Investment Analyst Jobs

Wellings Capital is a real estate private equity firm dedicated to helping investors protect and grow their wealth through commercial real estate. Our vision is to provide multi-generational financial security to our investors and become the premier provider of alternative passive investing opportunities for accredited investors. We're hiring an investment analyst to join our team as we scale from $110 million in equity under management to $200 million and beyond.
The mission for this role is to increase Wellings Capital's operator underwriting capacity, assist the Director of Investments with the due diligence process, and ensure company capital is wisely deployed over the long-term.
The Investment Analyst will play a critical role in driving investment underwriting and closing of new operators, investments, and joint ventures.
Job Type
This is a full-time, salaried position and it can be remote. Some travel may be required to visit properties and/or operators. The compensation will be structured as a base salary, a discretionary annual bonus, and carried interest in the Wellings Real Estate Income Fund, a $100 million fund.
Responsibilities
First 90 days

• Increase underwriting capacity to at least 5 pre-screened operators/deals per month
• Learn the Wellings Capital operator due diligence process
• Gain a strong understanding of Wellings Capital’s existing portfolio, funds, and operators

Ongoing

• Manage operator/deal pipeline workstreams from initial screening to closing using Asana and Dropbox
• Make investment recommendations. Identify potential strategic commercial real estate investment trends and opportunities. Recommend target asset classes, deal profiles/characteristics/risk profiles/geographies
• Prepare the 2-5 page investment committee memo at least 24 hours before each investment committee meeting.
• Write an excellent due diligence report based on the Wellings process for every new operator added
• Refine investment due diligence processes. Constant and never-ending improvement with an eye towards future growth and scalability. Seek to get faster, more precise, less redundancy, etc. for repeatable activities. Solicit feedback from other groups for best practices
• Help monitor existing investments and support the IR and finance team as needed
• Ensure due diligence stays on track with deadlines, which may include scheduling meetings and emailing operators with requests
• Create role-specific process maps and use Trainual to track everything related to this role
• Coordinate and systematize ongoing due diligence on operators we are invested with and plan to keep investing with

Requirements

• Superb communication skills, both written and verbal to work closely with entire investment team, including direct interactions with Wellings Capital Partners
• Well-organized and detail-oriented
• Have enthusiasm and belief in our mission, vision, and values
• Ability to thrive in an ambiguous, fast-paced, and flexible environment with a high degree of autonomy
• 2+ years of experience in real estate, private equity, consulting, and/or investment banking
• Technologically savvy and not intimidated by learning new technology

Benefits

• Three weeks (15 days) paid vacation
• Yearly vacation bonus for taking five consecutive days of vacation, fully unplugged from work
• 10 paid, flexible holidays
• Equipment allowance
• 401(k) and 401(k) matching
• Individual learning & development budget

How to Apply
To get started, complete this application including answers to the questions on the next page.
For candidates we’re interested in, we’ll hold a series of conversations with the Partners that could include a phone screen and a more formal interview.
Wellings Capital is an equal opportunity employer. We value diversity in all of its forms, and we hire the best person we can for each role, no matter your personal background. If you think you meet more than 50% of our requirements but fewer than 100% of them, please apply. We’re imperfect communicators, so think of our job postings as the starting point for discussion rather than proof that you shouldn’t apply.