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Analyst, Investments

Analyst, Investments

Location: Dallas, TX

Berkeley Partners is a vertically integrated real estate investment platform focused on acquiring and operating industrial properties across high-growth U.S. markets. The firm partners with institutional investors to execute a disciplined, value-oriented investment strategy across both equity and credit opportunities, including direct lending.

Role Description

Berkeley Partners is seeking a highly motivated Analyst, Investments to join its Investments team. This role will be integral to the evaluation and execution of a broad range of investment opportunities, including acquisitions, joint ventures, and credit investments.

The Analyst will work closely with senior investment professionals and will be expected to demonstrate strong financial acumen, intellectual rigor, and ownership of work product. The ideal candidate thrives in a high-performance, entrepreneurial environment and is eager to take on meaningful responsibility early in their career.

Key Responsibilities 

Investment Underwriting & Analysis

  • Underwrite and evaluate prospective investments across equity and credit strategies, including financial modeling, return analysis, and sensitivities
  • Perform valuation analyses (DCF, comps, cap rates, loan structuring)
  • Analyze asset- and portfolio-level performance, providing ongoing insights to the Investments team

Market Research & Deal Sourcing

  • Conduct market and submarket research to inform strategy and identify trends
  • Support sourcing, screening, and tracking of investment opportunities
  • Maintain relationships with brokers, owners, developers, and lenders to enhance deal flow

Due Diligence & Execution

  • Execute due diligence, including lease analysis, collateral evaluation, and competitive positioning
  • Coordinate third-party consultants and diligence workflows

Investment Communication & Team Collaboration

  • Prepare investment committee materials and support presentation of recommendations
  • Assist with investor reporting and communications
  • Contribute to internal discussions, articulating assumptions, risks, and key value drivers

Click here to see the full job description and application form

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