Investment Analyst/Investment Associate Job at Macdonald & Company, Phoenix, AZ

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  • Macdonald & Company
  • Phoenix, AZ

Job Description

Job Description

Macdonald & Company are proudly partnered with a global Private Equity Real Estate firm to appoint an Investment Analyst or Associate from an Investment Banking background.

The firm are a global investor and developer of commercial real estate, with their headquarters based in Phoenix, Arizona. They have $1.8B in AUM across their investments that include Multifamily Apartments and Industrial Properties.

The Role

The Analyst/Associate will play an integral role in shaping investment decisions, diving into complex real estate opportunities and translating data into actionable insights. This is a hands-on position for someone who thrives in a fast-moving environment, enjoys problem-solving, and takes pride in producing polished, accurate work.

Key Responsibilities

  • Support senior investment professionals with sourcing, assessing, and tracking investment opportunities across diverse real estate asset types
  • Build and maintain financial models and cash-flow projections
  • Draft investment summaries, offering packages, marketing collateral, and other materials required for transactions
  • Work closely with internal groups such as asset management and accounting to support deal execution
  • Conduct market research and keep internal databases updated with relevant economic and real estate metrics

Qualifications

  • Investment Banking background as an analyst or associate
  • Familiar with financial modeling concepts (IRR, DCF, NPV) and capable of advanced quantitative analysis
  • Strong proficiency in Excel, Word, and PowerPoint
  • Exceptional written and verbal communication skills for interaction with internal teams and external partners
  • Highly organized, able to manage multiple priorities, and equipped with strong analytical capabilities and meticulous attention to detail
  • Self-starter with solid problem-solving abilities

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