Job Description
Overview Job Description
The Investment Ops Analyst (“Employee”) will be responsible for transaction administration, investment research & analysis, and executive support for Four Mile Capital (“FMC”), for FMC’s sister company, Kalos Residential, (“Kalos” and, collectively with FMC, “Companies”) and as needed for each property owned by FMC (each, including related entities, a “Portfolio Property” and collectively, “Portfolio Properties”). You will be an extension of the President & CIO/acquisition team, supporting them in many facets of their work: from transaction administration and deep-dive research to underwriting analysis and keeping calendars and meetings running like clockwork.
We are willing to train the right candidate in transaction administration, but you must bring strong analytical thinking, organizational excellence, and tech-savviness—ideally with experience using AI tools to make work faster, easier, and more accurate.
You’ll report to Ryan Atkin, President & CIO of the Companies (“Supervisor”).
About You—Job Requirements
Analytical Mindset
- You enjoy spotting patterns, asking the right questions, and connecting the dots between data points. Even if you haven’t performed real estate–specific analyses before, you’re intellectually curious and confident in your ability to learn new methods and tools quickly, and you take pride in producing clear, accurate results that decision-makers can trust.
Experience with or strong interest in AI
- You’ve used (or can quickly learn) tools like Otter.ai, ChatGPT, Red IQ, Perplexity, Tableau AI, or Zapier with AI to speed up research, analysis, and workflow automation. You see AI as a force multiplier that makes your work faster and sharper.
Professional demeanor.
- You have strong self-confidence and are comfortable communicating in a professional tone with high-level business contacts. These skills are so well honed that you would even impress the President of the United States.
- That said, while you must take your work seriously, you must not take yourself too seriously. We like to have fun at work.
Highly communicative/excellent listener.
- You believe that many issues and challenges do not even arise if you communicate well.
- You understand the value of listening and love collecting more information than just the words that are being said.
High attention to detail.
- You love details and take pride in mastering them.
Very highly organized and a self-starter.
- You will have to keep yourself and Supervisor organized and take initiative where needed to accomplish this task.
Life-long learner.
- You will need to get to know the real estate private equity industry inside and out. This is a field that is always evolving and changing, so you will never stop learning.
Thinking ahead.
- You enjoy thinking one step ahead for the people you work with, solving needs before they even arise in their minds.
Problem solver.
- You have a proven skill of evaluating how to best solve a given (expected or unexpected) challenge. You believe that a problem is just a puzzle without all the pieces in place yet.
Technology is fun.
- You like implementing new technologies, are able to make them perform to assist in your workflow and enjoy teaching others how to use them.
Key considerations.
- In-office presence required Monday-Thursday; optional work from home on Fridays, but willingness to be in-office Monday-Friday as requested by Companies’ leadership
- 45-hour work week should be expected, flexing up as workload requires
Bachelor’s degree required.
Overview of Job Responsibilities—What You Will Be Doing
Transaction Administration, Analysis & Research (estimated 80% of your workload)
- Assist the President/CIO and acquisitions team with administrative functions relating to new Portfolio Property due diligence, closings, post-closing duties and transaction management.
- Assist the President/CIO and acquisitions team with administrative functions relating to selling and disposition of properties.
- Assist in organizing, filling, compiling, and obtaining signatures on various forms required by lender, insurance carriers, and other parties related to new Portfolio Property acquisitions.
- Assist with Portfolio Property acquisitions and dispositions by preparing signature packages, notarizing as needed and ensuring delivery to lenders, title companies, attorneys and counterparties.
- Initiate and oversee entity formation and acquisition of EIN’s for new Portfolio Property entities as directed by the President/CIO and acquisitions team.
- Help track, update and manage due diligence activities and reports, closing checklists and schedules relating to new Portfolio Property acquisitions, dispositions and closings.
- Assist President/CIO and acquisitions team by requesting proposals from, contracting with, scheduling and otherwise managing 3rd party due diligence consultants, as directed.
- For new Portfolio Property acquisitions, ensure seller delivers all due diligence materials required by the purchase and sale agreement (“PSA”) on the timeline required by the PSA.
- For Portfolio Property dispositions, ensure FMC delivers all due diligence materials required by the purchase and sale agreement (“PSA”) on the timeline required by the PSA.
- Assist with preparation of Offering Memorandums upon execution of Letter of Intent (includes drafting of qualitative merits of the transaction, creating maps and overall design/layout for presentation for prospective investors.)
- Conduct market and property research for underwriting, including:
- Run comparable property rental, income, and characteristics analyses to support underwriting decisions.
- Run sales comparison analyses to assess market value against similar assets.
- Perform rent roll analysis using Red IQ to identify revenue opportunities and risks.
- Pull demographic and crime statistics for underwriting, using AI-assisted research to identify market trends
- Research operating histories within the Four Mile portfolio to spot performance patterns.
- Analyze in-migration trends for target markets to forecast housing demand.
- Assess construction supply pipelines to evaluate competitive pressures and future absorption rates.
- Research and maintain a database of auction companies selling multifamily properties.
- Complete other research and transaction projects as assigned by the President/CIO.
13. Other transaction administration duties as assigned.
Other Administrative responsibilities (estimated 20% of your workload)
- Calendar/Meeting Management
- Ensure all meetings are set up for success - including having accurate locations, contact details, links, codes, and an overview of who Supervisor is meeting, including key details about the attendees of the meeting
- Track action items committed to in meetings
- Create follow-up emails based on information provided by the meeting owner
- Record information collected from the meeting owner in a contact database
- Book travel and accommodations for Supervisor
2. Management of Deal Flow Database
- Enter new contact information into CRM
- Update existing contact information
- Help identify new sources of deal flow, assist in making introductions, and help acquisition team manage frequency of contacts
- Manage LinkedIn connections, when appropriate
- Maintain contact database organization
3. Marketing Materials
- Assist acquisition team with the creation and updating any marketing materials used for deal sourcing
Any other responsibilities that might arise while performing this job
AI Integration
We are actively incorporating AI-powered solutions into our workflows for research, underwriting, scheduling, and communication.
We value candidates who:
- Have experience using AI tools to automate research, analyze data, and manage information flow.
- Can help implement AI in a company that doesn’t yet use it for all workflows.
- Are eager to learn and experiment with new AI platforms.
Opportunities for Growth
This role comes with opportunities for growth. At the outset, the Employee will complete the tasks outlined in the Job Description. With more responsibility and demonstrated ability will come greater compensation, as well as potential promotion to Transaction Manager and Analyst. Our ideal candidate will be one that is a good fit today but can also grow with our firm into a bigger and more complex role.
Salary Range : $70,000 - $90,000 base salary depending on experience plus annual bonus eligibility.
Benefits : Strong benefits package including company-paid health insurance, unlimited PTO, 401k match and more.
Job Tags
Work at office, Work from home, Flexible hours, Monday to Friday,