Investment Analyst – Real Estate Equity

Job Description

Analyst – NCA Realty | Nassau Financial Group

The Tone:
This is a full-time professional role at Nassau Financial Group. The company is a growth-focused and digitally enabled financial services company with a fully integrated platform across insurance and asset management. Founded in 2015, Nassau has grown to manage $24.4 billion in assets and over 350,000 policies. Employees at Nassau operate with an entrepreneurial spirit, building on a long track record of customer focus and developing quality products. This position serves as a front-line professional responsible for the identification, analysis, due diligence, closing, and ongoing oversight of NCA Realty Partners investments, making it central to expanding the company’s investment programs and developing relationships to market its offerings.

The TL;DR
• Role: Early Career
• Type: Full-time
• Pay: $65000–$75000 yearly
• Team: NCA Realty Partners team
• Mission: Serve as a front-line professional responsible for the identification, analysis, due diligence, closing, and ongoing oversight of NCA Realty Partners investments, while also developing external relationships to market the Company’s investment programs.
• Tech Stack: Microsoft Excel, Word, PowerPoint, general business software applications, Argus

What You’ll Actually Do
• Evaluate Investments: Systematically review, analyze, diligence, price, and recommend appropriate actions for potential real estate equity investment opportunities.
• Propose Strategies: Prepare and present concise, well-supported investment recommendations to both internal staff and the designated investment committee.
• Build Relationships: Establish and actively manage business relationships with external brokers, bankers, real estate owners, and other real estate professionals.
• Oversee Investment Lifecycle: Assist with and perform all required closing and post-closing activities, including comprehensive asset management, re-underwriting, and ongoing reporting needs.
• Manage Documentation & Reporting: Prepare, maintain, and manage internal NCA Realty Partners operational documents and processes, alongside generating scheduled and ad hoc reporting for NCA Realty Partners and its clients.

The Must-Haves
• Background: Bachelor’s degree in business, finance, or a related field.
• Experience: One to three years of investment or asset management related experience.
• Skills: Highly proficient in Microsoft Excel, Word, PowerPoint, and general business software applications; excellent interpersonal and communication (verbal and written) skills; ability to work independently or within a team; ability to manage multiple transactions simultaneously in a time-sensitive environment.
• Bonus: Familiarity with the use of Argus and other real estate analytical software applications; ability to travel up to 25%; exhibit teamwork, collaboration, analytical thinking, and self-motivation.