Bellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value. We specialize in formulating and executing dynamic growth strategies through true partnership with our clients. Merging deep industry expertise, advanced analytical capabilities and best-in-class talent, we create value across the business lifecycle, from transaction management to operational transformation. 

Bellwether is privately held and has offices in Los Angeles, Salt Lake City and London. To learn more, visit bellwetherco.com

Industry: Business Consulting and Services
Company Size: 51-200 employees

Bellwether

Savvy Admin PROD

Bellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value. We specialize in formulating and executing dynamic growth strategies through true partnership with our clients. Merging deep industry expertise, advanced analytical capabilities and best-in-class talent, we create value across the business lifecycle, from transaction management to operational transformation. Bellwether specializes in the management, analysis, and reporting of over $40 billion of AUM across a wide range of real estate related assets and corporate platforms in North America, Europe and Asia. Bellwether is privately held and has offices in Los Angeles, Newport Beach, Salt Lake City, London and Dallas.

**Overview **

A Senior Analyst, Equity will support the oversight of a portfolio of commercial real estate investments. Key responsibilities include maintaining complex financial analyses, evaluating monthly operating reports and participating in bi-weekly leasing calls. The Senior Analyst, Equity will be encouraged to contribute on the strategic initiatives across their deals and suggest business plan variations, where appropriate.

**Key Responsibilities **

- Assist in the proactive monitoring and management of a portfolio of equity investments across various

property types;

- Review and analyze business plans, leasing activity and monthly property operating performance;

- Maintain detailed and complex asset-level cash flow reforecasting models;

- Organize investment-level data on a monthly & quarterly reporting basis;

- Evaluate and analyze potential new investments, assisting with due diligence and execution of said

investments;

- Liaison with operating partners and leading members of the asset management team to review

business plan execution;

- Perform additional ad-hoc analysis as needed; and

- Help train and mentor junior analysts.

**Professional Experience **

- A minimum of 2 years’ relevant experience;

- Asset Management, Development, or Acquisitions across major asset classes experience preferred;

client-facing experience preferred;

- Experience with property underwriting and advanced financial modeling;

- Familiarity with reading loan documents, joint-venture agreements, management agreements, etc.;

- Proficiency in Microsoft Excel, PowerPoint and ARGUS Enterprise.

**Education/Certification **

- Bachelor’s degree required

**Essential Skills & Competencies **

- Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature and intelligent, with

demonstrated excellence in prior endeavors. The successful candidate should have:

- **Job Knowledge & Technical Ability: **Development and analysis of real estate-based financial models

with a focus on multifamily, office, and industrial assets. Familiarity with complex financial models including waterfalls and various debt structures. Ability to read and analyze investment, lease, and management agreements.

- **Initiative & Dependability: **Ability to perform responsibilities independently and proactively, solve problems, and improve processes and/or services. Self-directed, takes initiative and responsibility, and ensures completion of tasks.

- **Communication: ** Excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information.

- **Professionalism & Teamwork: ** Acts with honesty and integrity and maintains confidentiality, adheres

to company policies. Promotes a collaborative and productive work environment. Demonstrates team

building, support and respect.

**Travel Requirements **

-  Local and/or nationwide travel to assets and client sites may be required as needed, approximately 1-2 times per month depending on deal list.

**Position Details **

- **Classification: **Exempt

- **Position Status: **Regular, Full Time

- **Reports To: **Vice President, Equity

- **Direct Reports: **No

**Physical and Mental Demands **

- While performing the duties of this job, the employee is regularly required to stand, sit, and walk. Must be able to sit at an office workstation for an extended period of time. May need to reach, stoop, or kneel to access items.

- Must be able to talk, hear and use wrists, hands and/or fingers frequently and repetitively to operate a computer, telephone and other office productivity machinery.

- Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly.

- Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative.

- Requires active listening, critical thinking, making decisions, time management, as well as administration skills.

- Ability to interact in a courteous professional manner at all times.

- Regular, predictable attendance is required.

- The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

**Work Environment **

- No hazardous or significantly unpleasant conditions (such as in a typical office).

- Moderate noise (i.e., business office with computers, phones, printers and light traffic)

- Indoor business office environment with windows; light foot traffic within work areas

- ~~The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ~~

**Benefits **

- We offer a comprehensive benefits package that includes:

- Employer-paid Medical, Dental & Vision, with buy-up options available

- Flexible Spending Account, Health Savings Account

- Carrot Fertility Benefit - $10,000 lifetime benefit

- 401k company match 4%, immediately vested

- Generous PTO, 11 Paid Company Holidays & Paid Holiday Office Closure

- 14 weeks Maternity Leave & 12 weeks Parental Leave

- Wellbeing program offerings

- Cell phone reimbursement

- Engaging team events & holiday parties

**Intent of Position Description **

**This position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position. **

****

**Equal Opportunity Employer **

**Bellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition  (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States. **

**We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.**

Senior Analyst, Equity

11North Partners is a real estate investment firm redefining the modern retail landscape through disciplined execution, strategic partnerships, and data-driven performance. We own a collection of market-leading retail assets diversified across geographies and formats, with a focus on quality, superior risk-adjusted returns and long-term value creation.

North reflects our direction — guided by integrity, clarity, and conviction. Eleven stands for the pursuit of excellence beyond expectation. Built on deep industry expertise and institutional partners like Bain Capital and several global LP’s, 11North delivers results that combine precision, stewardship, and performance at every level of investment.

For more information, visit 11northpartners.com.

