At Bluerock, we are always looking for talented individuals to join our team. Our successful business model relies on qualified candidates with diverse backgrounds, expertise, leadership and integrity. Bluerock employees enjoy competitive salaries and excellent benefits as well as an engaging and challenging work environment.


Due Diligence and Investment Analyst

Bluerock Real Estate is a national real estate investment, development and asset management company providing both public and private institutional-quality investment products for individual investors.
Bluerock’s continued growth has created the opportunity for an additional Due Diligence and Investment Analyst in our downtown Boise, Idaho office.

Our newest team member will have a minimum of 3+ years financial analysis / investment back office experience having worked for a high-volume financial advisor, independent broker-dealer, investment wirehouse, investment manager/advisor and/or professional real estate company. The position interacts with multiple departments including: accounting, compliance, due diligence, executive management and capital markets teams.

Basic Qualifications:

  • Bachelor’s degree in: accounting, business, economics, finance, or real estate;
  • 3+ years prior proven experience in financial / investment industries;
  • Exceptional financial analytical skills with an understanding of discounted cash flow analysis, financial modeling, forecasting techniques and variance analysis and quantitative analytics;
  • Understanding and use of commercial real estate financial statements, operating reports/budgets, terminology and applications is a plus;
  • Mastery of Excel and an ability to create in-depth financial analyses via modeling;
  • Proficient in applicable software applications including Morningstar and Zephyr preferred;
  • Solid understanding of domestic financial markets; and
  • Highly developed written and oral communication skills;

Responsibilities:

  • Responding to investment advisor and broker dealer due diligence questionnaires (DDQ and RFP) related to current and prior investment programs;
  • Maintain all due diligence records, files, and requests across all investment products;
  • Assist in capital budgets and sales reporting;
  • Performing comparative investment analysis on multiple investment alternatives to assess differences in risks, markets, investment return potential, fees, etc;
  • Prepare analytical reports for institutional and retail clients, which involves analyzing investment portfolio holdings and generating quarterly investment performance using Morningstar;
  • Assist in preparing marketing / pre-marketing materials and offering memorandum / prospectus for investment programs intended for investor use;
  • Develop presentation materials and proposals to assist Financial Advisors and prospects as part of the overall marketing initiative;
  • Preparing quarterly reports on current and existing investment programs incorporating relevant market and financial information for investor use;
  • Perform in-depth industry and general real estate market research and analysis;
  • Assisting Real Estate Operations Department in ad hoc Company projects for investor use;
  • Assist in the design and creation of educational materials and modules centered around relevant commercial real estate developments and investing in commercial real estate;
  • Maintains a high level of compliance awareness and knowledge to effectively support EDD and other related areas of responsibility;
  • Compose and produce work in a fast-paced environment where speed and accuracy are required; and
  • Responsibility, accuracy and accountability on every project.

If you are interested in applying for this position, please tell us why in your cover letter and email this along with your resume in PDF or Word format. Please reference the job title in the subject line of your email.

Location: Boise, Idaho

Compensation: Starting salary range of $60K per annum BOE, annual bonus potential and comprehensive health benefits.

Principals only. Recruiters, please don’t contact this job poster.
Please no phone calls. Calls will not be taken or returned.
Please do not contact job poster about other services, products or commercial interests.


Internal Wholesaler, 7 & 63 licenses required

Bluerock Capital Markets, LLC serves as the managing broker dealer for Bluerock Real Estate, LLC and is a member of FINRA/SIPC. BRCM seeks to provide educational information related to real estate investment opportunities for financial advisors and their clients. BRCM distributes a broad range of public and private real estate and real estate-related investment products exclusively through independent broker dealers and registered investment professionals. For more information, please visit www.bluerockre.com.

Bluerock’s continued growth has created the opportunity for additional Internal Wholesalers in our New York, New York office. Our ideal team member will have 2-4 years of financial services product distribution, preferably in the independent broker dealer channel, wire houses, regionals, bank and/or registered investment advisor channels.

Specific Responsibilities:

  • Identify and cultivate new business opportunities through calling efforts, mail/email campaigns, and referrals;
  • Deliver effective call/email/mail campaigns to drive attendance to various meetings, firm events and increase sales;
  • Deliver sales presentations to key advisors primarily via phone and web presentations;
  • Work in conjunction with the External Wholesaler to develop specific sales strategy to increase sales, improve penetration, and enhance client service;
  • Schedule meetings for External Wholesaler(s) with key prospects and producers;
  • Build and maintain the territory calendar, rotation and ranking of Financial Advisors through web-based CRM;
  • Document and maintain all daily activities, such as calls, emails, follow up activity and any useful information as it pertains to Financial Advisors in web-based CRM;
  • Develop exceptional Bluerock product knowledge with strong positioning strategies;
  • Adhere to all compliance guidelines including use of pre-approved marketing materials, prospectus requirements and proper licensing; and
  • Travel within the territory and present product when appropriate.

Requirements:

  • Bachelor’s degree and 2-4 years related experience with a financial services company, preferably specializing in real estate and/or alternative investment products;
  • Series 7 & 63 licensed required, or the ability to obtain within the first 60 days;
  • Demonstrated sales skills, ability to articulate, flexible, polished and comfortable in a fast-paced environment;
  • Excellent verbal and written communication skills;
  • Effective sales/persuasion, conflict management, and interpersonal skills;
  • Must be detail-oriented, well-organized self-starter with high energy, creativity and a drive to succeed;
  • Proficiency with web-based CRM, Microsoft Office, and Outlook; and
  • Strong character references and a clean compliance record.

Bluerock Capital Market, LLC is an Equal Opportunity Employer.

If you are interested in applying for this position, please tell us why in your cover letter and email this along with your resume in PDF or Word format to careers@bluerockre.com. Please reference the job title in the subject line of your email.

Location: New York, New York

Principals only. Recruiters, please don’t contact this job poster.
Please, no phone calls about this job.
Please do not contact job poster about other services, products or commercial interests.