Senior Investment Analyst (Irvine, CA.)

Beyond International is a fast-growing alternative investment platform managing private real estate credit and equity through Beyond Global Management, LLC (formerly Transcend Capital, LLC), an SEC Registered Investment Advisor.

Find out more about us by following us on our social media accounts: https://beyond-wm.com/social-media/

The Role:

We are looking for a high-caliber Senior Investment Analyst experienced in helping global investors realize their potential while improving his or her own capacities. The ideal candidate has a demonstrated career in real estate investment, experience with high-net-worth investors, and the ability to play a senior role in the full-lifecycle of alternative investment for our global clients.

The work location is in Irvine, CA.

What You’ll do:

The Senior Investment Analyst is responsible in coordinating with different departments to gather and analyze data, conduct extensive research and analysis to find ideal investment opportunities, study the performance of stocks and markets, prepare progress reports and presentations, and conduct risk assessments.

Essential duties and responsibilities:

• Research and identify investment opportunities along with the investment team
• Analyze the track record and performance of investment manager or sponsor and recommend the most suitable investment partners
• Structure private equity and debt to address commercial, legal, accounting, tax, and regulatory considerations for cross-border investors
• Negotiate commercial and legal agreements with investment partners
• Prepare, organize and maintain deal-related marketing materials and analyses
• Market investment opportunities to clients
• Work with marketing and sales teams to present investment opportunities to global clients
• Participate in deal underwriting, syndication approval, and closing processes
• Track post-investment progress and prepare analyses/updates

Who You are:

 To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor’s degree in business or related field, Master’s degree preferred
• Two to three years of prior work experience in real estate investment
• Strong quantitative, analytical, and problem-solving skills
• Strong knowledge of financial and credit analysis, valuation and primary research, performance analysis, and their application in investment decisions and transaction structuring
• Excellent communication (written & verbal) and interpersonal skills, preferably with exposure to family office or EB-5 investors and other high net worth individuals.
• Strong organizational skills with the ability to own and see projects to completion.
• Embrace the entrepreneurial journey, focus on what matters and build something meaningful while meeting tough deadlines.
• Solid work ethic, high level of self-motivation, and excellent attention to detail
• Advanced Excel (creating databases and related analyses) and PowerPoint skills
• Fluency in English and Mandarin Chinese a plus
• Excellent organizational, interpersonal and communication skills, able to cope with complex situations.
• Strong sense of teamwork, proactive, and confident.
• Self-motivated and constantly improving on soft skills to meet job requirements.
• Demonstrated commitment to excellence and social consciousness.

Employee Benefits and Perks:

 We offer a comprehensive benefits package:

• Opportunities for professional development and growth within an inclusive team environment.
• Medical, Dental, Vision, and Life coverage for employee and premium allowance/subsidy for employee’s eligible dependents
• PTO (vacation and sick)
• 401(k) with Enhanced Employer Safe Harbor match
• 10 paid holidays in a year.
• Professional membership reimbursement
• Cell phone/technology reimbursement

Note: Benefits can and may change any time at the management’s discretion and in compliance with applicable State and Federal laws.

Compensation:

The starting base pay range for this position is $80,000 -  $95,000 annually (DOE). 

Applicants must be currently authorized to work in the United States on a full-time basis and able to commute to Irvine, CA.

NOTE: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.

Beyond International is an equal opportunity employer in every aspect of employment, including but not limited to; selection, training, development and promotion of the most qualified candidates and employees without regard to their race, gender, color, religion, sexual orientation, national origin, age, physical or mental disability, citizenship status, veteran status, or any other characteristic prohibited by state or local law. Beyond International is committed to equal employment opportunity in all other privileges, terms and conditions of employment that may not be covered in this statement. Beyond International is an at-will employer.

Salary : $80,000 - $95,000