Senior Analyst, Investments / Associate, Asset Management



Ballast Investments (“Ballast” or “The Company”) is seeking a Senior Analyst or Associate to support the Asset Management vertical. Under the general supervision of the Asset Management Team, the Senior Analyst or Associate will be responsible for activities relating to the financial analysis and operations of Ballast’s investment portfolio, in addition to overseeing a team of Analysts. As the Senior Analyst or Associate 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, 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

  • Oversee a team of Analysts and their daily workflow
  • Assist in preparing analyses on transactions or other ad hoc requests from investors, lenders, brokers, buyers, etc.
  • Lead special projects as assigned and complete high-quality deliverables
  • Work with the Investments Team in responding to lenders to resolve questions and run financial models to show budget implications
  • Review and analyze historical and projected operational data
  • Prepare and present updates and reports to Investment Team, as requested
  • Research cost-effective means to optimize revenues and reduce operating/maintenance
  • Monitor and track construction costs
  • Support new acquisitions with due diligence tracking and document collection
  • Transition new investments from Acquisitions to Property/Asset Management
  • Assist in the management of junior investment analysts, providing work product guidance and review


Minimum Requirements and Qualifications

  • Bachelor’s degree in business, Finance, Data Analytics, Accounting, Real Estate, Economics or related field
  • 2-4 years of real estate private equity, real estate, data analytics or investment banking
  • Management experience required, with a proven ability to oversee a team of analysts
  • 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.