Asset Management @ Real Estate PE Firm Job at Coda Search│Staffing, San Jose, CA

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  • Coda Search│Staffing
  • San Jose, CA

Job Description

A rapidly expanding private equity real estate investment firm is looking to hire an Asset Management Analyst to join its growing team of 20+ professionals. This position is ideal for someone with 1–2 years of experience who is eager to build expertise in financial modeling, valuation, underwriting, and portfolio analysis.

This is a premier firm that own and operates several high-end assets and hires some of the best talent in the space.

What You’ll Do

  • Conduct in-depth due diligence on investment opportunities and portfolio assets.
  • Build and maintain detailed financial models, including DCF and scenario analyses, to evaluate performance and returns.
  • Prepare materials and present findings, risks, and recommendations to senior leadership and the Investment Committee.
  • Assist in managing all phases of transactions, from evaluation through closing, working closely with senior executives and board members.
  • Draft and support investor reporting, including financial projections, forecasts, and performance updates.
  • Provide analytical support for acquisition decisions through quantitative and statistical analysis.
  • Collaborate with internal teams across Legal, Compliance, and Marketing.
  • Monitor performance of past investments through back-testing and refining cash flow assumptions.

What We’re Looking For

  • 1–2 years of relevant professional experience in advisory, consulting, research, valuations, private equity, real estate, or investment banking.
  • Strong academic background with a focus in finance, accounting, economics, or related fields.
  • Prior exposure to corporate development, M&A, or transaction advisory preferred.
  • Advanced financial modeling and technical skills with exceptional attention to detail.
  • Excellent written, verbal, and presentation skills, with the ability to distill complex analysis for senior stakeholders

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