Investment Associate
Boutique Recruiting · New York, NY · Today
On-siteSales$130k–$140k/yrFull-time
Responsibilities
- Lead underwriting, financial modeling, and investment analysis for both GP and LP deals
- Perform market research, due diligence, and deal screening
- Draft and finalize offering memorandums, investment memos, and business plans
- Coordinate third-party reports, legal, lenders, and JV partners through closing
- Affiliate with LOIs, PSAs, JV agreements, and transaction documentation
- Review closing statements and ensure accurate deal execution
- Maintain and update financial models for asset management
- Support disposition analysis and distribution reviews
- Contribute to investment criteria, SOPs, and renovation standards
- Support capital markets and fundraising efforts
- Maintain deal files, reporting, and market studies
Requirements
- Bachelor’s degree in finance, real estate, economics, accounting, math or a related field
- 5+ years of professional experience with 3–4+ years in multifamily real estate private equity, development or investment
- Proven ability to independently run transactions from underwriting through closing
- Strong knowledge of U.S. multifamily markets, especially FL, NC, VA and MD
- Deep understanding of value-add multifamily business plans and due diligence
- Advanced Excel modeling skills built from scratch
- Strong analytical, research, and critical-thinking abilities
- Congnitive communicator who can engage in negotiations and deal discussions
- Entrepreneurial mindset with high ownership and accountability
- Experience with RealPage, Hallodata, Monday.com, or Yardi preferred
- Market experience in the Southeast, particularly Florida, preferred