Associate, Investments

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.

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.

Pay

• Salary type: Exempt
• Pay Frequency: Bi-weekly
• Annual Base Salary Range: $135,000 to $180,000

Benefits

• Competitive compensation
• Medical, Dental and Vision beginning day 1
• 401(k) Company matching
• 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