Associate, Investments

Associate, Investments

The Associate, Investments is a key contributor to the firm's real estate investment strategy, supporting the sourcing, evaluation, and execution of opportunities across a diversified portfolio. This role partners closely with senior leadership and cross-functional teams to deliver rigorous financial analysis, underwriting, and due diligence that inform investment decisions. Ideal for a highly analytical professional, this position offers the opportunity to gain hands-on experience in institutional-quality transactions while playing a meaningful role in driving portfolio growth and performance.

Responsibilities

• Lead the development and maintenance of complex financial models, ensuring integrity of structure, assumptions, and outputs across acquisitions, dispositions, and portfolio analyses.
• Evaluate investment opportunities through detailed cash flow modeling, analysis or key return metrics such as IRR, NPV, and equity multiples, and scenario-based sensitivity assessments to inform risk-adjusted decision making.
• Conduct market research, comparable analysis, and supply/demand evaluations to support underwriting assumptions and investment strategy.
• Sensitize key financial variables and assess risk-adjusted returns across multiple scenarios.
• Evaluate implications of capital structure, debt financing, tax considerations, and accounting impacts on investment performance.
• Support the full transaction lifecycle, including sourcing, underwriting, due diligence, and closing activities.
• Perform and coordinate comprehensive due diligence, including review of leases, operating statements, third-party reports, and legal documentation.
• Assist in the preparation of clear and compelling investment memos, committee presentations, and board materials for internal stakeholders and senior leadership.
• Contribute to drafting offer letters, term sheets, and transaction summaries.
• Collaborate cross-functionally with internal and external stakeholders including legal, tax, accounting, and financing teams throughout the transaction process.
• Contribute to portfolio and asset-level analysis to inform investment strategy by developing insights on performance, identifying value creation opportunities, and evaluating broader market trends and sector dynamics.
• Other duties as assigned.

Qualifications

• High school diploma or GED required.
• Bachelor's degree required, preferably in Finance, Real Estate, Economics, or a related field.
• At least two years of relevant experience in investment banking, real estate private equity, asset management, or corporate finance.
• Strong financial modeling and valuation experience, with the ability to build and interpret complex investment analyses.
• Advanced proficiency in Microsoft Excel and PowerPoint, with experience creating clear, presentation-ready materials.
• Demonstrated ability to analyze complex financial data and translate insights into actionable recommendations.
• Proficient in Argus or similar real estate financial modeling software required.

Compensation

Salary type: Exempt

Pay Frequency: Bi-weekly

Annual Base Salary Range: $135,000 to $180,000

Benefit Information

• Competitive compensation
• Medical, Dental and Vision beginning day 1
• 401(k) Company matching
• 401(k) Vests on Day 1
• Career development programs
• Charitable donation matching
• Generous paid time off (i.e., vacation, personal holidays, paid sick time)
• Paid Volunteer Hours
• Paid Parental Leave
• Family planning assistance including IVF, surrogacy, and adoption options
• Wellness and mental health resources
• Pet insurance offering
• Childcare Assistance
• Commuter benefits
• A culture on our values of Act with Integrity, Build Mutual Trust, Take Initiative and Win Together.

We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.