Senior Investment Associate
Culdesac
Senior Investment Associate As a Senior Investment Associate at Culdesac you will drive data‑driven decisions by maintaining and expanding our financial infrastructure and investment processes. You will play a key role in our real estate strategy, supporting the analysis of existing and potential locations as well as outreach, design, and planning. You will report to the Chief Investment Officer and work closely with our CEO, cross‑functional teams, investment partners, lenders, and other key stakeholders. Responsibilities Conduct due diligence on land acquisition opportunities. Build and maintain custom pro forma underwriting models. Evaluate financing alternatives and understand what makes a deal work. Lead a deal from cradle to grave. Organize the preparation and review of quarterly financial statements, annual budgets, and forecasts. Review market analyses, real estate tax forecasts, and disposition strategies. Prepare and review recurring investor, partner, and lender reports. Support the creation of quarterly board documents, presentations, and pitch decks for Culdesac projects and local stakeholders.Monitor cash flow, distributions, and returns of existing projects. Ensure adherence to operating and capital budgets, surface variances, and communicate risks. Ensure assets operate in line with management agreements, JV agreements, and loan documents. Manage critical timelines and deadlines for transactions and capital raises. Identify and proactively resolve issues that could affect closing or capital flow. Review legal documents. Work with counsel to negotiate key deal terms. Support transaction closings, including the title process. Build familiarity with zoning and entitlement processes. Qualifications We expect most candidates to have at least 4‑6 years of relevant experience. Candidates should demonstrate strong analytical and financial modeling skills, experience with real estate investment analysis and transaction structuring, and familiarity with financial reporting, budgeting, and investor relations. Knowledge of real estate finance, underwriting, and portfolio management is essential. Location We are headquartered in Tempe, AZ. For this role we prefer candidates based in Phoenix, AZ or Dallas, TX, though we will consider qualified U.S.-based remote applicants. Benefits & Perks Benefits Package – Options for medical, dental, and vision coverage. Family Planning Benefits – Support for family planning resources and services. Parental Leave – Up to 12 weeks paid time off for qualifying events. 401K Savings Plan – Retirement savings plan available to employees. Work From Home Stipend – Up to $500 for equipment paid by the company. Co‑Working Stipend – $100 per month, paid by Culdesac, for space intended for work productivity directly related to Culdesac business (Remote employees only). Mobility Stipend – Up to $500 to invest in your personal micro‑mobility setup (e.g., e‑bike, e‑scooter, or accessories). Car‑Free Commuter Benefit – $200 per month, paid by Culdesac. (Tempe employees only). On‑Site Living Discount – 25% discount on base rent for one unit at a Culdesac‑managed property. #J-18808-Ljbffr Culdesac
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