Industry: Real Estate
Company Size: 2-10 employees

11North Partners

**Associate, Investments – 11North Partners **

New York, NY – Full Time

** **

**About 11North Partners: **

11North Partners is a performance-driven investment firm focused on real estate, private credit, and alternative asset strategies, focused on Retail Real Estate. We combine disciplined underwriting, data-driven portfolio management, and active operational oversight to deliver strong risk-adjusted returns for our investors. Our team values analytical rigor, accountability, and an entrepreneurial mindset, with investment decisions grounded in fundamental analysis, financial modeling, and ongoing portfolio monitoring.

**Overview: **

11North Partners is seeking a highly motivated Investment Analyst to join our dynamic and entrepreneurial Investment team. This individual will play a critical role in supporting the sourcing, underwriting, and execution of real estate investment opportunities across multiple asset classes. The ideal candidate thrives in a fast-paced, performance-driven environment and demonstrates exceptional analytical rigor, intellectual curiosity, and a passion for investing.

**Key Responsibilities **

- Lead the financial underwriting and evaluation of acquisition and development opportunities, including construction and maintenance of detailed Argus Enterprise and Excel-based models incorporating DCF, IRR/equity multiple analysis, waterfall structures, debt sizing, and scenario-based sensitivity analyses.

- Evaluate investment opportunities through comprehensive cash flow analysis, market research, and risk assessment to support investment committee decision-making.

- Develop independent perspectives on market rents, tenant demand, absorption, operating assumptions, and valuation trends through direct engagement with brokers, owners, lenders, tenants, and other market participants.

- Lead transaction due diligence efforts, including review of leases, operating statements, property-level financials, third-party reports, legal documentation, and tenant credit.

- Coordinate transaction execution processes across legal, financing, accounting, operational, and third-party diligence teams to support efficient closings.

- Prepare investment memoranda, underwriting summaries, and committee presentations that clearly articulate investment thesis, business plan execution strategy, key risks, and projected returns.

- Assess capital structures and financing alternatives, including senior debt, mezzanine financing, preferred equity, and joint venture structures.

- Track market dynamics, retail sector trends, comparable transaction activity, and capital markets conditions to sharpen investment judgment and sourcing initiatives.

- Support acquisition sourcing efforts by maintaining active relationships with brokers, owners, lenders, and other industry participants.

- Analyze property operating performance, including revenue trends, expense assumptions, capital expenditure requirements, lease rollover exposure, and tenant credit quality.

- Assist in asset-level financing, refinancing, recapitalization, and disposition activities as needed.

- Participate actively in investment committee discussions and collaborate closely with senior leadership on portfolio strategy and execution initiatives.

- Position will offer increasing leadership responsibility over underwriting processes and junior team workflows as the investment platform grows.

**Qualifications **

- Bachelor’s degree in Finance, Real Estate, Economics, or related field required. Strong academic credentials are expected.

- 3+ years of experience in real estate private equity, acquisitions, investment banking, commercial brokerage, or a related institutional investment environment with direct exposure to commercial real estate transactions.

- Advanced financial modeling and underwriting skills required, including experience building complex, auditable acquisition and development models from scratch.

- Proficiency in Argus Enterprise and Microsoft Excel required.

- Strong understanding of commercial real estate valuation methodologies, capital structures, joint venture economics, and debt markets.

- Direct experience underwriting retail, mixed-use, or commercial real estate investments strongly preferred.

- Demonstrated ability to manage multiple live transactions and workstreams in a fast-paced, deadline-driven environment.

- Strong commercial judgment, intellectual curiosity, attention to detail, and ownership mentality.

- Excellent written and verbal communication skills, with the ability to synthesize complex analysis into clear and compelling investment recommendations.

- High level of professionalism, integrity, and execution capability expected.

**Compensation **

- Base salary range of $150,000 to $175,000, commensurate with experience.

- Total compensation includes a discretionary performance-based bonus.

- Comprehensive benefits package including medical, dental, vision, and 401(k).

**Culture & Environment: **

At 11North Partners, we foster a collaborative, high-performance culture where every team member’s voice is valued. You’ll be working alongside a group of smart, driven, and supportive professionals who are passionate about investment strategy and long-term success. This is a high-intensity, high-reward opportunity for candidates who want to be surrounded by top talent and gain exposure to institutional-quality deals. We operate with a sense of urgency, intellectual rigor, and entrepreneurial energy — and expect the same from every team member.

** **

**Benefits: **

- Competitive compensation package

- Annual target bonus

- Medical insurance

- Dental insurance

- Vision insurance

- 401(k) plan

**Employment Status **

Applicants must be **legally authorized to work in the United States **. At this time, 11North Partners is **not able to sponsor visas ** or provide immigration support for this position.

~~11North Partners is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected characteristics. ~~

Associate, Investments

Welcome to DataAnnotation! We pay smart folks to train AI. We offer a remote, flexible work model- you choose your own hours and get to work when you want, whenever you want. Apply now through our open Job Listings.

Industry: Software Development
Company Size: 5,001-10,000 employees

DataAnnotation

DataAnnotation is committed to creating high-quality AI. We are looking for an Investment Analyst to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

**Role**

We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might:

- Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets

- Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work

- Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t.

- Share clear, structured feedback to help make each new version of the AI smarter and more reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

**Benefits**

- This is a full-time or part-time REMOTE position

- You’ll be able to choose which projects you want to work on

- You can work on your own schedule

- Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work

**Responsibilities**

- Give AI chatbots diverse and complex problems and evaluate their outputs

- Evaluate the quality produced by AI models for correctness and performance

**Qualifications**

- Fluency in English (native or bilingual level)

- Detail-oriented

- Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management

- A current, in progress, or completed Masters and/or PhD is is preferred but not required

Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. Only applicants in the United States will be considered for this role. This is an independent contract position.

