Long Only Fundamental Equity Analyst - REITs
Position Summary:
An established investment management firm is looking to add an experienced public real estate analyst to its investment team. The individual will work closely with the Portfolio Manager to develop actionable investment ideas for the U.S. and global listed real estate portfolios. The role requires strong analytical, quantitative, and communication skills, as well as a genuine passion for public markets and real estate investing. The ideal candidate will thrive in a collaborative environment while also demonstrating the ability to take initiative and work independently.
Key Responsibilities:
Develop investment recommendations across companies and sectors within the listed real estate universe
Build clear investment theses, identifying key valuation drivers and risk factors
Maintain and strengthen relationships with company management teams and act as the firm's primary point of contact for covered names
Update and maintain detailed financial models, including earnings forecasts, NAV calculations, and dividend discount models
Conduct property site visits and company meetings to inform views on strategy, capital allocation, portfolio quality, and financial positioning
Monitor broader macroeconomic and sector-specific themes relevant to real estate (e.g., tech trends for data centers, retail dynamics for mall REITs)
Qualifications:
Bachelor's degree required; MBA or CFA designation preferred
5-7 years of relevant experience as an equity research analyst, ideally with a focus on real estate or adjacent sectors
Strong understanding of security analysis, accounting, and valuation techniques
Advanced Excel skills; experience with Bloomberg, FactSet, or similar financial tools
Highly analytical with strong attention to detail and a structured approach to problem-solving
Excellent written and verbal communication skills
Commitment to working in a collaborative and inclusive environment
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