Overview

The company is currently seeking an Investment Analyst for its primary office in Southern California (Westlake Village/Greater Los Angeles Area). This person will play a key role within a relatively small day-to-day investment team, and consequently will have close interaction with the firm’s leadership. Responsibilities will include:

– Conducting detailed financial analyses of individual assets or portfolios, operating companies, and other portfolio investments to determine attractiveness of investment opportunities
– Building financial models to reflect complex deal structures, analyzing in detail the models and underwritings of operating partners, and running sensitivity analyses across a variety of variables to assess the relative risks and opportunities of a given deal or structure
– Analyzing diverse categories of data and assisting in the preparation of investment memoranda for the partners and for external investors
– Assisting in the process of sourcing new investment opportunities through data collection and analysis of best-in-class companies across several real estate sectors
– Tracking economic, capital market, and real estate trends to help develop investment and asset management strategies

The firm is specifically searching for those who have the following skill-sets and backgrounds (Please do not apply if you do not meet the following criteria):

– 0-2 years of prior relevant work or internship experience in real estate private equity, real estate investment banking or real estate finance (preferably from a top-tier firm)
– Ability to perform detailed financial analyses including financial statement analysis, cash-flow modeling, carried interest/waterfall calculations, IRR and cap-rate analyses, etc. (Strong analytical ability is absolutely essential)
– Ability to work well in a small, dynamic team and proactively take on tasks with limited direction
– High proficiency with Excel is critical
– Evidence of outstanding written presentation ability (in both Word and PowerPoint)

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About Whitman Peterson

Whitman Peterson is an institutional, real estate private equity firm investing in assets nationally and internationally through strategic sponsor partnerships with prominent real estate operating companies. The firm is backed by prominent institutional capital partners and manages several funds on behalf of its investors. Whitman Peterson has invested in more than 100 properties since the firm’s inception in October 2010. The firm currently targets investments in the lodging, senior living, and multifamily sectors.