#finance

Investment Analyst

For more than eight decades, CalPERS has built retirement and health security for state, school, and public agency members who invest their lifework in public service. Our pension fund serves more than 2 million members in the CalPERS retirement system and administers benefits for more than 1.5 million members and their families in our health program, making us the largest defined-benefit public pension in the U.S.

Industry: Government Administration
Company Size: 1,001-5,000 employees

CalPERS

**Equal Opportunity Employer**

The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.

It is an objective of the State of California to achieve a drug-free work place. Any applicant for state employment will be expected to behave in accordance with this objective because the use of illegal drugs is inconsistent with the law of the State, the rules governing Civil Service, and the special trust placed in public servants.

**Position Details**

**Job Code #:**

JC-510660

**Position #(s):**

275-625-4695-027

**Working Title:**

**Market Risk Investment Analyst**

**Classification:**

INVESTMENT OFFICER III, PUBLIC EMPLOYEES RETIREMENT SYSTEM

$10,681.00 - $12,738.00

This position is eligible for an annual incentive award and Charter Financial Analyst (CFA) pay differential. The annual incentive opportunity is 0- 20% of salary and is based on the level of achievement against several quantitative and qualitative measures. Permanent full-time employees who possess certification as a CFA may receive a 5% monthly base pay differential.

New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable.

**Shall Consider:**

INVESTMENT OFFICER II, PUBLIC EMPLOYEES' RETIREMENT SYSTEM

$7,993.00 - $10,004.00

This position is eligible for an annual incentive award and Charter Financial Analyst (CFA) pay differential. The annual incentive opportunity is 0- 10% of salary and is based on the level of achievement against several quantitative and qualitative measures. Permanent full-time employees who possess certification as a CFA may receive a 5% monthly base pay differential.

**# of Positions:**

1

**Work Location:**

Sacramento County

**Telework:**

Hybrid

**Job Type:**

Permanent, Full Time

**Department Information**

California Public Employees’ Retirement System (CalPERS) is a global institutional investor and the nation’s largest public pension fund, with assets of approximately $604.49 billion as of March 9, 2026. Headquartered in downtown Sacramento, we are a destination employer with an international reputation for leadership and innovation. At CalPERS, we’re committed to people – the people we serve, our team members, and the larger community around us. CalPERS is situated near Napa Valley, San Francisco, Lake Tahoe, and other desirable destinations, and we offer competitive benefit packages, compensation, and opportunities for advancement. Our people are deeply committed to our Mission & Vision and their decisions and actions are guided by our Investment Beliefs .

If you are interested in becoming part of a diverse and inclusive workforce where talent, experience, and expertise are valued, CalPERS invites you to apply for this employment opportunity. To find out more about our Diversity, Equity, and Inclusion efforts, visit our website !

To take a look at CalPERS as a destination employer, view this YouTube video .

**Job Description And Duties**

**Anticipated Interview Dates: ** We anticipate holding interviews two weeks after the cutoff date. We look forward to meeting with you!

**This position is being re-advertised. If you previously applied, your application is still being considered and you do not need to re-apply.**

Our Investment Office is currently seeking an Investment Officer (IO) II or III for enhancing and developing asset allocation and risk analytics tools to support the management of the total portfolio. Under the direction of the Associate Investment Manager, the IO conducts quantitative analyses to evaluate the impact of investment strategies, oversees the use of statistical and optimization models, and prepares data-driven reports for portfolio management teams.

The role includes developing and applying liquidity models, simulating cash flows under various scenarios, and analyzing the portfolio’s overall liquidity position. Additionally, the position streamlines and automates analytics using programming tools such as Python, SQL, and Power BI, integrates artificial intelligence solutions, and implements data visualization best practices.

**Telework Information: ** This position is eligible for a hybrid work schedule, with up to two days of remote work and three days or more onsite, per week.

**Sponsorship: **This position is not eligible for visa sponsorship. Applicants must be authorized to work in the US without the need for a visa sponsorship now or in the future. CalPERS does not participate in E-Verify for employment authorization purposes.

**Effective July 1, 2025, The California Department of Human Resources (CalHR) implemented the Personal Leave Program 2025 (PLP 2025). PLP 2025 directs that each employee shall receive a 3 percent reduction in pay in exchange for 5 hours PLP 2025 leave credits, monthly. The salary range(s) included in the job advertisement do not reflect the 3 percent reduction in pay.**

How did you hear about this position? Tell us in this brief survey .

You will find additional information about the job in the **Duty Statement **.

**Special Requirements**

**Statement of Qualifications**

Please provide a Statement of Qualifications (SOQ) for the hiring manager’s review. Applications received without an SOQ or those that do not respond to the specific questions below **will not ** be considered.

The SOQ must be typed, titled “Statement of Qualifications,” and each response must be numbered and list all relevant experience, education, and training, including places of employment, dates, and duties performed. The SOQ must not exceed two pages in length. We ask that you not use Artificial Intelligence assistance when composing your written response. Written responses are an attempt to assess and gain an understanding of your personal writing and communication skills and abilities.

- Based on what you know about CalPERS and the duty statement for this position, please share your relevant skills, experience, and education. How will they help you to be successful in this position?

- Please describe applications and systems that you have hands-on experience with. Please explain how you used them in the past. Which ones do you think could be helpful for this job?

- Collaboration is crucial within a portfolio risk team. Can you describe a time when you had to work closely with others to address a complex issue? What was your role, and how did you contribute to the team's success?

**Minimum Qualifications**

All experience and education relating to the Minimum Qualifications (MQs) listed on the Classification Specification should be included in your application package to clearly demonstrate how you meet the MQs for this position. The Classification Specification is located on this Job Posting under "Minimum Requirements."

Please Note: You may need to pass an examination to establish list eligibility prior to any type of job offer. To find and take an exam, visit the CalHR’s CalCareers website .

