Investment Analyst – Financial Analysis

Job Description

Investment Analyst | NorthPoint Development

The Tone:
This is an in-office role at NorthPoint Development, located in Kansas City, MO. NorthPoint is a real estate developer that has grown by empowering its team members and combining an entrepreneurial spirit. The Investment Analyst role is critical for quantifying the financial performance of real estate investments and managing financial business plans. This team supports the Asset Management team, handling recurring responsibilities and varying ad hoc problem-solving each week.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Kansas City, MO

• Team: Investment Analyst team, supporting Asset Management
• Mission: Quantify the financial performance of real estate investments and manage the financial business plan.
• Tech Stack: Microsoft Excel, PowerPoint, Word, Argus, Yardi

What You’ll Actually Do
• Financial Modeling: Develop and maintain complex financial models to underwrite new acquisitions, support development projects, and guide asset management strategy.
• In-depth Analysis: Conduct thorough analysis of property-level financial statements, market data, and economic trends to identify opportunities and risks.
• Reporting: Prepare and present clear and concise reports on investment performance, market conditions, and strategic recommendations to senior management and external partners.
• Collaboration & Due Diligence: Collaborate with the acquisitions, development, accounting, and property management teams to conduct due diligence and assist in the execution of investment strategies.

The Must-Haves
• Background: Bachelor’s degree in Finance, Accounting, or a related field/experience, with core knowledge in financial analysis and real estate investment.
• Experience: Demonstrated experience in financial analysis and investment research.
• Skills: Proficiency in financial modeling, forecasting, data analysis, Microsoft Excel, PowerPoint, and Word. Strong knowledge of real estate terminology, deal structures, waterfall models, and formation documents. Highly detail-oriented with exceptional organizational skills, confident in interacting with all team members and outside parties, and able to work collaboratively and independently. A proactive and resourceful individual eager to deepen expertise in real estate asset and investment management.
• Bonus: Experience with real estate private equity or asset management. Proficiency in Argus and/or Yardi. CFA charter holder or candidate.