Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, Real Estate, or related field.
• 2-4 years of relevant experience in real estate, private equity, or investment banking.
• Strong analytical and quantitative skills with basic financial modeling proficiency, particularly in Excel.
• Ability to synthesize and present data clearly for team insights.
• Strong verbal and written communication skills.
• Highly organized and detail-oriented, capable of managing multiple tasks simultaneously.
• Proactive and eager to learn in a fast-paced, transactional environment.

Responsibilities

• Conduct market research to identify investment opportunities and trends.
• Compile data on potential targets, including company profiles and financial snapshots.
• Support the development of preliminary investment theses.
• Build and maintain financial models with income projections and valuation metrics.
• Prepare investment summaries and memorandums for senior review.
• Coordinate information gathering across internal teams during due diligence.
• Assist in tracking timelines and deliverables for acquisitions-related tasks.

Benefits

• Collaborative team environment with opportunities for mentorship.
• Exposure to high-level projects and strategic decision-making.
• Opportunity for growth and development within the investment field.
• Access to professional development resources and training.
• Flexible location options between Dallas and New York.