**Career Services & Outreach**

**Need help with your state application, resume, Statement of Qualifications, or interview preparation?**

The CalPERS Career Services & Outreach (CSO) team provides comprehensive support throughout the CalPERS hiring process. Our services include one-on-one online consultations for application assistance, Statement of Qualification review, and interview preparation. To schedule an appointment and receive personalized guidance from our team, please use the following booking link: CalPERS Career Services Consultations .

**Application Instructions**

Completed applications and all required documents must be received or postmarked by the Final Filing Date in order to be considered. Dates printed on Mobile Bar Codes, such as the Quick Response (QR) Codes available at the USPS, are not considered Postmark dates for the purpose of determining timely filing of an application.

Final Filing Date: 5/15/2026

Who May Apply

Individuals who are currently in the classification, eligible for lateral transfer, eligible for reinstatement, have list or LEAP eligibility, are in the process of obtaining list eligibility, or have SROA and/or Surplus eligibility (please attach your letter, if available). SROA and Surplus candidates are given priority; therefore, individuals with other eligibility may be considered in the event no SROA or Surplus candidates apply. Individuals who are eligible for a Training and Development assignment may also be considered for this position(s).

Applications will be screened and only the most qualified applicants will be selected to move forward in the selection process. Applicants must meet the Minimum Qualifications stated in the Classification Specification(s).

How To Apply

Complete Application Packages (including Your Examination/Employment Application (STD 678) And Applicable Or Required Documents) Must Be Submitted To Apply For This Job Posting. Application Packages May Be Submitted Electronically Through Your CalCareer Account At Www.CalCareers.ca.gov. When Submitting Your Application In Hard Copy, a Completed Copy Of The Application Package Listing Must Be Included. If You Choose To Not Apply Electronically, a Hard Copy Application Package May Be Submitted Through An Alternative Method Listed Below:

Address for Mailing Application Packages

You may submit your application and any applicable or required documents to:

Public Employees Retirement System

Postal

Attn: JC-510660/IP

Human Resources Division, Recruitment

P. O. Box 942718

Sacramento , CA 94229-2718

Address for Drop-Off Application Packages

You may drop off your application and any applicable or required documents at:

Public Employees Retirement System

Drop-Off

HRSD, EIR JC-510660/IP

400 Q Street, Lincoln Plaza North

1st floor drop box by security desk

Sacramento , CA 95811

08:00 AM - 05:00 PM

Required Application Package Documents

The Following Items Are Required To Be Submitted With Your Application. Applicants Who Do Not Submit The Required Items Timely May Not Be Considered For This Job:

- Current version of the State Examination/Employment Application STD Form 678 (when not applying electronically), or the Electronic State Employment Application through your Applicant Account at www.CalCareers.ca.gov. All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to demonstrate how you meet the Minimum Qualifications for the position.

- Resume is optional. It may be included, but is not required.

- Statement of Qualifications - In addition to completing your online job application, you must provide a Statement of Qualifications (SOQ) for the hiring manager’s review. Please see the Special Requirements section for instructions and questions for the SOQ. Applications received without an SOQ will not be considered. We ask that you not use Artificial Intelligence assistance when composing your written response. Written responses are an attempt to assess and gain an understanding of your personal writing and communication skills and abilities.

Applicants requiring reasonable accommodations for the hiring interview process must request the necessary accommodations if scheduled for a hiring interview. The request should be made at the time of contact to schedule the interview. Questions regarding reasonable accommodations may be directed to the EEO contact listed on this job posting.

Market Risk Investment Analyst

Susquehanna is a global quantitative trading firm founded by a group of friends who share a passion for game theory and probabilistic thinking. Our rigorous and analytical approach to decision making has led Susquehanna to become one of the largest and most successful proprietary trading firms in the world. In our offices around the globe, our employees are relentless problem solvers who collaborate to make optimal decisions.

Susquehanna’s deep integration of trading, technology and quant research makes us experts in trading essentially all listed financial products and asset classes, with a focus on derivatives. We handle millions of trading transactions around the world every day as both a market maker and market taker. Our efforts provide liquidity and ensure competitive prices for buyers and sellers. While our presence in the market is broad, our trading desks are highly specialized to allow for a deep understanding of the unique drivers of each asset class.

Industry: Financial Services
Company Size: 1,001-5,000 employees

Susquehanna International Group

**Overview**

As an investment professional, you will work closely with deal team members at every stage of the investment process, from sourcing and execution to post-investment support. This position represents a unique opportunity for a highly motivated individual to take on a wide set of responsibilities and make a significant impact in a fast-paced, entrepreneurial environment. Our team is located just outside Center City Philadelphia.

To learn more about SGE’s investment approach, team and portfolio, visit www.sgep.com.

**In This Role You Will**

-  Sourcing

-  Proactively identify, cultivate relationships, and catalyze transactions with the best B2B technology and services companies in the world

-  Represent SGE at industry conferences around the United State

-  Due Diligence and Transaction Execution

-  Lead review of new investments, including quantitative and qualitative analysis, market and industry research, transaction and returns modeling, and company valuation

-  Develop presentation materials for the firm, portfolio companies and management teams at prospective companies

-  Portfolio Company Management

-  Build relationships with portfolio company founders and leadership teams

-  Proactively participate in equity value creation at portfolio companies, from surfacing M+A targets to helping with strategic and operational projects

-  Travel to meet with portfolio and prospective companies across North America

**What We're Looking For**

- 1+ years of experience at an investment bank, growth equity firm, private equity firm or management consulting firm

- Minimum of a bachelor’s degree

- Superior work ethic, strong desire to learn, uncompromising attention to detail

- Excellent analytical, research and organizational skills

- Outstanding written and oral communication skills

- Enthusiasm for building relationships with entrepreneurs and catalyzing investment opportunities

- Visa sponsorship for work authorization is not available for this position now or in the future

If you're a recruiting agency and want to partner with us, please reach out to recruiting@sig.com. Any resume or referral submitted in the absence of a signed agreement will not be eligible for an agency fee.

