Investment Associate
Propel Recruitment LLC
This job at a glance
- Who can apply
- New grads and up to 2 years · Bachelor's degree
- Must know
- RecruitingFinancial modelingOperationsExcel
- Nice to have
- Valuation
- Work
- On-site in San Mateo County
- Pay
- Not stated by the employer.
- Skill demand
- Excel74%Operations44%Financial modeling21%Recruiting18%of 119 similar entry-level jobs posted in the US this week
- Listed
- Oct 27, 2026 · still open
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About the Role
Propel Recruitment LLC is partnering with a highly active real estate investment firm to identify an Investment Associate for its peninsula-based team. This role offers the opportunity to work across the full investment lifecycle, including acquisitions, asset management, portfolio analysis, financing, and strategic investment decisions. The Associate will evaluate new opportunities as well as existing assets, analyzing financial and market data to inform decisions regarding buying, selling, holding, financing, or repositioning investments. This is a hands-on role requiring research into assumptions, understanding key drivers, identifying risks and opportunities, and developing a point of view.
Key Responsibilities
- Analyze prospective acquisitions and new investment opportunities
- Evaluate existing assets, portfolio performance, and strategic alternatives
- Prepare buy/sell, hold, and other investment analyses
- Analyze debt, financing alternatives, and their impact on investment performance
- Build and maintain detailed financial models
- Research market rents, comparable properties, and key underwriting assumptions
- Evaluate property and market data to identify risks, opportunities, and trends
- Support due diligence and transaction analysis
- Prepare investment analyses and presentations for senior leadership
- Assist with executive and board-level materials
- Partner across asset management, operations, and other areas of the organization
- Visit properties as appropriate to support investment and asset-level analysis
Requirements & Tech Stack
- Strong financial modeling and analytical skills
- Advanced Excel proficiency
- Argus experience is a plus
- Ability to independently research, analyze, and draw conclusions from financial and market information
- Strong understanding of real estate valuation and investment fundamentals
- Excellent written and verbal communication skills
- Ability to work effectively with senior executives and cross-functional teams
Qualifications
- Relevant experience in real estate investments, acquisitions, asset management, or a similarly analytical real estate environment
- Bachelor’s degree required
Additional Notes
The ideal candidate is naturally curious about the drivers behind financial data, can exercise judgment independently, and is comfortable presenting their analysis to senior leaders.
This role is best suited for someone seeking broad exposure across real estate investments and the opportunity to contribute to decisions throughout the life of an asset.
Compensation range: $155-175K, plus discretionary bonus and benefits.