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Wealth And Investment Complaints Analyst- Hybrid
2 weeks ago
Aston Carter Salt Lake City, United States Contract to RegularThis position is a part of the Enterprise Complaints Management space and is focused on Wealth and Investment Management complaints cases. This can include private banking, brokerage, or advisors. At this time, these are all executive and high-level complex complaints, not just m ...
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AES Corporation Salt Lake City, United StatesAt AES, we raise the quality of life around the world by changing the way energy works. Everyone makes an impact every day in our small, global teams. Apply here to start an extraordinary career today. · The AES Clean Energy finance team is seeking a Senior FP&A Analyst with at l ...
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AES Corporation Salt Lake City, United StatesSr. Analyst, Cost and Investment Control FP&A page is loaded · Sr. Analyst, Cost and Investment Control FP&A · Apply · locations · US, Utah · time type · Full time · posted on · Posted 2 Days Ago · job requisition id · R · At AES, we raise the quality of life around th ...
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The AES Corporation Salt Lake City, United StatesAt AES, we raise the quality of life around the world by changing the way energy works. Everyone makes an impact every day in our small, global teams. Apply here to start an extraordinary career today. · The AES Clean Energy finance team is seeking a Senior FP&A Analyst with at ...
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AES Corporation Salt Lake City, United StatesAt AES, we raise the quality of life around the world by changing the way energy works. Everyone makes an impact every day in our small, global teams. Apply here to start an extraordinary career today. · The AES Clean Energy finance team is seeking a Senior FP&A Analyst with at l ...
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Sr. Analyst, Cost and Investment Control FP&A
2 weeks ago
AES Corporation Salt Lake City, United StatesAt AES, we raise the quality of life around the world by changing the way energy works. Everyone makes an impact every day in our small, global teams. Apply here to start an extraordinary career today. · The AES Clean Energy finance team is seeking a Senior FP&A Analyst with at l ...
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Small Cap Portfolio Manager
1 week ago
Wasatch Global Investors Salt Lake City, United StatesWho We Are · Wasatch Global Investors is a 100% employee-owned firm exclusively focused on active investment management. We use a collaborative, bottom-up fundamental approach to identify exceptional companies we believe are high-quality and have the potential to grow earnings fo ...
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Deal Originations Analyst
1 week ago
Alpine Investors Salt Lake City, United StatesLOCATION · Salt Lake City, UT · ABOUT US · Alpine Investors is a San Francisco, New York City, and Salt Lake City based private equity firm that is completely reimagining the private equity space. With over $8 billion in assets under management across 8 funds, Alpine's PeopleF ...
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Senior Portfolio Manager
1 week ago
Utah Retirement Systems Salt Lake City, United StatesAbout The Company: · We serve Utah public employees with retirement and insurance benefits in a partnership of trust with a commitment to value, innovation, and excellence. URS has two divisions. The Retirement Office administers pension benefits and retirement savings plans. Pu ...
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AI Business Analyst
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PrincePerelson and Associates Salt Lake City, United StatesAI Business Analyst · Hybrid / Salt Lake City, Utah · We are seeking a visionary AI Business Analyst to spearhead our organization's transformative AI revolution Are you ready to lead the charge and drive growth, efficiency, and innovation through your AI expertise? Join us as we ...
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Acquisitions Analyst
1 week ago
TruAmerica Multifamily Salt Lake City, United StatesAbout TruAmerica · Founded in July 2013, TruAmerica Multifamily is a partnership between industry veteran Robert E. Hart and The Guardian Life Insurance Company of America. The company is based on the premise that tremendous upside potential remains in mid-tier apartment communit ...
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Emerging Markets Portfolio Manager
1 week ago
Wasatch Advisors Salt Lake City, United StatesWho We Are · Wasatch Global Investors is a 100% employee-owned firm exclusively focused on active investment management. We use a collaborative, bottom-up fundamental approach to identify exceptional companies we believe are high-quality and have the potential to grow earnings fo ...
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Wasatch Global Investors Salt Lake City, United StatesWho We Are · Wasatch Global Investors is a 100% employee-owned firm exclusively focused on active investment management. We · use a collaborative, bottom-up fundamental approach to identify exceptional companies we believe are high-quality and have the potential to grow earnings ...
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Acquisitions, Analyst
4 days ago
TruAmerica Multifamily Salt Lake City, United StatesAbout TruAmerica · TruAmerica Multifamily is a Los Angeles-based investment firm specializing in acquisitions, value added asset management, capital improvement renovations and rehabilitation of Class B or better multifamily housing in the Western United States. With over55,634ap ...
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Analyst, Client Relations and Marketing
1 week ago
Wasatch Global Investors Salt Lake City, United StatesRole: · Analyst,Client Relations and Marketing · The Firm: · Wasatch Global Investors is a stable, independent, employee-owned investment management firm in Salt Lake City, Utah. We focus exclusively on investment management for large institutional investors and individuals thro ...