Empower & Grow: Providing Alternative Investment Solutions. 

Arootah stands at the forefront of the Alternative Investment Industry as a comprehensive solution provider, offering an array of services crucial for Alternative Investment Management at varying stages of their journey.

Industry: Business Consulting and Services
Company Size: 11-50 employees

Arootah

A growing long/short equity hedge fund is seeking a **full-time Investment Analyst ** to join its small, high-performing investment team. The fund focuses on deep fundamental research and high-conviction investing across the global Technology, Media & Telecom (TMT) and Consumer sectors.

**Role Overview**

The Investment Analyst will work closely with senior team members on fundamental research, financial modeling, and idea generation for both long and short positions. This role offers significant exposure to the full investment process and the opportunity to contribute meaningfully within a lean, entrepreneurial environment.

**Key Responsibilities**

- Conduct fundamental company and industry research within TMT and Consumer sectors

- Build and maintain detailed financial models

- Develop and present investment ideas with clear risk/reward frameworks

- Monitor portfolio holdings and sector developments

- Prepare investment memos and supporting materials

**Qualifications**

- 2+ years of investment banking experience required

- Buyside experience in public equities is a strong plus

- Strong analytical, modeling, and valuation skills

- Demonstrated interest in fundamental investing

- Independent thinker with clear, concise communication skills

- Comfortable working in a lean, fast-paced environment

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

190k-200k base salary, plus discretionary bonus.

Investment Analyst – Long/Short Equity (TMT & Consumer) - Client Role

Cortland® is a product-to-people, multifamily real estate investment, development, and management company that in-sources most of its multifamily development, design, construction, renovation, management, and ownership functions – all with the goal of providing residents excellent, hospitality-driven living experiences. With our pioneering business model, our commitment to placing the resident at the center of our decisions, and our enterprising team, we’re aiming to set a new experience standard for the apartment industry – one community at a time.

Our company is now comprised of a team of nearly 2,500 people across the US and the world, from our headquarters in Atlanta, GA to our international development office in London, UK. We’re always interested in new talent joining our mission to create superior living spaces and experiences designed to inspire our residents, associates, and investors to live a better life focused on what matters most to them.

Visit our website at www.cortland.com to learn more about the possibilities we create for our residents, associates, and investors.

Industry: Real Estate
Company Size: 1,001-5,000 employees

Cortland

At Cortland, we operate with a forward-thinking approach that challenges conventional norms and actively seeks insights beyond traditional industry boundaries. As a recognized leader in the multifamily sector, our focus on performance, innovation, and disciplined execution continues to drive strong growth and market leadership. We are committed to building a best-in-class organization by empowering top talent with the resources, autonomy, and support needed to deliver results and advance their careers in a high-performance environment.

**Role Overview**

As the Investment Analyst, you'll support Cortland's investment strategy by delivering rigorous financial analysis, modeling, and reporting across multifamily asset management, development, and acquisitions. You'll help inform investment decisions and ensure portfolio performance aligns with market conditions and business plans.

- Analyze investment performance using financial projection models, comparing results to market trends and approved business plans

- Forecast revenue, occupancy, and expenses; underwrite development, acquisition, and disposition opportunities

- Prepare clear, concise investment materials including briefs, committee packages, and investor reports

- Report property‑ and portfolio‑level valuations using current debt and equity market assumptions

- Audit financial analyses and assumptions to ensure accuracy, consistency, and credibility

- Conduct market research on supply, demand, rent and sales comparables, and estimated replacement costs

- Review operating and capital budgets and support execution of property business plans

- Partner with Revenue Management and Operations to align occupancy, rent growth, and renewal performance with investment goals

- Travel as needed to evaluate potential new acquisitions and monitor renovation progress

- Collaborate closely with the Investment Associate to expand responsibilities and deepen investment expertise

- Perform additional duties as assigned

**Qualifications**

- Bachelor's degree in Finance, Real Estate, Business, or a related field required

- 1–3 years of experience in investment or financial analysis; Multifamily real estate experience preferred

- Strong quantitative, analytical, critical thinking and problem-solving skills

- Effective organizational and strategic planning skills

- Exceptional interpersonal, written and verbal communication skills

- Proficiency in Microsoft Office Suite and data analysis applications

**About Cortland**

Founded in 2005, Cortland is an international, vertically integrated multifamily real estate investment, development, and management firm with a resident-centric approach to living experiences. Recognized as one of the top 10 multifamily owners and operators in the US, Cortland combines in-house design, construction, and operations to deliver value and innovation across its portfolio.

Join us as we reimagine apartment living and drive outsized returns through purpose, performance, and people.

