Real Estate Investment Analyst

Description

Position Overview:

We are seeking a motivated, accounting-oriented Real Estate Investment Analyst to join our dynamic investment management team. This role supports the oversight of a $1.3B diversified real estate portfolio across Canada and the United States on behalf of TELUS-sponsored defined benefit pension plans. The successful candidate will collaborate with the Portfolio Manager, Senior Consultant, and various internal and external stakeholders to drive the success of our real estate investment strategy.

Key Responsibilities:

Market Research & Strategic Analysis

• Conduct economic and market research across Canadian and U.S. real estate sectors
• Interpret trends and integrate research into investment strategy and recommendations

Portfolio Management

• Monitor portfolio performance by tracking key metrics, reviewing quarterly financials, and analyzing variances
• Support valuation processes, including appraisal reviews and internal valuations
• Develop and maintain investment files, databases, and performance tracking tools to forecast returns and cash flows
• Attend asset management meetings with partners and advisors
• Coordinate with brokers, legal counsel, consultants, and lenders to ensure smooth execution of transactions

Compliance & Administrative Support

• Maintain organized records and filings for all portfolio assets
• Liaise with internal teams (e.g., Settlements, Finance, Risk, Valuations) on matters related to accounting, performance, and controls/compliance
• Provide administrative support for investment entities and team initiatives

Qualifications

Education

• Bachelor’s degree in Finance, Business, Real Estate, Economics, Mathematics, Computer Science, or a related field
• Master’s degree or professional designation (e.g., CFA, MBA, CA, AACI, CAIA) considered an asset

Experience

• 2–5 years of relevant experience in real estate, finance, institutional investment, or related fields
• Preferred experience in commercial real estate transactions, asset management, acquisitions, appraisal, development, leasing, or accounting
• Solid understanding of the Canadian real estate market, with exposure to multiple asset classes and regional sub-markets

Technical Skills

• Advanced proficiency in Microsoft Excel, PowerPoint, Word, and Outlook
• Strong financial modeling and analytical skills
• Experience with tools such as CoStar, Yardi, or ARGUS is an asset

Core Competencies

The ideal candidate will demonstrate:

• Strong analytical, quantitative, and problem-solving skills with exceptional attention to detail
• Excellent written and verbal communication skills; ability to present insights effectively
• Strong interpersonal skills with the ability to build collaborative internal and external relationships
• High level of organization with the ability to manage multiple priorities and meet deadlines
• Proactive, self-motivated, and adaptable, with a continuous improvement mindset
• A strong work ethic and eagerness to grow as a real estate professional
• Strategic thinking and the ability to make data-driven recommendations to senior leadership
• A collaborative team player who can also work independently and take initiative

Specialized Knowledge

• Proficiency in accounting principles and financial analysis
• Deep understanding of real estate fundamentals and underwriting methodologies
• Familiarity with investment metrics such as IRR, NPV, and NER
• Knowledge of real estate and mortgage investment structures and valuation techniques