Investment Analyst Job at Stark Enterprises, Cleveland, OH

  • Stark Enterprises
  • Cleveland, OH

Job Description

Investment Analyst

The Investment Analyst plays a key role in supporting the company's real estate investment, development, and asset management activities through robust financial modeling, forecasting, market research, and portfolio analysis. This role provides critical analytical support for evaluating prospective development and acquisition opportunities, monitoring asset performance, and preparing financial materials for internal and external stakeholders.

Essential Functions:

Financial Modeling & Investment Analysis:

  • Develop, maintain, and improve financial models for all development and acquisition projects
  • Conduct discounted cash flow (DCF) analysis, scenario modeling, and property- and portfolio-level forecasting
  • Analyze key real estate investment metrics, including IRR, NPV, Equity Multiple, and sensitivity analysis
  • Assist in financial analysis associated with new financing and refinancing efforts
  • Conduct lease analysis for prospective commercial tenants
  • Model joint venture equity structures, distribution waterfalls, promote calculations

Market Research & Portfolio Analytics:

  • Perform in-depth market research evaluating supply/demand dynamics, demographic trends, competitive property analysis, and other factors impacting investment decisions
  • Prepare monthly market update reports covering market rents, rent growth, occupancy, concessions, pipeline, etc
  • Maintain sale comp data within target markets to evaluate trends in valuations across properties and markets

Acquisitions, Development & Due Diligence Coordination:

  • Assist in sourcing and evaluating development and acquisition opportunities
  • Assist in coordinating due diligence activities with lenders, appraisers, consultants, legal teams, and third-party vendors to ensure timely and accurate information flow
  • Prepare and maintain investment committee materials for each IC meeting
  • Assist in capitalization and closing efforts

Cross-Department Collaboration:

  • Work closely with investments, asset management, development, acquisitions, and external partners to support financial and operational initiatives

Other Duties:

  • Demonstrate company core values consistently
  • Perform any other duties as assigned

Skills and Experience:

  • Bachelor's degree in Finance, Real Estate, Economics, or a related discipline
  • 2–5 years of experience in Finance, Investments, Commercial Lending, and/or Commercial Real Estate
  • Strong financial modeling capabilities in Excel
  • Experience with CoStar, Yardi Matrix, and other similar data tools preferred
  • Solid understanding of real estate financial concepts and investment metrics (NPV, IRR, Equity Multiple, yield on cost, development spread, LTC, LTV, DSCR, debt yield, etc.)
  • Robust quantitative and qualitative analytical skills with exceptional attention to detail
  • Strong organizational and time management abilities with the capacity to prioritize and manage multiple projects
  • Demonstrated ability to identify opportunities for improving efficiency, processes, and analytical rigor
  • Ability to sit for extended periods while working on a computer, with occasional standing, walking, or lifting of up to 10 pounds

Competencies:

  • Ability to synthesize complex data, identify trends, and develop actionable insights
  • Demonstrates strong command of financial modeling, valuation, and investment analysis
  • Communicates clearly and professionally in written and verbal forms
  • Works effectively with cross-functional teams and external partners
  • Ensures accuracy and quality across all analyses and deliverables
  • Proactively identifies opportunities for process improvement and takes ownership of responsibilities

Why This Opportunity is Exciting for You:

This role sits at the center of a large existing portfolio and active development pipeline spanning 14 target states across the Southeast and Midwest. You will get experience with multiple asset classes including retail, build to rent multifamily, and traditional multifamily. You will help source development and acquisition opportunities, underwrite ground up development and stabilized acquisitions, get exposure to real estate capital markets, and see full deal lifecycles from initial screening through closing. Your work product reaches the Stark Investment Committee and senior leadership directly, providing impact and visibility from day one.

We offer a competitive compensation package, including:

  • Paid Time Off (PTO)
  • Paid Holidays
  • 401(k) with Employer Match
  • Health, Dental, Life Insurance, and Long-Term Disability Insurance

Additional Information:

  • FLSA Status: Exempt; Full-Time
  • Location: Corporate Office; in office/hybrid
  • Travel: up-to 25%
  • Reports To: Vice President of Investments
  • Direct Reports: N/A
  • Decision Making Authority: The Investment Analyst supports the Investments team by performing financial modeling, market research, forecasting, and analytical tasks that inform investment and operational decisions. This role makes analytical recommendations based on data but does not have authority to approve contracts, commit company funds, or make final investment or financial decisions. All strategic and financial approvals are made by the VP of Investments or senior leadership.

About Stark Enterprises: Stark Enterprises is a full-service real estate development company based in Cleveland, Ohio, with expertise in acquisition, development, leasing, property management, construction, architectural design, landscape architecture, marketing, and security. We are committed to delivering high-quality, innovative solutions to meet the evolving needs of our clients and communities.

As an Equal Opportunity Employer, Stark Enterprises is dedicated to fostering a diverse and inclusive workplace. We do not discriminate based on race, religion, color, sex, gender identity, sexual orientation, age, disability, national origin, veteran status, or any other characteristic protected by law. Employment decisions are based on qualifications, merit, and business need.

Join us and be part of a forward-thinking company that values both its employees and the communities it serves.

Job Tags

Full time, Work at office

Similar Jobs

Robert Half

Investment Analyst Advanced (>6 years) Job at Robert Half

We're seeking an experienced Investment Analyst to support fund and investor operations within a fast-paced financial services environment. This role combines fund administration, client service, transaction processing, and regulatory documentation review, with direct... 

Bank of America

Equity Research Analyst/Associate- Payments, Processors & IT Services Job at Bank of America

Job Description:The Payments, Processors & IT Services research team covers roughly 30 stocks including major companies in the Payments...  ...initiations from scratchParticipate in IPO-related vettings and analyst daysDevelop databases integral to our research... 

Chicago Public Schools

School Clerk Job at Chicago Public Schools

 ...CLASS TITLE : School Clerk I CHARACTERISTICS OF THE CLASS : Under the general direction of the school principal, performs any...  ...distributes incoming mail and school correspondence; serves as a receptionist and greets and directs visitors to appropriate staff;... 

Young World Physical Education

Intervention Specialist: IEP & Student Growth Advocate Job at Young World Physical Education

 ...educational organization in Canfield, Ohio is seeking an experienced Intervention Specialist to develop educational programs for students. The role involves creating Individual Education Plans (IEPs) and implementing educational strategies to promote student learning... 

Blue Cross Blue Shield of Minnesota

Investment Analyst Job at Blue Cross Blue Shield of Minnesota

 ...Job Duties Investment Analyst About Blue Cross and Blue Shield of Minnesota At Blue Cross and Blue Shield of Minnesota, we are committed to paving the way for everyone to achieve their healthiest life. We are looking for dedicated and motivated individuals who...