Manager of Investments

Description

• Conduct scenario analyses, stress testing, and sensitivity modeling to support investment decisions.
• Track and analyze project and asset-level financial performance.
• Prepare monthly and quarterly performance dashboards for internal leadership and investors.
• Oversee third party leasing agents for commercial properties.
• Liaise with lenders, brokers, and equity partners to collect documentation, fulfill underwriting requests
• Recommend proactive strategies to improve returns and mitigate risks.
• Prepare investment memorandums and recommendations for senior leadership and the Investment Committee.
• Conduct in-depth research and analysis across multiple markets and asset classes to inform acquisition and development strategy.
• Coordinate with internal departments (property & asset management, leasing, operations, development, construction, sales, finance, legal, etc.) to obtain accurate and current data for underwriting and decision-making.
• Monitor interest reserves, covenants, and repayment schedules to ensure compliance
• Gather, track, and maintain up-to-date market intelligence on new deals, opportunities, and comparable transactions.
• Ensure investment activities align with Troika’s corporate governance, Investment Committee procedures, and risk policies.
• Contribute to the preparation project-level cash flow forecasts.
• Develop & maintain detailed cashflow models for potential acquisitions using Argus and Excel during site selection and feasibility.
• Support valuation exercises and refinancing analysis for stabilized assets.
• Prepare concise market briefs and contribute to Investment Committee materials and presentations.
• Assist in identifying and screening prospective acquisitions and coordinate with the brokerage community to gather market intelligence.
• Perform sensitivity analyses to evaluate investment risk and return under varying market conditions.
• Review rent rolls, budgets, and leasing data to identify revenue and expense optimization opportunities; collaborate with Property Management and Leasing teams to prepare the annual budgets and strategies
• Support all phases of the due diligence process, including reviewing reports, financial statements, and legal documentation. Analyze lease agreements, tenant financials, and operating expenses to assess asset-level performance and risk.
• Mentor junior staff and provide training on analytical tools and modeling practices.
• Support continuous improvement of internal workflows within the Investments Department.
• Team Builder and Talent Developer: Builds and inspires high-performing teams by fostering trust, empowering individuals, promoting collaboration, and nurturing talent to achieve organizational success.
• Support the Director, Investments and CFO in preparing requests for financing
• Prepare and organize documentation required for internal approvals at all stages of the transaction cycle.
• Assist in structuring and negotiating debt and equity financing across the company’s active projects.
• Regularly update Investor Portal with the latest project information, reports, financial statements, or other regularly distributed materials.
• Coordinate property inspections, third-party reports, and legal documentation throughout the transaction process.
• Analyze historical and projected property operating performance to validate underwriting assumptions.
• Leverage third-party research resources to inform scenario analysis and market fundamentals.
• Develop tools and templates to standardize underwriting, reporting, and data tracking.

Requirements

Troika Developments is seeking a detail-oriented and analytically strong Manager, Investments to support the execution and performance of the company’s project portfolio. Based in Kelowna, BC, this position reports to the Director, Investments and plays a key role in acquisitions, financing, investor relations, and asset management, where they are responsible for monitoring and maximizing the performance of income-producing and development assets.

RRSP matching

• Bachelor’s degree in finance, Real Estate, Economics, or a related field (CFA, CPA, or master’s degree considered an asset).
• Advanced financial modelling experience with a focus on real estate cash flow analysis, including Argus Enterprise experience.
• Strong Leadership Skills: Proven experience leading teams composed of professionals with varied roles and skill sets. Capable of driving performance and aligning team efforts with organizational goals.
• Minimum 3-5 years of relevant experience in real estate investments or asset management.
• Entrepreneurial and Resourceful: Demonstrates strong business acumen, innovation, and the ability to navigate complex challenges with a proactive and solutions-focused approach.
• RRSP Matching
• Results-Oriented and Financially Astute: Brings a strong work ethic and a comprehensive understanding of real estate development and finance, including design, feasibility analysis, approvals, and construction processes. Demonstrates strong financial acumen in budgeting, cost/benefit analysis, and change management. Offers advanced analytical and quantitative capabilities with a high level of attention to detail.
• Proven ability to manage multiple projects and stakeholders in a deadline-driven environment.
• Skilled Communicator: Excellent communication and presentation abilities, including report writing and Investment Committee materials. Effectively engages with diverse audiences, actively listens to ideas, and facilitates collaborative problem-solving. Displays natural curiosity and a drive to uncover the best solutions, using insightful questions to challenge assumptions, explore perspectives, and propel projects forward. Excels in motivating, compelling, and influencing team members while fostering a culture of accountability.
• Strong understanding of the real estate development lifecycle
• Experience with CMHC, construction, or term financing is an asset.
• Technical Proficiency: Advanced proficiency in Microsoft Office products, including Excel, PowerPoint, and Word, Argus, Power BI, ensuring efficiency in documentation, analysis, and presentations.

Benefits

Paid training and professional development

Competitive salary

Additional paid time off

Performance bonus program

At TROIKA, you will find more than a job – you’ll find a place to thrive. We celebrate your passion for excellence, support your growth, and create a culture where teamwork drives success. From residential multi- and single-family developments to commercial buildings, renovations, and tenant improvements, customer service, every project is an opportunity to make an impact and leave your mark.

Comprehensive health and dental benefits

• $ 95,000 to $130,000 per annum. (the actual salary offered will be commensurate with education and experience).
• A focus on your development through tuition reimbursement, training, and mentorship programs.
• Extended Health and Dental
• Bonus of up to 10% of base salary, based on yearly KPI Performance.
• 3 Weeks’ Vacation
• The total compensation package includes:

Training + Development

Interview process

Visa Sponsorship

Security clearance