Investment Analyst
Pacifichospitality Open · verified Oct 22, 2026 At a glance
Mid-level Investment & Corporate Development role at Pacifichospitality. Pacific Hospitality Group – Irvine, CA · full-time · $80,000–$85,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Help arrange portfolio loans and refinances by contacting lenders, analyzing deals, and preparing financing materials
- Build financial models for acquisitions, refinancing, development projects, and portfolio reviews
- Prepare investment memorandums, equity presentations, and investor updates, then keep reporting schedules current
- Review asset results, loan covenant compliance, and lender reporting needs to support portfolio decisions
- Coordinate due diligence with legal, accounting, and outside consultants, and research capital markets for financing plans
What you bring
- You have two to four years in finance, real estate, asset management, private equity, or a related area
- A bachelor’s degree in finance, real estate, accounting, or a related field is required
- You bring strong financial modeling skills and advanced ability with Excel and PowerPoint
- You understand financial statements and hotel operating measures
Who this fits
This mid-level analyst role suits someone ready to support financing, asset oversight, and investor communications while working with accounting, operations, and legal teams. You’ll need to manage overlapping deadlines and communicate with lenders, investors, and internal partners.
From the employer
Pacific Hospitality Group provides a unique value proposition to investors and team members through our owner/operator approach. We are a family focused company committed to long term holds that enable us to grow our business and our team members. Our vision is to enrich people’s lives by offering memorable experiences, giving back to our communities and honoring God in all that we do. We are focused on long-term value creation and sustainable growth.
Our Guiding Principles:
Integrity, Compliance, Value Creation, Principled Entrepreneurship, Customer Focus, Knowledge, Change, Humility, Respect, & Fulfillment
The salary range for this opportunity is $80,000 to $85,000.
The Investment Analyst will play a key role in supporting Pacific Hospitality Group’s investor relations, asset management, and financing initiatives. As part of the Capital Markets & Investments team, this position will work cross-functionally with Accounting, Operations, and Legal to support asset oversight, refinances, lender and investor reporting, and new investment underwriting.
This role is designed for a high-performing analyst seeking meaningful exposure to capital structuring, asset-level strategy, and investor engagement within a vertically integrated owner/operator platform.
What You Will Accomplish
- Support execution of debt originations and refinances across the portfolio, including lender outreach, underwriting analysis, and financing presentations
- Assist in preparing investment memorandums, equity decks, and investor reporting packages
- Contribute to asset-level performance analysis and strategic decision-making
- Maintain and enhance investor reporting schedules and performance summaries
- Build and refine financial models for acquisitions, refinances, developments, and portfolio analysis
- Coordinate due diligence efforts with legal, accounting, and third-party consultants
- Support quarterly and ad hoc investor communications
- Monitor compliance with loan covenants and lender reporting requirements
- Conduct market and capital markets research to inform financing strategy
- Take initiative in solving complex problems by independently researching, analyzing, and presenting thoughtful solutions
What You Will Bring
- 2–4 years of experience in finance, real estate, asset management, private equity, or related field
- Strong financial modeling and analytical capabilities
- Advanced proficiency in Excel and PowerPoint
- Strong understanding of financial statements and hotel-level operating metrics
- Bachelor’s degree in finance, Real Estate, Accounting, or related field
- Ability to communicate effectively with lenders, investors, and internal stakeholders
- Detail-oriented with strong organizational and project management skills
- Highly organized with strong attention to detail and the ability to manage multiple concurrent deadlines
- High level of intellectual curiosity and ownership mindset, with a demonstrated ability to independently research issues, connect dots, and propose actionable solutions
Great If you have
- Hospitality or hotel asset management experience
- Exposure to debt placement or refinancing processes
- Experience preparing investor reporting packages
- Knowledge of loan documents, term sheets, and covenant structures
- Experience leveraging AI tools to improve workflow efficiency, including building or utilizing Custom GPTs, automating reporting processes, or streamlining financial analysis tasks
- Demonstrated curiosity around emerging technologies and process optimization
We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity, or expression, or any other characteristic protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.