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Investments Analyst

Confidential Client•Real Estate & Construction
Entry LevelFull-timeOn-Site$118,318
Irvine, California
3 Days Ago

The Investments Analyst at Confidential Client plays a critical role in evaluating investment opportunities within healthcare-focused real estate sectors such as Senior Housing, Life Sciences, and Outpatient Medical assets. This position involves conducting comprehensive financial and market analyses, participating in deal execution processes, and collaborating closely with senior investment professionals to support strategic investment decisions. The role offers exposure to diverse facets of real estate investment and requires strong analytical, communication, and teamwork skills in a dynamic, fast-paced environment.

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Description

About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.


What You’ll Do

This Investments Analyst role supports the Investments team for a confidential client focused on healthcare real estate and related asset classes (Senior Housing, Life Sciences, Outpatient Medical). Typical responsibilities include:

  • Prepare and synthesize financial, property/portfolio and market analysis across healthcare and adjacent industries
  • Build and maintain detailed financial models (NPV, DCF, IRR, accretion/dilution and distribution waterfall analyses)
  • Support full deal execution: underwriting, structuring, on-site due diligence and closing activities
  • Assist in preparation of Investment Committee and Board presentation materials
  • Develop and maintain reporting databases, market data sets and precedent-transaction libraries
  • Gain and apply advanced proficiency in Microsoft Excel, PowerPoint and ARGUS Enterprise
  • Collaborate with internal and external stakeholders and provide cross‑functional support as needed

Who You Are / Qualifications

Candidates who will succeed in this role generally have:

  • Bachelor’s degree from an accredited university; majors in Real Estate, Finance, Business, Economics or Accounting preferred
  • 0–4 years of relevant experience (commercial real estate, private equity, investment banking, corporate finance); healthcare real estate experience is a plus
  • Strong academic performance and demonstrated analytical ability
  • Hands-on modeling experience and attention to detail
  • Effective written and verbal communication skills and ability to present complex topics clearly
  • Team-oriented, self-motivated, high energy, and comfortable handling varied responsibilities
  • Willingness to travel (typically < 10%)

Compensation & Employment Type

  • Base salary range: $105,000 — $115,000 per year (Confidential Client)
  • Additional generous cash incentives may be available
  • Employment type: FULL_TIME or CONTRACTOR (per team needs)
  • Location: Irvine, CA (on-site or hybrid as defined by the client)
  • Please note: This posting includes a salary range to comply with applicable pay transparency laws (e.g., California). Actual compensation may vary based on experience, skills, and employment type.

Location & Additional Details

  • Primary work location: Irvine, California, USA (see authoritative job location)
  • Minimal travel required (<10%)
  • The confidential client is an equal opportunity employer and evaluates candidates without regard to protected characteristics. Reasonable accommodation available upon request.

Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.

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