Asset Management & Capital Markets Analyst

Company Description

Overland Group is a vertically integrated real estate development company and licensed general contractor headquartered in Lehi, Utah, with an additional office in Phoenix, Arizona. Our culture is defined by three core values: Grit, Team-Player, and Ownership. We put our people, partners, and investors first. These values shape how we operate, how we make decisions, and how we build long-term partnerships.

Our vision is to create and build exceptional real estate projects that elevate communities, enrich lives, and deliver lasting value. We pursue this vision by approaching every project with financial discipline, transparency, and a commitment to execution excellence.

Through integrated development and construction, we provide aligned execution from concept through completion—aligning objectives early, establishing a disciplined financial foundation, integrating the right teams, and executing through a structured process that protects project outcomes and capital performance. We primarily partner with growth-oriented real estate investors who provide capital for development projects and real estate developers seeking third-party construction services, executing $5M–$60M projects across multifamily, hospitality, retail, and self-storage.

Position Description

The Asset Management & Capital Markets Analyst supports two core functions at Overland Group: asset management and capital markets. This role is responsible for organizing, analyzing, and maintaining financial and operational information used to monitor asset performance, support financing transactions, and assist leadership in making informed capital and investment decisions. The position works closely with internal teams including Development and Accounting to ensure accurate and consistent financial information across projects and operating assets.

This position works directly with the President and supports the company’s Asset Management and Capital Markets functions. Because these functions currently operate with a very small team, the role provides broad exposure to real estate investment, development finance, lender and investor relationships, and operating asset performance. This is an entry-level opportunity for someone early in their career who is proactive, analytical, and eager to learn. The ideal candidate demonstrates grit, takes ownership of their responsibilities, and thrives in a small team environment where initiative, follow-through, and collaboration are essential.

Responsibilities

• Coordinate and fulfill lender closing checklists for debt financings, working across multiple internal departments to gather required diligence materials
• Organize financing materials and support the preparation of lender and equity partner diligence packages
• Track financing timelines, diligence requests, and closing milestones during capital transactions
• Prepare offering memorandums, investor presentations, and other investment marketing materials
• Create and manage investment offerings within the company’s investor portal
• Maintain contact with debt and equity capital partners and assist with follow-up communication as directed
• Track upcoming capital needs across development projects and operating assets to help ensure financing and funding requirements are anticipated in advance
• Review monthly property financial statements and analyze operating performance
• Review budget versus actual performance for operating properties and identify notable variances
• Update asset-level financial models based on operating results and new assumptions
• Perform financial analysis related to refinances, potential asset sales, and capital planning decisions
• Prepare property performance summaries used for investor reporting
• Coordinate with Accounting on investor distributions and capital contribution tracking
• Review loan agreements and monitor ongoing compliance with lender covenants
• Review insurance policies across the portfolio to ensure required coverage is maintained
• Maintain organized financial records and support ad hoc analysis related to portfolio performance and capital planning

Qualifications

• Demonstrates the company’s core values of grit, team-player, and ownership, including a willingness to take initiative, support team success, and take responsibility for delivering high-quality work.
• Strong analytical and quantitative problem-solving ability
• Proficiency in Microsoft Excel and comfort working with financial data and spreadsheets
• Strong attention to detail and ability to organize complex financial information
• Ability to manage multiple tasks and priorities simultaneously
• Strong written and verbal communication skills
• Demonstrates initiative and the ability to take ownership of responsibilities without constant direction
• Comfortable working in a small team environment with a high degree of responsibility and autonomy
• Exhibits grit and persistence when working through complex problems or deadlines
• Works effectively as a team player and collaborates well across departments
• Highly motivated to learn the real estate investment, development, and capital markets business
• Prior internship or up to one year of experience in real estate finance, banking, investment analysis or a related field a plus, but not required.

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Paid time off
• Vision insurance

Application Question(s):

• Do you feel that you embody Overland's core values of Grit, Team-Player, and Ownership?
• Do you have a bachelor’s degree in finance, real estate, economics, accounting, business, or a related field?
• Are you comfortable managing multiple tasks and deadlines simultaneously?
• Are you comfortable working in a small team environment with a high degree of responsibility and limited day-to-day supervision?
• Are you comfortable reviewing and interpreting basic financial statements such as income statements, balance sheets, and cash flow statements?
• Are you comfortable using Microsoft Excel for financial analysis or data analysis?

Education:

• Bachelor's (Required)

Ability to Commute:

• Lehi, UT 84043 (Required)

Work Location: In person