Investment Analyst Job at Macdonald & Company, Salt Lake City, UT

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  • Macdonald & Company
  • Salt Lake City, UT

Job Description

Macdonald & Company is pleased to partner with a highly regarded and active real estate investment firm in the appointment of an Investment Analyst to support the acquisitions group.

The firm is headquartered in Salt Lake City and manages a national portfolio spanning multifamily, retail, and industrial assets, alongside a credit platform offering bridge, mezzanine, preferred equity, and other structured capital solutions.

The Role

The Analyst will be responsible for evaluating investment opportunities, stress-testing assumptions, and producing clear, decision-ready analysis to support internal investment approvals across multifamily and light industrial transactions.

Key Responsibilities

  • Build and maintain acquisition and disposition models for investments, including joint ventures and recapitalizations.
  • Analyze operating statements, rent rolls, lease data, and historical financials to validate in-place performance.
  • Research market fundamentals, rent and expense benchmarks, and submarket trends to support underwriting assumptions.
  • Evaluate value-add strategies, capital programs, and operational initiatives and quantify their impact on returns.
  • Calculate and interpret equity return metrics including IRR, equity multiple, cash yield, and stabilized performance.
  • Support due diligence efforts by reviewing third-party reports and identifying key risks and mitigants.
  • Prepare investment committee materials that clearly summarize risks, sensitivities, and expected returns.
  • Support due diligence by reviewing third-party reports and identifying key transaction risks.
  • Collaborate with senior investment team members and contribute to ongoing deal review and execution efforts.

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