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Financial Analyst
1 week ago
SEARCH Group Partners Salt Lake City, United StatesEntry-Level Financial Analyst · SEARCH Group Partners is seeking an Entry-Level Financial Analyst for a large investment banking firm in Salt Lake City. We are seeking new college grads for multiple analyst roles. This is a great opportunity to join a global team with ample oppor ...
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Financial Analyst I
1 week ago
Utah Department of Transportation Salt Lake City, United StatesJob Overview: · We are seeking a talented Financial Analyst to join our team. The ideal candidate will have a strong background in financial analysis, forecasting, and quantitative research. This position offers an exciting opportunity to work in a dynamic financial environment. ...
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VP of Asset Management
1 week ago
High Country: Private Equity Search Salt Lake City, United StatesJoin one of the most successful real estate investment and development firms in the Mountain West region. With over $2.5B of AuM, our client is vertically integrated and invests in all asset types across the country & internationally. They have a 20+ year track record of outstand ...
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Financial Analyst
1 week ago
New Relic Salt Lake City, United StatesFinancial Analyst · Financial Analyst · Financial Analyst · Req ID · FY25|G&A|#6342 · Location(s) · Boulder, Colorado, USA; Chandler, Arizona, USA; Denver, Colorado, USA; Jackson, Wyoming, USA; Las Vegas, Nevada, USA; Phoenix, Arizona, USA; Portland, Oregon, USA; Reno, Neva ...
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Acquisitions Analyst
1 week ago
TruAmerica Multifamily Salt Lake City, United StatesAbout TruAmerica · Founded in July 2013, TruAmerica Multifamily is a partnership between industry veteran Robert E. Hart and The Guardian Life Insurance Company of America. The company is based on the premise that tremendous upside potential remains in mid-tier apartment communit ...
Investment Analyst - Salt Lake City, United States - SelectLeaders
Description
Company Overview:
Preserve Partners (Preserve) is a private real estate investment firm with a primary focus on multifamily investments in attractive secondary markets that offer a combination of stability and growth.
Since its inception in 2015, the Firm has invested over $680 million of capital and currently manages over $620 million in AUM on behalf of high-net-worth individuals and institutional capital partners.
The firm employs 20 professionals across two offices in Salt Lake City (HQ) and San Francisco.Position Title:
Investment Analyst
Location:
Salt Lake City, UT (In Person)
Position Overview:
Preserve is seeking an ambitious and experienced Investment Analyst to join our Investment Team.
The Investment Analyst will play a key role in supporting the evaluation and execution of multifamily real estate investment opportunities alongside senior team members.
The role involves all aspects of the real estate investment process including financial analysis and underwriting, market research, due diligence, financing, and property-level business plan development.
A successful candidate will possess strong analytical skills, attention to detail, and a passion for real estate investing.Responsibilities
Build and maintain complex financial models using Excel, incorporating cash flow projections, sensitivity analyses, waterfall structures, and investment return metrics to guide investment decision making
Assist in the due diligence and closing process for potential acquisitions by communicating with internal stakeholders, analyzing historical operating statements and rent rolls, reviewing third party reports, and supporting the development of the assets strategic business plan
Prepare detailed presentations for internal and external stakeholders, including investor-facing Investment Property Descriptions, lender-facing Financing Summaries, and quarterly investor reports
Analyze market trends, economic indicators, and regulatory changes to assess their impact on multifamily investment opportunities and corresponding risks and opportunities
Collaborate with the Asset Management and Construction Management teams to evaluate internal portfolio data and its implications on potential investments
Maintain internal databases including sale comparables, rent comparables, and deal pipeline status
Contribute to the development of investment strategies and recommendations
Qualifications
Bachelor's degree, preferably in finance, real estate, or other business-related field
1-3 years of work experience in real estate finance, investment management, or investment banking
Knowledge and experience in financial modeling, real estate finance, valuation, and capital markets
Exceptional quantitative and analytical skills
Advanced proficiency with Excel, Word, and PowerPoint
Ability to work collaboratively in a fast-paced environment and manage multiple projects simultaneously
Detail-oriented with a commitment to accuracy and quality in all work
Strong written and verbal communication skills
Entrepreneurial spirit with a growth-oriented mindset
Competitive base salary range of $75,000 - $85,000 commensurate with experience
Opportunity for annual performance-based discretionary bonus
Comprehensive benefits package including full coverage of health insurance premiums for you and your dependents, 401k, and flexible PTO including 20 days + 12 paid holidays per year
Eligible to participate in Preserve's employee incentive plan, where employees are given incentive units in applicable projects
Opportunity for professional development and career advancement within the Firm
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