Investment Analyst/Associate - Koch
Dallas, TX 75201
About the Job
The Analyst/Associate will be an active member of the Koch Real Estate Investments ("KREI") team. KREI is the real estate investment arm of Koch Industries, the second largest privately held company in the US with over $125bn in revenue. Since 2003, Koch has completed over $130bn of acquisitions and investments.
The Analyst/Associate will be responsible for underwriting, diligencing and structuring new real estate opportunities in the US and abroad and assisting in asset management of existing investments.
Our Team
KREI is active in the private and public markets and makes financial investments throughout the capital stack of real estate assets and operating companies. The Analyst/Associate will gain broad exposure to all real estate product types working across KREI's three verticals: Assets, Platforms, Structured Capital. KREI's investment activities seek to generate attractive risk-adjusted returns, with a focus on value-add and opportunistic returns.
What You Will Do
- Assist in responsibility for the underwriting, financial modeling, diligence, and internal memo preparation for real estate investments.
- Run diligence process for new investments and work alongside team to negotiate, structure, finance, and close asset and operating company investments in both the private and public markets.
- Assist in financial analysis and tracking of operational performance of the existing portfolio to identify trends and opportunities.
- Track portfolio operating results on a weekly, monthly, and quarterly basis. Complete cash flow forecasts or other analysis as needed for strategic decision making concerning individual assets.
- Track market conditions and performance in relation to current portfolio performance
- Prepare standard and ad hoc reports and presentations to facilitate communication and transparency as required.
- Maintain current knowledge of the real estate industry and global capital markets by monitoring current financial publications, as well as leveraging personal contacts with outside research/industry professionals and conducting ad hoc research as necessary.
- Develop the ability to lead complicated, structured transactions from start-to-finish, including presenting to management with a deal level recommendation.
A successful candidate will have the following characteristics:
- Self-starter, highly focused and ability to work independently and assist the investment diligence and underwriting process
- Excellent organizational and communication skills
- Collaborative and team player
- Entrepreneurial spirit, creative, and ability to think outside the box
- Integrity and a strong sense of ethics
Who You Are (Basic Qualifications)
- 1 to 4 years of experience in real estate investment banking, investment sales, equity/debt placement, private equity, corporate M&A
- Hands on transactional due diligence and closing experience.
- Ability to travel up to 20%
- Demonstrated analytical and financial modeling capability
- Experience in preparing operating memorandums and/or detailed valuation presentations
What Will Put You Ahead
- Bachelor's degree in Accounting, Finance, Real Estate Finance or Business-related field
- Understanding of real estate debt and equity markets
- Ability to lead the acquisition of real estate properties, structured securities, and operating companies from start to finish
At Koch companies, we are entrepreneurs. This means we openly challenge the status quo, find new ways to create value and get rewarded for our individual contributions. Any compensation range provided for a role is an estimate determined by available market data. The actual amount may be higher or lower than the range provided considering each candidate's knowledge, skills, abilities, and geographic location. If you have questions, please speak to your recruiter about the flexibility and detail of our compensation philosophy.
Hiring Philosophy
All Koch companies value diversity of thought, perspectives, aptitudes, experiences, and backgrounds. We are Military Ready and Second Chance employers. Learn more about our hiring philosophy here .
Who We Are
Koch Real Estate Investments (KREI) is the real estate investment arm of Koch Industries, the second largest privately held company in the US with over $115bn in revenue. Since 2003, Koch has completed over $130bn of acquisitions and investments. KREI is active in the private and public markets and makes financial investments throughout the capital stack. With a proven track record of successful investments, we are committed to excellence and innovation in the real estate industry.
At Koch, employees are empowered to do what they do best to make life better. Learn how our business philosophy helps employees unleash their potential while creating value for themselves and the company.
Our Benefits
Our goal is for each employee, and their families, to live fulfilling and healthy lives. We provide essential resources and support to build and maintain physical, financial, and emotional strength - focusing on overall wellbeing so you can focus on what matters most. Our benefits plan includes - medical, dental, vision, flexible spending and health savings accounts, life insurance, ADD, disability, retirement, paid vacation/time off, educational assistance, and may also include infertility assistance, paid parental leave and adoption assistance. Specific eligibility criteria is set by the applicable Summary Plan Description, policy or guideline and benefits may vary by geographic region. If you have questions on what benefits apply to you, please speak to your recruiter.
Additionally, everyone has individual work and personal needs. We seek to enable the best work environment that helps you and the business work together to produce superior results.
Equal Opportunities
Equal Opportunity Employer, including disability and protected veteran status. Except where prohibited by state law, some offers of employment are conditioned upon successfully passing a drug test. This employer uses E-Verify. Please click here for additional information.