Investment Analyst


Under the general supervision of the Investment Team, the Analyst or Senior Analyst (level dependent on experience) will perform a range of tasks related to acquisitions and/or asset management.  This position will be accountable 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 assets in San Francisco and Berkeley. The Company has several strategic partnerships with global institutional capital providers and has experienced strong growth.


Primary Responsibilities

  • Assist in preparing analyses on transactions or other ad hoc requests from investors, potential lenders, brokers, buyers, etc.
  • Lead special projects as assigned and complete high-quality deliverables
  • Respond to lenders to resolve questions and run models to show budget implications
  • Review and analyze historical and projected operational data
  • Support new acquisitions with due diligence tracking and document collection
  • Prepare and present updates and reports to the Investments Team, as requested
  • Participate in weekly operations and/or construction calls as they apply to each deal
  • Research cost-effective means to optimize revenues and reduce operating/maintenance costs
  • Transition new investments from Acquisitions to Property/Asset Management
  • Assist in the monitoring and tracking of construction costs


Minimum Requirements and Qualifications

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


Key Skills and Competencies

  • Highly motivated, assertive, and driven
  • 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 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.