Investment Senior Analyst / Associate

Overview:Pearlmark is an investment firm that targets domestic core-plus to value-add real estate opportunities via commingled funds, separate accounts, and joint venture structures. Since 1996, the Pearlmark team has sponsored more than 15 real estate equity and debt investment programs and completed over 600 real estate equity and debt transactions on behalf of investors, representing $6.3 billion in equity capital commitments and $14.7 billion in gross investment value. The firm is currently investing on behalf of a senior debt fund, mezzanine debt fund, and value-add equity fund. The company currently employs 30+ professionals and with offices in Chicago and New York.

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Job Description:Pearlmark is actively seeking a highly-motivated, self-starter to join its private equity investments group in its Chicago or New York office as an Investment Senior Analyst or Associate supporting the debt and equity platforms. This team member will be responsible for analyzing new acquisition, development, and debt investment opportunities and take part in every aspect of the deal lifecycle, from initial underwriting to disposition. The individual will work directly with senior leaders and will report to the Managing Director of Investments.
Key Responsibilities
Investment Screening and UnderwritingCreate and maintain detailed, complex cash flow analysis for acquisition and debt transactionsConduct market research to build pro forma assumptions leveraging various data sources, calls with brokers, and conversations with other market participantsInterface with Asset Management to review key inputs; defend and articulate key assumption drivers to senior team membersIdentify and communicate key risks and mitigantsRun sensitivity and scenario analyses
Transaction SupportCreate investment committee memoranda with input from team members; present materials internally and to investorsDraft soft quotes and term sheets for equity and debt transactionsCollaborate with Asset Management to conduct property and sponsor due diligence; compile, review, and summarize third party reports, property level data, contracts, and sponsorship history; ensure closing checklist is complete and all issues are appropriately flagged and resolvedParticipate in joint venture and loan document negotiation; coordinate legal reviewReview closing statements for accuracy and completenessPrepare investment committee materials for business plan updates and dispositions
Asset and Portfolio ManagementMaintain financial models post-closing; update quarterly for valuation reviewCreate PowerPoint slides on new equity investments and debt originations for quarterly investor presentations; draft ongoing business plan updates for senior team reviewAssist Asset Management with ad-hoc analyses
RequirementsBachelor’s degree; concentration in real estate or finance preferred2+ years of real estate private equity, REIT, debt, brokerage, banking, or valuation experienceAnalytical and cash flow modeling skills, including distribution waterfalls and construction drawsTransaction closing experienceHighly proficient in Excel and PowerPoint; proficiency in Argus preferredStrong team player able to work and solve problems independently and proactivelyExcellent written/verbal communication and organizational skillsFamiliarity with AI use cases for commercial real estateAbility to travel
Preferred AttributesAbility to manage multiple priorities in a fast-paced, team-oriented environmentProactive mindset with a desire to take ownership of workstreamsStrong interpersonal skills and ability to work with cross-functional teams
Compensation: $100,000-$125,000 annually with placement within the range based on relevant experience, skills, and qualifications. In addition to the base salary, there is a discretionary bonus based on company and personal performance.
What We Offer:Pearlmark offers a competitive benefits package to full-time employees including medical, dental, vision, life insurance/ADD, 401(k) retirement plan, long-term disability insurance, and FSA.
Pearlmark is backed by Generali, one of the world’s largest insurance asset managers. This backing offers the financial strength and global reach of an established institution while preserving the agility and conviction-driven culture of an entrepreneurial firm. For professionals early in their careers, the environment at Pearlmark is designed to accelerate growth. This individual will work closely with senior leadership, benefit from structured mentorship within the firm, and develop relationships across the broader real estate industry. xzbcwsv Pearlmark encourages and supports its employees in participating in real estate boards, networks, and events across the industry.