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Job Details

Accountant/Investment Analyst

Company name
KDB Management, Inc.

Sun Lakes, AZ

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Offering a top compensation package; initial salary negotiable based on experience and qualifications; bonus based on performance


Flexible Schedules, Medical, Dental, Vision, Life, 401(k), Holidays, and PTO


KDB Management, Inc. is a family office with a diverse asset portfolio, including real estate, oil and gas, biotech, and equities. KDB Management is searching for opportunities to optimize its existing holdings and grow within real estate and other sectors.

----------We are looking for an energetic individual with strong analytical skills to join our team. This is an exciting opportunity to learn about diverse investments while working directly with the Owner. The Investment Analyst will perform key functions within the finance group and will have broad general exposure to accounting and finance segments and functions. The Investment Analyst will conduct a wide variety of analysis and financial studies.

----------The Investment Analyst will primarily work in a self-directed environment and will be required to adapt to changing business needs and priorities. The ideal candidate will have a strong financial and business acumen and have some experience in the public or private sector of accounting.

Key Responsibilities:

Assist in the screening and underwriting of potential acquisitions for the company and the evaluation of outside financial data along with providing updates to cash flow models for potential acquisitions.

Conduct research on investment specific topics such as governmental programs, technology, transportation and intellectual property filings.

Oversee and coordinate the due diligence process for proposed acquisitions. Facilitate the collection of needed diligence information and the organization of these materials.

Manage relationships with external resources such as consultants, engineers and attorneys.

Gather and evaluate economic, demographic, and real estate market data generating reports on a regular basis for acquisition, development, and management activities.

Assist in market study review and prepare recommendation prior to acquisition.

Stay abreast of industry trends, particularly how it relates to capital markets. Work with owner and key management colleagues to prepare and update initial year budget projections and multi-year business plans.

Identify trends, advise company, and recommend actions based on sound analysis.

Drive process improvement and policy development initiatives that impact the function.


Bachelor’s degree required

2+ years of experience in finance, real estate, accounting, and/or auditing

Highly organized and detail oriented with problem solving abilities

Ability to data mine, analyze data, and present in a meaningful way

A strong individual contributor who is able to work independently and in a group setting

Ability to work with aggressive timelines and effectively prioritize a dynamic work flow

Job Type: Full-time

Required education:


Job Type: Full-time

Required education:


Required experience:

Accounting: 2 years

Auditing: 1 year

Financial Analysis: 2 years

Real Estate: 1 year

Company info

KDB Management, Inc.

Company Profile

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