~~Cortland is an equal opportunity employer, and we're proud to support and celebrate diversity in the workplace. We are committed to equal consideration for all qualified applicants regardless of race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, protected veteran status, genetic information or any other characteristic protected by applicable law. If you have a disability and need an accommodation or assistance with the application process and/or using our website, please email Careers@cortland.com~~

~~Cortland is a drug-free workplace.~~

~~Cortland participates in e-verify to verify the employment status of ~~~~all persons hired to work in the United States.~~

**California Applicant Privacy Notice**

~~We collect personal information from all job applicants, including identifiers (e.g., name, contact details), professional or employment information (e.g., résumé, work history, qualifications), and education information. This information is used for recruiting, evaluating your candidacy, conducting interviews, and managing the application process.~~

~~California residents may request access to or deletion of their personal information by contacting us at careers@cortland.com~~

**GDPR Statement**

~~When you apply to a job on this site, the personal data contained in your application will be collected by ~~~~Cortland ("Controller"), which is located at 3424 Peachtree RD NE Suite 300 Atlanta, GA and can be contacted by emailing careers@cortland.com because Controller wishes to evaluate your candidacy for employment at Controller. Your personal data was either obtained from publicly available sources (e.g. LinkedIn) or provided to Controller by someone who referred you for potential employment. Controller's data protection officer is Greg Shultz, who can be contacted at Greg.Shultz@cortland.com. Your personal data will be processed for the purposes of managing Controller's recruitment related activities, which include setting up and conducting interviews and tests for applicants, evaluating and assessing the results thereto, and as is otherwise needed in the recruitment and hiring processes. Such processing is legally permissible under Art. 6(1)(f) of Regulation (EU) 2016/679 (General Data Protection Regulation) as necessary for the purposes of the legitimate interests pursued by the Controller, which are the solicitation, evaluation, and selection of applicants for employment.~~

~~Your personal data has been shared with Greenhouse Software, Inc., a cloud services provider located in the United States of America and engaged by Controller to help manage its recruitment and hiring process on Controller's behalf. Accordingly, if you are located outside of the United States, your personal data has been transferred to the United States. Because the European Union Commission has determined that United States data privacy laws do not ensure an adequate level of protection for personal data collected from EU data subjects, the transfer was subject to appropriate additional safeguards under [either the standard contractual clauses or the Privacy Shield]. You can obtain a copy of the standard contractual clauses by contacting us at careers@cortland.com~~

~~Your personal data will be retained by Controller as long as Controller determines it is necessary to evaluate your application for employment. Under the GDPR, you have the right to request access to your personal data, to request that your personal data be rectified or erased, and to request that processing of your personal data be restricted. You also have to right to data portability. In addition, you may lodge a complaint with an EU supervisory authority. ~~

Investment Analyst - Dallas, TX

Wake Robin is a single-family office managing a diversified investment portfolio with real estate as its core holding.

Liv Communities develops, owns and operates hospitality-focused multifamily and active adult communities with an overall purpose of helping people live their best lives. They do this by creating uncommonly positive experiences, inspiring residents and team members to stay longer and invite others to join them. 

Westplan Investors has invested in more than $2 Billion in real estate since its inception in 1994 with a primary focus on apartments. They have dedicated themselves to excellence in providing and managing equity investment products for their clients in residential U.S. real estate.

Industry: Financial Services
Company Size: 11-50 employees

Wake Robin

The Investment Analyst is the primary analytical and operational partner to the Director of Investments, supporting the full investment lifecycle across a complex, multi-asset, multi-entity portfolio. This foundational role strengthens governance through independent analysis, expands operational capacity through ownership of reporting and fund administration, and builds institutional continuity.

Initially, the role is execution-heavy, focused on private fund operations, reporting, data integrity, and infrastructure but is intentionally designed to evolve toward deeper investment analysis and governance support as operational efficiency improves. A core expectation is the active use of AI and automation to streamline workflows, reduce manual effort, and accelerate the shift from production to analytical and strategic work.

The Investment Analyst plays a direct role in advancing portfolio diversification beyond concentrated real estate holdings by supporting research, manager evaluation, and investment committee materials.

**What You’ll Do **

**Investment Operations & Reporting **

- Build and maintain institutional-grade performance reporting across multiple entities

- Manage private fund administration including commitments, capital calls, liquidity tracking, and tax coordination

- Support portfolio management systems, reporting platforms, and data infrastructure

- Implement AI‑driven automation across reporting, reconciliation, and document workflows

**Investment Analysis & Governance **

- Conduct independent due diligence on current and prospective investment managers

- Prepare investment memoranda, performance reviews, and analytical frameworks

- Support asset allocation analysis, portfolio rebalancing, and manager monitoring

- Contribute an independent analytical perspective to Investment Committee decisions

**Investment Committee & Communication **

- Prepare materials for Investment Committee meetings

- Maintain investment documentation and governance records

- Liaise with external managers, custodians, and advisors

- Continuously improve investment processes and governance frameworks

What We’re Looking For:**Required Experience & Skills **

- 3–7 years’ experience in institutional investing, wealth management, or a family office environment

- Multi‑asset class investment knowledge across public and private markets

- Hands‑on experience with private fund operations and investment reporting

- Strong analytical, performance measurement, and attribution skills

- Advanced Excel and PowerPoint proficiency

- Demonstrated, ~~practical ~~ use of **AI tools ** to accelerate professional workflows

- Excellent written and verbal communication skills

- Bachelor’s degree in Finance, Economics, Accounting, or related field

- A fiduciary mindset grounded in stewardship, discretion, and long‑term thinking

**Preferred Qualifications **

- CFA or CAIA designation (or progress toward one)

- Experience with portfolio analytics platforms (e.g., Addepar or similar)

- Familiarity with private fund automation tools (e.g., Canoe or equivalents)

- Experience in multi‑entity investment structures

- Exposure to Python, SQL, or automation-enhancing tools

What We Offer

- Broad, deep exposure to an institutional‑scale investment portfolio

- Direct access to Investment Committee members and family principals

- Meaningful ownership and real influence over investment processes

- A mandate to build and shape an **AI‑enabled investment function **

- Competitive compensation and professional development support

- A values‑driven culture rooted in stewardship, trust, and long‑term growth

- The opportunity to do work that truly matters for people and communities, today and for generations to come

Gross & Hartman Investments is a money management and investment consulting firm. We manage stock and bond portfolios and provide consulting services that include:  retirement planning, asset allocation, manager selection, stock selection, college planning and risk analysis.

