Base Annual Compensation: $85,000-$95,000 (depending on experience)

Title: Investment Analyst

Reports to: Associate

Primary Function: Financial Analysis, Asset Management

Status: Full-time, Exempt

Location: San Francisco, CA

Summary

Ballast Investments ("Ballast" or "The Company") is seeking an Analyst to support our rapidly growing team. Under the general supervision of the Investments Team, the Analyst will be responsible for activities relating to the financial analysis and operations of Ballast's investment portfolio. As the Analyst gains experience and knowledge, the level of contribution from a financial analysis perspective is expected to increase.

The Company is a vertically integrated owner-operator of multifamily, student housing, and single family rental assets in the greater Western United States. The Company has several strategic partnerships with global institutional capital providers and has experienced strong growth since its founding in 2014.

Ballast employs over 250+ real estate professionals whose mission is to create value by acquiring, developing, and managing our dwellings with exceptional care through an integrated approach. Our culture is founded on teamwork, authenticity, integrity and excellence. Through a shared purpose and common goal, the organization is built to serve its partners and communities within which it invests.

Primary Responsibilities

Budget and Reporting:
1. Forecasting operating budgets, ensuring alignment with strategic objectives
2. Conduct sensitivity analysis to assess the impact of various scenarios on investment returns, providing clear and concise summaries for senior management.
3. Prepare comprehensive ad-hoc analyses, supporting informed decision-making
4. Monitor key operating metrics, identify variances, and provide actionable insights to enhance operational efficiency
5. Perform return on investment (ROI) analyses to assess the viability of CAPEX projects
Project Management & Execution:
1. Assist with special projects assigned, delivering high-quality, timely deliverables
2. Collaborate across multiple departments to ensure accurate and aligned goals
Investor Relations & Communication:
1. Assist in the preparation of materials for investor meetings.
2. Support participation in external calls with key investors and stakeholders, contributing to effective communication and relationship management

Minimum Requirements and Qualifications

Bachelor's Degree in Business, Finance, Accounting, Real Estate, Economics, or related field
1-5 years of real estate private equity, real estate development, or investment banking
Strong in Microsoft Excel, Word, PowerPoint; working knowledge of Yardi is a plus

Key Skills and Competencies

Highly motivated, assertive, and driven
Strong analytical and qualitative skills
Able to prioritize, organize, and meet all deadlines
Committed to high standards of excellence and ethics
Effectively identify issues and formulate solutions
Capability to think critically, solve problems logically, and make well-reasoned business decisions
Ability to probe, ask the right questions, and dig beneath the surface to test the validity of information
Clear, articulate communicator, able to maintain effective documentation
Goal-oriented and diligent

Ballast Investments is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment, and we prohibit discrimination and harassment of any type based on race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Ballast Investments is also committed to compliance with all fair employment practices regarding citizenship and immigration status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

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