SUMMARY

Ballast is seeking an Associate, Investments to support the Investments vertical. Under the general supervision of the Investments Team, the Associate is responsible for activities relating to the financial analysis and operations of Ballast’s investment portfolio along with communicating to key stakeholders.

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

• Financial Modeling & Forecasting:
  • Develop and maintain detailed capital forecasts and budgets for portfolio investments, ensuring accuracy and alignment with strategic objectives
  • Conduct sensitivity analysis to assess the impact of various scenarios on investment returns, providing clear and concise summaries for senior management
• Reporting & Analysis:
  • Prepare comprehensive ad-hoc financial analyses and investment recommendations for senior management, supporting informed decision-making
  • Monitor and track capital expenditure (CAPEX) costs and performance, identifying variances and providing actionable insights
• Project Management & Execution:
  • Lead special projects as assigned, delivering high-quality, timely deliverables
  • Collaborate with analysts to ensure accurate and insightful analyses
• Investor Relations & Communication:
  • Participate in external calls with key investors and stakeholders, contributing to effective communication and relationship management
  • Prepare materials for investor meetings
• Team Leadership & Mentorship:
  • Manage and mentor junior analysts, providing guidance and support to ensure the delivery of high-quality work and foster professional development.

Minimum Requirements and Qualifications

• Bachelor’s degree in business, Finance, Data Analytics, Accounting, Real Estate, Economics or related field
• 3-5 years of real estate private equity, real estate, data analytics or investment banking
• Advanced knowledge of Microsoft Excel, Word, and PowerPoint required; familiarity with 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 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 and its affiliates are committed to creating a diverse environment and are 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.  We are 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.

We thank all applicants who have applied however only those selected for an interview will be contacted.