As a small business, Gross & Hartman Investments has the ability to tailor decisions to the client's individual needs using our 25+ years of experience in financial advising.

Industry: Financial Services
Company Size: 2-10 employees

Gross & Hartman Investments LLC

About G&H InvestmentsLocated in Leola, just outside Lancaster, G&H Investments offers a refreshing alternative to large financial firms. For more than 35 years, we’ve delivered investment guidance grounded in integrity, insight, and personalized service. Today, we manage over $500 million in assets for clients across the country.

Our services meet clients wherever they are in their financial journey and include: Investment Management & Consulting, Asset Allocation & Portfolio Analysis, Retirement Planning, Manager Selection, Risk Analysis, and College Savings Strategies. Every strategy is customized — never cookie-cutter — and tailored to each client’s unique goals.

We serve a diverse range of clients, from young professionals investing for the first time to ultra-high-net-worth families managing complex wealth.

Founded by Don Gross more than 35 years ago, the firm is built on trust, personalized care, and long-term success. Today, that legacy continues under Bret Hartman, CFA, who trained under Don and leads with a client-first philosophy — balancing time-tested principles with modern financial strategies.

About the PositionG&H Investments is seeking a motivated Investment Analyst to work closely with our Portfolio Managers and Client Service Analyst to help clients achieve their long-term financial goals. This role offers hands-on experience across the investment management process, including asset allocation, risk analysis, due diligence, and ongoing portfolio monitoring. The analyst will also support client service functions and gain a deep understanding of the RIA landscape.

Key Responsibilities·       Support and enhance existing client service workflows

·       Evaluate client investments through an organized, detail-oriented process

·       Maintain asset allocation models and assist with portfolio rebalancing

·       Utilize financial, tax, and investment reporting software

·       Participate in frequent meetings with Portfolio Managers to optimize portfolios and generate new ideas

·       Collaborate with our network of client accountants

·       Prepare and maintain due diligence reports

·       Continuously monitor and optimize client investment portfolios

·       Build industry relationships to source new investment ideas

·       Conduct investment research across multiple asset classes

·       Improve and refine internal investment processes

·       Assist with the preparation of client investment reports

·       Perform day-to-day administrative tasks as needed

·       Work closely with select high-net-worth (HNW) clients

Qualifications·       Undergraduate degree required

·       A commitment to complete appropriate securities exams (Series 65, within 6 months)

·       Minimum 2+ years of relevant investment or financial experience

·       Potential professional certification development – (CFP, CFA)

·       Demonstrated investment acumen and understanding of key concepts and strategies

·       High integrity, strong work ethic, and intellectual curiosity

·       Proactive mindset with interest in long-term career growth within the investment industry

Compensation & Benefits·       Competitive salary

·       Profit sharing

·       Retirement benefits

·       Paid Time Off (PTO)

Point72 Asset Management is a global firm led by Steven Cohen that invests in multiple asset classes and strategies worldwide. Resting on more than a quarter-century of investing experience, we seek to be the industry’s premier asset manager through delivering superior risk-adjusted returns, adhering to the highest ethical standards, and offering the greatest opportunities to the industry’s brightest talent. We’re inventing the future of finance by revolutionizing how we develop our people and how we use data to shape our thinking. For more information, visit www.Point72.com/working-here. 

The content on this page is not an advertisement nor an offer to sell nor a solicitation of an offer to invest in any entity or other investment vehicle.  The information herein is not intended to be used as a guide to investing or as a source of any specific investment recommendation, and it makes no implied or express recommendation concerning the suitability of an investment for any particular investor.  The opinions, projections and other forward-looking statements are based on assumptions that the authors’ believe to be reasonable but are subject to a wide range of risks and uncertainties, and, therefore, actual outcomes and future events may differ materially from those expressed or implied by such statements. Point72, L.P. or an affiliate may seek to invest in one or more of the companies discussed herein.

Industry: Financial Services
Company Size: 1,001-5,000 employees

Point72

Point72 Academy 2026 Investment Analyst Program for Experienced Professionals

We’re training the next generation of Point72 discretionary investment professionals.

The Point72 Academy Program is a ten-month paid training program designed to introduce you to the buy-side and prepare you for a potential career as a Fundamental Equities Financial Analyst at Point72.

Upon successfully graduating from the Academy, you will have the opportunity to be placed in a role on a long/short equity investing team.

As an analyst at Point72, you will benefit from our mentorship culture and ongoing professional development resources that are dedicated to your continued growth beyond the Academy.

**WHAT YOU’LL DO:**

Learn the fundamental research and analysis skills needed to be an analyst at Point72 and apply intellectual curiosity in a role that values creativity, autonomy, and analytical rigor.

- Develop sophisticated company analysis and modeling skills from our Academy faculty, investment professionals and professors from some of the world’s leading universities.

- Learn statistics, accounting, financial modeling, data analysis, coding, and more.

- Complete a compliance training curriculum to prepare you for an analyst role.

- For all Academy Associates, at least a portion of this training will take place in our New York City office

- Apply the skills you’ve developed to real-life situations as you rotate with two investing teams.

- Gain firsthand experience and valuable mentorship from our investment professionals during your rotations.

**Upon Successful Graduation: The Analyst Role**

Upon the successful completion of the Academy, you’ll have the opportunity to interview for an equity research analyst role at Point72, where you’ll work closely with your portfolio manager and team to develop a deep understanding of companies across industries and around the world. Through fundamental research and financial analysis, you’ll attempt to see change before it happens and turn those insights into actionable investment ideas. You can apply your financial acumen and curiosity to help shape your team’s investment strategies as you:

- Develop sophisticated financial models to help you understand the businesses you cover and how they are changing

- Perform fundamental research; attend industry events, interact with sell-side research analysts and sales professionals, and analyze compliant data sets.

