Investment Analyst

Copaken Brooks, LLC is a full-service commercial real estate firm headquartered in Kansas City and serving the Midwest. The company’s full suite of services includes investment acquisition and sales, tenant representation and HQ relocations, property management, asset management, development, owner’s representation, and leasing (office, retail, medical, industrial, and underground). With nearly $800 million of assets in our existing portfolio, we are financially strong and have over 100 years of proven experience in playing a major role in where millions of people go to work, shop, and live. Job Summary As an Investment Analyst, you will play a critical role in supporting our commercial real estate investment platform, with a focus on new development projects from predevelopment through stabilization. This role also supports Family Investment Entities and Trusts, as well as investor reporting and communications. Primary responsibilities include conducting market research, evaluating sites, building financial models, underwriting new opportunities, coordinating due diligence efforts, and assisting with capital sourcing initiatives. The role is expected to proactively identify risks and opportunities, refine assumptions, and contribute well supported recommendations that inform investment decisions. In addition, the Investment Analyst will manage reporting for family investment entities, prepare monthly development and asset level reports, and support capital partners and investor communications. This position reports to the EVP of Finance and Asset Management and works closely with Development, Leasing and Brokerage, Property Management, and Executive Leadership. The role is based in our downtown Kansas City office. Key Duties & Responsibilities Financial Analysis
Utilize financial models, industry data, and comparable property analysis to determine accurate project feasibility
Provide sensitivity analysis and support on rents, cap rates, construction costs, interest rates, and absorption timelines
Coordinate project execution through consultants and review closing statements and loan documents and prepare loan abstracts, including covenant compliance, guarantee releases, etc.
Utilize Excel, Argus Enterprise, ProCalc, and other financial/analytical software Investment Entities and Family Trusts
Prepare investor capital stacks, investment valuation and other reports for internal and external stakeholders
Prepare quarterly investor reports and statements for Family Trusts, Individuals and Family Investment entities
Schedule quarterly meetings to present financial results with stakeholders Capital Markets & Investor Support
Track development budgets, schedules, and draw requests assisting in construction progress and variance reporting
Participate in strategic asset-level discussions including treasury and capital markets
Lead investor communications during construction, including quarterly reporting and construction progress Qualifications
Bachelor’s degree in finance, Economics, Real Estate, or equivalent experience in related field
CPA or CFA is preferred
3+ years of experience in commercial real estate financial analysis
Advanced proficiency with Excel and Argus required
Experience in Family Office reporting is preferred
Ability to manage multiple projects under strict deadlines
High attention to detail Key Skills & Attributes
Proactive, forward-looking thinker who independently identifies investment opportunities, risks, and value creation strategies.
Strong analytical and quantitative skills with the ability to translate complex financial data into clear, actionable insights.
Solution oriented problem solver who takes initiative to investigate issues, test assumptions, and develop well supported recommendations.
Self-driven with the ability to manage multiple analyses and deadlines simultaneously while maintaining exceptional accuracy and attention to detail.
Intellectual curiosity and disciplined judgment in evaluating markets, underwriting assumptions, and long-term investment performance.
Clear and concise communicator capable of distilling complex analyses into compelling written and verbal presentations.
Collaborative contributor who works effectively with cross functional teams while maintaining accountability for individual deliverables. Company Benefits
Medical, Dental, and Vision Insurance with multiple plan options.
Health Savings Account (HSA) and Flexible Spending Account (FSA) options.
Company-paid Life and AD&D Insurance and optional supplemental coverage.
Company-paid Short-Term and Long-Term Disability Insurance.
401(k) plan with immediate 100% vesting on employee contributions and a company match of 50% of the first 3% contributed; employer contributions vest 33% after one year, 66% after two years, and 100% after three years.
Employee Parking Provided in building garages at no cost.
Company-issued Laptop equipped with all required software, tools, and resources.
Free Fitness Center Access at The Skyline Collection Gym, including instructor-led classes and wellness programming.
Professional Development Support, including training resources and career growth opportunities.