, Excel-driven Investment Management Analyst to play a critical role in portfolio-level asset management, financial modeling, and new acquisition underwriting.
This role is ideal for someone who thrives in a private-equity environment, is deeply comfortable working in advanced Microsoft Excel models, and wants exposure to institutional-quality analysis, reporting, and decision-making.
Why Rise48 Equity?
At Rise48 Equity, we don't just invest in properties—we deploy institutional capital with a private-equity mindset to create durable, risk-adjusted returns for our investors. With a proven track record across high-growth Sunbelt markets, our platform blends data-driven underwriting, hands-on asset management, and disciplined capital allocation.
You'll work directly with a seasoned executive team, gain visibility into fund-level and asset-level decision-making, and contribute to high-impact transactions at a firm that values precision, accountability, and analytical excellence.
Apply here:
What You'll Do
As an Investment Management Analyst, you will be deeply involved in financial analysis, Excel-based modeling, and performance optimization across our multifamily portfolio, while supporting new acquisition underwriting. Key responsibilities include:
Your work will directly influence investment decisions, capital allocation, and asset-level strategy across a growing private-equity portfolio.
Who You Are
You are a detail-oriented, Excel-power-user with 2–4 years of experience in real estate investment management, private equity, consulting, or public accounting, ideally within a private-equity-backed or institutional real estate platform.
You bring:
You're comfortable owning analyses end-to-end and understand the pace, rigor, and accountability that comes with private-equity-backed investing.
What We Offer
Join Us and Make an Impact
If you're looking to apply advanced Excel skills in a private-equity-backed real estate platform where your work directly impacts investment outcomes, Rise48 Equity is the place for you.
Apply today and help drive real value—where analytical excellence meets real estate investing.
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