- Constantly develop your skills through coaching from your portfolio manager and by using the full breadth of the professional development resources available to you

- Apply your ever-growing knowledge base to identifying and opining on key market debates that drive stock prices

- Creatively research questions subject to the firm's compliance policies and procedures

- Recognize variant views versus the market

- Conduct yourself with the highest levels of professionalism, integrity, and ethics

**WHO SHOULD APPLY:**

At the Point72 Academy, we hire for potential. We are looking for problem-solvers who offer unique perspectives that can be applied to investing. We want you to apply if you have:

- Superior analytical skills, demonstrated through work experience and/or graduate education in fields such as finance, law, philosophy, economics, history, political science, journalism, humanities, or liberal arts.

- The ability and ambition to learn quickly, as we prepare you to potentially join a fundamental equities investing team as an investment analyst.

- A demonstrated passion for problem-solving, regardless of discipline.

- Strong written and verbal communication skills, with the ability to collaborate well with others.

- A fierce commitment to ethics and integrity.

- Self-motivation, maturity, and eagerness to learn.

- Exceptional critical and analytical thinking ability.

- An undergraduate degree (or above).

**TIMING:**

We have three start dates per year. The start class you will be considered for depends on when you apply.

**WHAT TO EXPECT:**

- Your online application, essays and resume will serve as an introduction to who you are as a candidate. Once you complete the online application, we will begin reviewing your profile.

- Selected candidates will then receive an email invitation to participate in a case study, allowing you to showcase your experiences and demonstrate your business acumen.

- Following submission and review of your case study, the next step would be an online assessment and virtual one on one interviews with various members of the Academy team, if selected.

**About Point72**

Point72 is a leading global alternative investment firm led by Steven A. Cohen. Building on more than 30 years of investing experience, Point72 seeks to deliver superior returns for its investors through fundamental and systematic investing strategies across asset classes and geographies. We aim to attract and retain the industry’s brightest talent by cultivating an investor-led culture and committing to our people’s long-term growth.

We’re a firm that thrives on ideas, and we’ve found that the Point72 Academy has provided us with diverse viewpoints and perspectives. We can offer support in Academy Associates’ growth and development as analysts and portfolio managers.

For more information, visit www.Point72.com/working-here

There is no set application deadline for this position. Candidates are considered as they apply, until the program is at capacity. We strongly encourage you to apply and fulfill all requirements as soon as you feel ready to begin the hiring process. Please note, you may only submit one application to the Academy program globally, so please be sure to apply to the region you are most interested in.

Don't miss this opportunity to kickstart your career in the world of investing with Point72 Academy.

~~Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.~~

~~Please note that any use of GenAI is strictly prohibited when completing this application.~~

The US annual base salary for this role is $125,000 (USD) which does not include discretionary bonus compensation or our comprehensive benefits package. Actual compensation offered to the successful candidate may vary from posted hiring based upon geographic location, work experience, education, and/or skill level, among other things.

Point72 Academy 2026 Investment Analyst Program for Experienced Professionals-US

Incubation Capital Partners (“Incucap”) is a one-stop shop for entrepreneurial real estate managers, providing cohesive solutions across financial capital, human capital, and institutional best practices.

Since inception in 2011, Incucap has developed an extensive track record advising and investing in entrepreneurial managers with over 25 completed capital formation mandates, including 10 first-time real estate ventures, resulting in the placement of $8.0 billion of capital into institutional real estate vehicles, companies, and direct investments on a global basis.

Incucap leverages its three verticals - Incucap Advisory, Incucap Search, and Incucap Ventures - to build institutional platforms and create enterprise value.

Industry: Financial Services
Company Size: 2-10 employees

Incubation Capital Partners

ICP Search has been retained on an investment analyst search for our client in Chicago.

**Experienced Analyst Position: **

The team is currently seeking an Analyst with ~2 years of experience (2024 college graduates) in real estate finance, banking, or institutional asset management. The candidate will be primarily responsible for providing analytical support for the client's operating company investments

(inc. corporate structuring, real estate investment transactions, and portfolio management decisions). Additionally, the candidate will support asset-level investment programs across existing and new joint-venture partnerships across various real estate sectors and geographies. The client's

dynamic and entrepreneurial culture requires independent motivation, teamwork, professionalism, and enthusiasm. Analysts will work closely with all levels of the organization and be given high-level responsibilities commensurate with their demonstrated abilities.

**Job Qualifications: **

▪ ~2 years of experience in real estate finance, banking, or institutional asset management (preferably 2024 undergrads)

▪ Highly motivated with demonstrated advanced analytical capabilities

▪ Well-developed communication skills, both verbal and written

▪ Proficiency with Microsoft Office, specifically Excel, Word, and PowerPoint

▪ Ability to work both independently and with fellow colleagues as part of a team

▪ Self-motivated with the ability to coordinate multiple tasks and meet critical deadlines

▪ Interest in the commercial real estate industry, real estate private equity, and global capital markets

▪ Intellectually curious with desire to understand the big picture and seek best practices

▪ Demonstrable consistency of words and actions; sound business ethics and the ability to protect confidential information and

company interests

▪ Attention to detail and commitment to excellence

**Job Responsibilities: **

▪ Produce analyses / materials aiding investment and/or structuring decisions

▪ Analyze and underwrite potential real estate investment transactions across various property types and geographies

▪ Complete market research and analysis for existing investments / new business development

▪ Support quarterly financial reporting / valuation processes

▪ Interact with investment partners and other third-party service providers

▪ Prepare investment memoranda, presentations, and other investment-related materials

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