Investment Associate

About the Role

• An opportunity to join an entrepreneurial, institutionally backed investment platform where Associates play a meaningful role throughout the investment lifecycle.
• Offers significant exposure to senior leadership, sophisticated transactions, and a broad range of investment strategies.
• Emphasis is on investment analysis, underwriting, transaction execution, and developing the judgment necessary to evaluate and execute complex real estate investments.

Key Responsibilities

• Support financial underwriting, valuation, and investment analysis for potential acquisitions and development opportunities across multiple asset classes.
• Build and manage sophisticated financial models, including sensitivity analyses, scenario modeling, capital structures, and investment return projections.
• Evaluate prospective investments, identify key risks and opportunities, and develop actionable investment recommendations.
• Take ownership of significant components of the transaction process, including due diligence, third-party coordination, financing analysis, and closing execution.
• Prepare and present investment memoranda and recommendations to senior investment professionals and investment committees.
• Analyze business plans, market fundamentals, operating assumptions, and potential value-creation strategies.
• Work directly with brokers, lenders, operating partners, and other transaction counterparties.
• Evaluate joint venture structures, financing alternatives, and transaction-level economics.
• Collaborate with asset management teams on strategic initiatives, refinancings, repositionings, and dispositions.

Requirements & Tech Stack

• Financial modeling
• Underwriting
• Valuation
• Investment analysis
• Transaction execution
• Due diligence
• Capital structures
• Market fundamentals analysis
• Joint venture structures
• Financing analysis