Senior Associate, Real Estate Investments
Petiole Asset Management
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Role Overview
We are seeking a highly motivated and analytical Senior Associate, Real Estate Investments to support the sourcing, underwriting, execution, and management of real estate investment opportunities across U.S. and international markets.
The successful candidate will play a key role throughout the investment lifecycle, including opportunity screening, financial analysis, due diligence, transaction execution, portfolio monitoring, asset management, and disposition activities. Working closely with senior investment professionals, operating partners, lenders, and external advisors, the Senior Associate will contribute to investment decision-making and the successful implementation of the firm's real estate investment strategy.
This role is ideal for a professional with strong financial modelling capabilities, deep knowledge of real estate markets, and experience in acquisitions, asset management, development, private equity real estate, or institutional real estate investing.
Key ResponsibilitiesInvestment Analysis & Underwriting
- Evaluate and assess real estate investment opportunities across a range of asset classes, including multifamily, office, industrial, retail, hospitality, mixed-use, and alternative sectors.
- Build and maintain detailed financial models to analyse cash flows, investment returns, financing structures, development scenarios, and valuation outcomes.
- Conduct market research, feasibility studies, valuation analyses, and financial due diligence.
- Identify key investment risks and opportunities through rigorous quantitative and qualitative assessment.
- Prepare investment memoranda, underwriting materials, and recommendations for senior management and investment committees.
- Support investment decision-making through detailed financial and strategic analysis.
Transaction Execution
- Support the execution of acquisitions, dispositions, joint ventures, recapitalisations, and development investments.
- Coordinate due diligence activities with legal, tax, technical, environmental, and financial advisors.
- Review transaction documentation, financial statements, leases, operating data, and commercial agreements.
- Assist in transaction structuring, commercial negotiations, and closing processes.
- Manage project timelines and coordinate stakeholders throughout the transaction lifecycle.
Portfolio & Asset Management
- Monitor portfolio and asset-level performance against approved business plans and investment objectives.
- Analyse operational and financial performance to identify value creation opportunities and mitigate investment risks.
- Support budgeting, forecasting, capital planning, and performance reporting activities.
- Prepare regular portfolio performance reports and investment updates for senior management.
- Assist in evaluating refinancing, repositioning, redevelopment, and exit strategies.
Market Research & Investment Strategy
- Conduct research on real estate markets, macroeconomic conditions, and sector-specific investment trends.
- Analyse market fundamentals, supply and demand dynamics, demographic trends, and regulatory developments.
- Identify emerging investment themes and opportunities across target markets.
- Monitor competitor activity, capital flows, and market transactions.
- Support the development and refinement of investment strategies and portfolio allocation decisions.
Stakeholder Management
- Collaborate closely with internal investment teams and cross-functional stakeholders.
- Develop and maintain relationships with brokers, developers, lenders, consultants, operating partners, and investors.
- Participate in investment meetings, site visits, due diligence reviews, and negotiations.
- Represent the firm professionally in interactions with external counterparties and industry participants.
Qualifications & Experience
- Bachelor's degree in Finance, Real Estate, Economics, Business Administration, Engineering, or a related discipline.
- MBA, Master's degree, CFA, CAIA, MRICS, or other relevant professional qualification is preferred.
- 5-8 years of relevant experience in real estate investments, private equity real estate, real estate investment banking, asset management, development, or advisory.
- Demonstrated experience underwriting and executing real estate transactions.
- Strong understanding of valuation methodologies, investment structures, and transaction processes.
- Experience analysing U.S. real estate markets and investment opportunities across multiple asset classes is highly desirable.
- Experience working with institutional investors, investment managers, REITs, pension funds, endowments, insurance companies, or private equity firms is preferred.
Skills & Competencies
- Advanced financial modelling and valuation skills.
- Strong knowledge of DCF analysis, IRR, NPV, equity waterfalls, sensitivity analysis, and real estate investment metrics.
- Excellent analytical, quantitative, and problem-solving abilities.
- Strong commercial judgement and attention to detail.
- Exceptional presentation, report writing, and communication skills.
- Ability to manage multiple projects and transactions simultaneously in a fast-paced environment.
- Strong interpersonal and stakeholder management capabilities.
- Proficiency in Microsoft Excel and PowerPoint.
- Experience with Argus Enterprise or similar real estate analytics platforms is an advantage.
What Success Looks Like
The successful candidate will demonstrate strong investment judgement, rigorous analytical capabilities, and the ability to contribute meaningfully to investment decisions. They will effectively support the execution of complex transactions, provide insightful analysis to senior stakeholders, and help drive value creation across the firm's real estate investment portfolio.
- Track portfolio KPIs and prepare regular investment performance reports.
- Assist with refinancing, restructuring, repositioning, and exit strategies where appropriate.
Market Intelligence & Strategy
- Conduct ongoing research on macroeconomic trends, capital markets, and real estate sectors.
- Analyse supply-demand dynamics, demographic trends, regulatory developments, and market opportunities.
- Monitor competitor activity and emerging themes to support investment strategy formulation.
- Contribute to the development and refinement of the firm's real estate investment strategy.
Stakeholder Management
- Collaborate closely with internal investment teams and cross-functional stakeholders.
- Develop and maintain relationships with developers, brokers, lenders, institutional investors, consultants, and other market participants.
- Participate in management meetings, investment reviews, site visits, and stakeholder discussions.
- Represent the firm professionally in interactions with external counterparties and industry networks.
Qualifications & Experience
- Bachelor's degree in Finance, Real Estate, Economics, Business Administration, Engineering, or a related discipline.
- Master's degree, CFA, CAIA, MRICS, or other relevant professional qualification is advantageous.
- 5 to 8 years of relevant experience in real estate investments, private equity real estate, investment banking, real estate advisory, asset management, or development.
- Demonstrated experience evaluating and executing real estate transactions.
- Proven expertise in financial modelling, valuation, and investment analysis.
- Strong understanding of real estate investment structures, financing arrangements, and transaction processes.
Competencies & Skills
- Advanced financial modelling and valuation capabilities.
- Strong understanding of DCF, IRR, NPV, equity waterfall modelling, sensitivity analysis, and real estate performance metrics.
- Excellent analytical, problem-solving, and commercial judgement skills.
- Strong written and verbal communication abilities.
- High standard of presentation and investment report preparation.
- Ability to manage multiple transactions and priorities simultaneously.
- Strong attention to detail and execution discipline. xhyhwjd
- Ability to operate effectively in a fast-paced, entrepreneurial investment environment.
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