2-4 years of experience in finance, real estate, asset management, private equity, or a related field
Strong financial modeling and analytical skills
Advanced proficiency in Excel and PowerPoint
Solid understanding of financial statements and hotel-level operating metrics
Bachelor's degree in finance, Real Estate, Accounting, or a related field
Effective communication skills with various stakeholders
Detail-oriented with strong organizational skills and project management ability
Demonstrated intellectual curiosity and ownership mindset
Responsibilities
Support execution of debt originations and refinances across the portfolio
Assist in preparing investment memorandums and investor reports
Contribute to asset-level performance analysis and decision-making
Maintain and enhance investor reporting schedules
Build and refine financial models for various analyses
Coordinate due diligence with legal and accounting teams
Monitor compliance with loan covenants and reporting requirements
Conduct market research to inform financing strategy
Proactively solve complex problems with research and analysis
Benefits
Exposure to capital structuring and investor engagement
Cross-functional collaboration with Accounting, Operations, and Legal
Opportunity to impact asset oversight and strategic decisions
Meaningful role within a vertically integrated owner/operator platform
Engagement with high-performance analyst community
Full Job Description
The salary range for this opportunity is $80,000 to $85,000.
The Investment Analyst will play a key role in supporting Pacific Hospitality Group's investor relations, asset management, and financing initiatives. As part of the Capital Markets & Investments team, this position will work cross-functionally with Accounting, Operations, and Legal to support asset oversight, refinances, lender and investor reporting, and new investment underwriting.
This role is designed for a high-performing analyst seeking meaningful exposure to capital structuring, asset-level strategy, and investor engagement within a vertically integrated owner/operator platform.
What You Will Accomplish
Support execution of debt originations and refinances across the portfolio, including lender outreach, underwriting analysis, and financing presentations
Assist in preparing investment memorandums, equity decks, and investor reporting packages
Contribute to asset-level performance analysis and strategic decision-making
Maintain and enhance investor reporting schedules and performance summaries
Build and refine financial models for acquisitions, refinances, developments, and portfolio analysis
Coordinate due diligence efforts with legal, accounting, and third-party consultants
Support quarterly and ad hoc investor communications
Monitor compliance with loan covenants and lender reporting requirements
Conduct market and capital markets research to inform financing strategy
Take initiative in solving complex problems by independently researching, analyzing, and presenting thoughtful solutions
What You Will Bring
2-4 years of experience in finance, real estate, asset management, private equity, or related field
Strong financial modeling and analytical capabilities
Advanced proficiency in Excel and PowerPoint
Strong understanding of financial statements and hotel-level operating metrics
Bachelor's degree in finance, Real Estate, Accounting, or related field
Ability to communicate effectively with lenders, investors, and internal stakeholders
Detail-oriented with strong organizational and project management skills
Highly organized with strong attention to detail and the ability to manage multiple concurrent deadlines
High level of intellectual curiosity and ownership mindset, with a demonstrated ability to independently research issues, connect dots, and propose actionable solutions
Great If you have
Hospitality or hotel asset management experience
Exposure to debt placement or refinancing processes
Experience preparing investor reporting packages
Knowledge of loan documents, term sheets, and covenant structures
Experience leveraging AI tools to improve workflow efficiency, including building or utilizing Custom GPTs, automating reporting processes, or streamlining financial analysis tasks
Demonstrated curiosity around emerging technologies and process optimization
