Investment Associate

at  Reef Capital Partners

Job Title: Investment Associate
Location: Lehi, UT
Salary: $100-125k DOE, with year end bonus potential
Company: Reef Capital Partners

JOB DESCRIPTION:

This position plays a crucial role in analyzing potential acquisitions, monitoring portfolio assets, conducting market research, and providing actionable insights to support our investment strategies. The ideal candidate will have a solid background in financial modeling, investment analysis, a keen eye for detail, and strong analytical skills.

QUALIFICATIONS:

• Education: Bachelor’s degree with a quantitative focus, such as Finance, Economics, or Mathematics; 3.5+ GPA required.
• Experience: 3-5 years of experience in real estate development, investment banking, consulting, or other highly analytical role. Demonstrated experience in portfolio analysis and financial modeling.
• Skills:
• Strong analytical and quantitative skills with a proficiency in financial modeling and valuation techniques.
• Experience with financial software and tools
• Excellent communication skills, both written and verbal, with the ability to present complex data clearly.
• Strong attention to detail and ability to work independently and as part of a team.
• Proficiency with Microsoft Excel.
• Expert understanding of relevant financial concepts (IRR, net present value, etc…).

• Investment Analysis: Conduct in-depth analysis of acquisition targets, including performance evaluation, risk assessment, and benchmarking. Develop financial models to forecast performance and identify trends.
• Data Management: Collect, organize, and maintain large datasets related to market trends, investment performance, and financial metrics. Ensure data accuracy and integrity.
• Reporting: Prepare comprehensive reports and presentations for senior management and stakeholders. Provide clear, actionable insights and recommendations based on analysis.
• Market Research: Monitor financial markets, economic conditions, and industry developments. Provide regular updates and strategic insights on market trends and investment opportunities.
• Collaboration: Work closely with portfolio managers, analysts, and other team members to support investment decision-making and strategy development. Take a lead role in managing and mentoring the analyst pool.
• Process Improvement: Identify and implement enhancements to existing analytical processes and tools to improve efficiency and accuracy.