About the Role
The Analyst, Investments is a high-visibility junior investment role supporting institutional-scale underwriting, portfolio analytics, and strategic forecasting for one of the largest vertically integrated single-family rental platforms in the United States. This role directly supports decisions involving significant capital with senior management, executive leadership, institutional partners, and shareholders as the primary audience.
Responsibilities
- Build, maintain, and stress-test financial models, conduct in-depth research, and perform underwriting and analysis for acquisitions, fund models, and corporate growth initiatives.
- Conduct investment management, portfolio analytics, and strategic forecasting across the single-family rental portfolio.
- Support fund-level strategic analysis, including capital structure, fund performance, capital allocation, and investor reporting considerations.
- Analyze and respond to institutional investor queries.
- Support screening, underwriting, and execution of strategic portfolio acquisitions and build-to-rent communities.
- Track and interpret market, economic, demographic, operating, and capital markets data relevant to the SFR sector, translating findings into actionable insights.
- Prepare and deliver investment materials, analyses, and presentations for portfolio reviews, internal governance, and investment committee processes.
- Assist with due diligence and institutional partner coordination.
- Gather, validate, and reconcile data across internal systems and third-party providers.
- Manage multiple competing deliverables simultaneously, protecting quality across all workflows.
- Coordinate with internal teams to foster relationships and contribute to ongoing corporate growth initiatives.
- Operate with flexibility and adaptability in a highly dynamic environment where priorities shift with live deal flow.
Requirements
- Strong analytical and quantitative skills with exceptional attention to detail.
- Ability to ask probing questions and challenge the status quo.
- Maintains accuracy, judgment, and professionalism in high-stakes, time-sensitive situations.
- Demonstrated ability to manage multiple concurrent workstreams and competing deadlines without letting detail slip.
- Ability to re-sequence quickly when priorities change.
- Strong sense of ownership and flexibility.
- Willingness to accommodate periods of elevated workload and time-sensitive deadlines.
- Strong written and oral communication skills, with the ability to synthesize complex analysis into clear, decision-oriented insights for senior stakeholders.
- Collaborative, with a positive attitude toward teamwork and problem-solving across a lean, fast-moving team.
- Strong problem-solving abilities, open to creative and unconventional thinking.
- Growing command of financial modeling, finance, accounting, and investment concepts.
- Advanced Microsoft Excel skills.
- Strong PowerPoint and Word capabilities.
- Intellectual curiosity, sound judgment, and a willingness to take on increasing responsibility.
Skills
- Financial modeling
- Underwriting
- Portfolio analytics
- Strategic forecasting
- Investment management
- Market research
- Data analysis
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
Location
- San Francisco
Work Type
- Full-time
- Onsite (at least 4 days per week)
Experience Level
- 0-3 years
Education Level
- Bachelor’s degree (preferably in business, economics, finance, or a related field) with exemplary academic performance.
Salary/Compensations
- $94,640.00 - $157,730.00
About the Company
- Tricon is an owner, operator and developer of single-family rental homes in the U.S. and multi-family apartments in Canada.
- Our commitment to enriching the lives of our employees, residents and local communities underpins Tricon’s culture and business philosophy.
- We provide high-quality rental housing options for families across the United States and Canada through our technology-enabled operating platform and dedicated on-the-ground operating teams.
- Our development programs are also delivering thousands of new rental homes and apartments as part of our commitment to help solve the housing supply shortage.
Equal Opportunity
- At Tricon, we are committed to creating a workplace where every individual is valued for their unique contributions, experiences, voices, and backgrounds. By embracing these principles, we aim to positively impact our business and the communities we serve, creating a lasting legacy where everyone can thrive.
