Manager of Investments

Be among the first 25 applicants Building Sustainable Communities for Over 25 Years At TROIKA Construction Ltd., formerly CorWest Builders and part of TROIKA Developments, we’re not just about building structures – we’re about creating sustainable communities that stand the test of time. For over 25 years, we’ve been one of Kelowna’s most trusted construction companies, proudly earning our place as a Gold Seal Employer by continuously raising the bar in quality, craftsmanship and innovation. 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. What we offer to help you thrive: Competitive salary Comprehensive health and dental benefits RRSP matching Paid training and professional development Additional paid time off Performance bonus program At TROIKA, we’re building more than just communities – we’re building careers, innovation, and opportunities. If you’re passionate about construction, excited to grow with a team committed to safety, quality, and collaboration, and ready to help us build a legacy of excellence, we’d love to hear from you. Your future starts here. Let’s build something extraordinary together. We are currently seeking a Manager of Investments to join our Investments team 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. The ideal candidate brings a strong foundation in commercial real estate financial modelling, market analysis, and financing. This role bridges strategic vision and operational execution, supporting Troika’s continued growth across its multi‑family and mixed‑use developments. Key Responsibilities: Acquisitions & Financial Analysis: Develop & maintain detailed cashflow models for potential acquisitions using Argus and Excel during site selection and feasibility. Conduct scenario analyses, stress testing, and sensitivity modeling to support investment decisions. 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. Coordinate property inspections, third‑party reports, and legal documentation throughout the transaction process. Analyze historical and projected property operating performance to validate underwriting assumptions. Prepare investment memorandums and recommendations for senior leadership and the Investment Committee. Prepare and organize documentation required for internal approvals at all stages of the transaction cycle. Perform sensitivity analyses to evaluate investment risk and return under varying market conditions. Assist in identifying and screening prospective acquisitions and coordinate with the brokerage community to gather market intelligence. Assist in structuring and negotiating debt and equity financing across the company’s active projects. Support the Director, Investments and CFO in preparing requests for financing. Liaise with lenders, brokers, and equity partners to collect documentation, fulfill underwriting requests. Monitor interest reserves, covenants, and repayment schedules to ensure compliance. Contribute to the preparation of project‑level cash flow forecasts. Asset Management Reporting: Track and analyze project and asset‑level financial performance. Prepare monthly and quarterly performance dashboards for internal leadership and investors. 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 valuation exercises and refinancing analysis for stabilized assets. Recommend proactive strategies to improve returns and mitigate risks. Oversee third‑party leasing agents for commercial properties. Regularly update Investor Portal with the latest project information, reports, financial statements, or other regularly distributed materials. Market Research Conduct in‑depth research and analysis across multiple markets and asset classes to inform acquisition and development strategy. Gather, track, and maintain up‑to‑date market intelligence on new deals, opportunities, and comparable transactions. 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. Prepare concise market briefs and contribute to Investment Committee materials and presentations. Leverage third‑party research resources to inform scenario analysis and market fundamentals. Other: Ensure investment activities align with Troika’s corporate governance, Investment Committee procedures, and risk policies. Develop tools and templates to standardize underwriting, reporting, and data tracking. Support continuous improvement of internal workflows within the Investments Department. Mentor junior staff and provide training on analytical tools and modeling practices. Qualifications: Education & Experience: Bachelor’s degree in finance, Real Estate, Economics, or a related field (CFA, CPA, or master’s degree considered an asset). Minimum 3-5 years of relevant experience in real estate investments or asset management. Proven ability to manage multiple projects and stakeholders in a deadline‑driven environment. Experience with CMHC, construction, or term financing is an asset. Strong understanding of the real estate development lifecycle. Advanced financial modelling experience with a focus on real estate cash flow analysis, including Argus Enterprise experience. 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. 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 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. Entrepreneurial and Resourceful: Demonstrates strong business acumen, innovation, and the ability to navigate complex challenges with a proactive and solutions‑focused approach. 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. Technical Proficiency: Advanced proficiency in Microsoft Office products, including Excel, PowerPoint, and Word, Argus, Power BI, ensuring efficiency in documentation, analysis, and presentations. Compensation: $95,000 to $130,000 per annum. (the actual salary offered will be commensurate with education and experience). The total compensation package includes: Extended Health and Dental RRSP Matching Bonus of up to 10% of base salary, based on yearly KPI Performance. A focus on your development through tuition reimbursement, training, and mentorship programs. Seniority level: Mid‑Senior level Employment type: Full‑time Job function: Finance and Sales #J-18808-Ljbffr