Senior Associate

Company Overview

An established, well-capitalized real estate investment management firm headquartered in the Washington, D.C. metropolitan area.

The firm is seeking an Associate or Senior Associate to join its Finance & Operations group. This individual will play an important role in supporting financial reporting, investment analysis, and fund operations. Reporting to senior members of the Finance & Accounting team, the position will provide exposure to both property-level and fund-level financial activities while partnering with colleagues across Investor Relations, Acquisitions, and Asset Management.

The successful candidate will contribute to financial modeling, valuation analysis, fund administration, and investor-related reporting while working closely with senior leadership and external operating partners.

Key Responsibilities

• Manage key aspects of the fund administration process, including reviewing quarterly financial statements and evaluating reporting accuracy.
• Support fund-level cash management activities, including liquidity forecasting and recommendations regarding capital calls and investor distributions.
• Develop, maintain, and update property and portfolio financial models, with an emphasis on fair market value assessments and investment performance.
• Administer and maintain property-level financial information within the firm's investment database, ensuring data accuracy and consistency.
• Coordinate with joint venture partners and their accounting teams to facilitate onboarding, implementation, and ongoing use of financial reporting systems.
• Produce recurring financial and performance reports to support internal asset management initiatives and investment decisions.
• Partner with Investor Relations to prepare responses to financial and operational inquiries from current and prospective investors.
• Provide financial analysis, research, and reporting support to the Acquisitions and Asset Management teams as business needs arise.
• Assist in the preparation and ongoing refinement of fundraising presentations, investor marketing materials, and quarterly reporting packages.

Qualifications & Experience

• Bachelor's degree in Finance, Accounting, Real Estate, or a related discipline preferred.
• Approximately 3–6 years of relevant professional experience, including at least two years working within a private equity environment.
• Previous experience in real estate private equity or commercial real estate investment management is highly desirable.
• Strong financial modeling and analytical capabilities, with advanced proficiency in Microsoft Excel. Candidates should be prepared to complete a financial modeling assessment.
• Familiarity with financial valuation methodologies and modeling tools, particularly Excel and ARGUS.
• Working knowledge of real estate investment metrics and concepts, including Net Operating Income (NOI), cash-on-cash returns, internal rate of return (IRR), discounted cash flow (DCF), present value, and capital markets.
• Experience working with financial databases, data analytics, investment research, or financial reporting systems.
• Strong written and verbal communication skills, including the ability to present financial information clearly to internal and external stakeholders.
• Excellent analytical judgment, critical thinking, and problem-solving abilities.
• Highly organized, with the ability to manage competing priorities and deliver accurate work within demanding deadlines.
• Self-motivated professional who demonstrates initiative, adaptability, sound judgment, and a collaborative approach.

Preferred Backgrounds

Candidates with experience at a real estate investment firm, private equity platform, commercial real estate brokerage, real estate investment banking group, or public accounting firm specializing in real estate or capital markets will be particularly attractive.