Junior Analyst, Fund Mgmt

Carmel Partners, a well-capitalized private real estate firm with expertise in the investment, development, and construction of multi-family real estate, is seeking a Junior Analyst, Fund Management with a bachelor’s degree in accounting, finance, or a related field.

You will support the Fund Management Department in its various reporting, analysis, and information request responsibilities. In this entry-level position, you will have ample opportunity to learn and grow within the finance function and real estate industry. You will assist with essential tasks such as report and presentation preparation, accurate file maintenance, data entry, and investment valuations.

A place for you

Here at Carmel, we don’t just invest in buildings, we invest in careers. If you don’t meet every qualification listed in this job posting, we encourage you to apply anyway. We are building diverse teams of unique talent and strongly encourage people from underrepresented groups to apply. Everyone takes their own path to get here. Join us!

What you’ll do

• Assist in the preparation of quarterly investment reports and associated supporting files
• Assist in the preparation of the quarterly investment valuations
• Prepare capital call and distribution recommendation files
• Assist with the preparation and distribution of the quarterly capital account statements
• Update and maintain investor management system and investor portal
• Complete ad hoc and quarterly investor requests
• Submit information quarterly to investor consultant databases
• Assist in the preparation of investor presentations for annual investor meeting and call
• Other duties, responsibilities and special projects as assigned

About You

You’re a self-starter with excellent detail-orientation and time management skills. You’ve proven your excellent written, verbal, and analytical skills, and you can effectively prioritize your work, even under pressure. You consider your strong interpersonal skills a key part of your success, as you’re great at building effective working relationships. With your passionate interest in learning and growing within the finance function and real estate industry, and your ability to apply the skills you already have, you provide invaluable support to your team. You’ll bring:

• Bachelor’s degree in Accounting, Finance, or related field
• 0 to 1 year of professional experience
• Working knowledge of Microsoft Office (Word, PowerPoint, Outlook) and good experience with Excel
• Passion for learning and commitment to continuous improvement

Bonus Qualifications:

• Experience modeling within Excel
• Real estate experience

Location

San Francisco Headquarters of Carmel Partners, with the opportunity for hybrid in-office/remote work

Compensation and Benefits

Compensation and Benefits play a key role in your choice of employer, and our goal is to invest in you and your experience here. You’ll find a competitive compensation and comprehensive benefits package at Carmel.

Choose Carmel

At Carmel Partners, our mission is to envision the future of multifamily housing and create vibrant communities that enrich lives and neighborhoods.

Founded in 1996, Carmel is one of the nation’s leading specialists in real estate investment management, focusing on U.S. multifamily development and construction, renovation and debt investments. Through its vertically integrated platform, Carmel seeks to achieve superior risk-adjusted returns across varying market cycles by investing in relatively supply-constrained, high barrier-to-entry markets in the United States.

Since its founding, Carmel has bought and renovated or developed, or is in the process of renovating or developing, more than 46,000 apartment units and has made 22 debt investments with a combined estimated value of more than $15.7 billion. Carmel has offices in San Francisco, Denver, Santa Monica, New York, Seattle and Washington, D.C.

DEI Statement

At Carmel Partners, we are committed to fostering a diverse and inclusive workforce rooted in a culture of mutual respect. We believe our differences enable us to thrive—welcoming each other’s varied points of view is key to both our individual satisfaction and engagement, and to the firm’s long-term success.

Hiring during COVID-19:

Employees in this position must be fully vaccinated against COVID-19 prior to their start date and must remain fully vaccinated throughout employment, including via receipt of booster doses as recommended by federal, state, and/or local health authorities, unless an accommodation is granted for medical or religious reasons in accordance with applicable law.

Notice to third-party Agencies

Carmel Partners does not have any standing offers to pay any referral compensation or recruitment fees for any open positions. Unless there is a signed agreement providing otherwise, Carmel Partners will not pay any compensation to any employment firm, staffing agency, recruiter, or other third party for any resumes or candidate profiles that are provided, even if the individual is hired by Carmel Partners. In the event a recruiter or third-party agency/firm submits a resume or candidate profile without a signed active agreement, Carmel Partners explicitly reserves the right to pursue, and hire said candidate without any notice or financial obligation to the recruiter or agency/firm. Carmel Partners reserves the right to retain, use, transfer and distribute any resumes and candidate profiles that are submitted, including those submitted to hiring managers.

Education

• Bachelors or better in Accounting or related field