Investment Associate

About the role

The Investments Associate will support all aspects of Quarterra’s investment activities, including underwriting, equity and debt capital markets, portfolio management, and investor relations. This role is highly analytical and collaborative, working cross-functionally with internal development, asset management, accounting, and legal teams, as well as external lenders and investment partners. The Investments Associate will play a key role in underwriting new opportunities, supporting capital sourcing initiatives, managing portfolio-level reporting, and ensuring best-in-class investment analysis, compliance, and communication throughout the investment lifecycle.

Responsibilities

• Prepare and support detailed offering memorandums (debt and equity) for multifamily development and investment opportunities across U.S. markets.
• Analyze and perform diligence on single-asset financial models, development budgets, operating projections, and capital structures.
• Independently run sensitivity analyses and scenario modeling to support investment decision-making and risk assessment.
• Critically review Investment Committee materials, including memos, models, exhibits, to ensure accuracy, consistency, clarity, and alignment with Quarterra’s investment standards.
• Clearly communicate investment themes, key return drivers, and potential risks to senior investment team members.
• Support monthly and weekly portfolio reporting for internal leadership and external capital partners.
• Partner with Development Managers to review and analyze budget updates, cash flow changes, and revisions to deal metrics, documenting variances from the original business plan and incorporating updates into investment materials.
• Assist with compliance, reporting standards, and ongoing investor and lender communication.
• Conduct market and submarket due diligence, including demographic trends, supply and demand dynamics, and competitive positioning.
• Collaborate with internal teams to develop submarket reports analyzing inventory, vacancy, absorption, rental rates, and sales and lease comparables.
• Manage and execute ad hoc analyses and presentations related to business strategy, macroeconomic trends, and potential risks or opportunities.
• Work closely with internal and external legal, accounting, and capital markets partners to support transaction execution and closing processes.
• Work to thoughtfully and responsibly implement agentic solutions in an effort to improve existing processes and capabilities.

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