Real Estate and Investment Associate

Role Summary

The Real Estate and Investment Associate will work with JE Dunn Capital Partners, focusing efforts on financial analysis including proformas, valuation, analyzing data and conducting market and property research. As an Associate, the incumbent will also provide the company analytical support to underwriting and evaluating an array of alternative asset opportunities such as Private Equity, Private Credit, Venture Capital, and other privately sourced investments. The Real Estate and Investment Associate will be responsible for supporting investment decisions through analysis, presentations and formal reporting. All activities will be performed in support of the strategy, vision, and values of JE Dunn.

Key Role Responsibilities - Core

• Performs project due diligence to evaluate market competitiveness and economic feasibility.
• Builds and maintains working relationships to acquire market insights from internal and external sources.
• Contributes to the creation of specialized research on the real estate market pertaining to geographic markets of interest and property types.
• Analyzes and reviews partner capacity and project structure to determine deal viability.
• Prepares financial analysis including pro formas, valuation, underwriting and data analysis.
• Assists with underwriting and provides modeling for JEDCP team on new real estate investments.
• Maintains financial models that evaluate optimal debt structures, refinancing risk, exit strategies and property performance scenarios.
• Supports all aspects of closing out project and equity capital transactions.
• Supports market and property research to prepare feasibility studies for proposed developments.
• Supports quarterly financial reporting on real estate holdings performance, including IRR and equity estimations, valuations, capital calls and cash flow distributions.
• Conducts and participates in project meetings and calls with joint venture partners, investors, and project sponsors.
• Provides ongoing support to investors and other stakeholders.
• Assists in preparing financial offering memoranda and due diligence process, coordinating.
• Analyzes all accounting reports for real estate investments and other entities as directed, reviews all investment documents in partnership with legal and tracks and updates investment performance progress.
• Aids in annual budgeting process for JE Dunn Capital Partners investment outlay.
• Performs detailed investment analysis on new alternative asset class opportunities such as Private Equity, Private Credit, Venture Capital, and other privately sourced investments.
• Requests alternative asset performance data from investment partners and updates investment team on project performance.
• Evaluates secondary and co-investment opportunities presented by alternative asset managers.
• Builds and communicates portfolio investment analytics, as directed.
• Proactively manages and monitors portfolio assets following acquisition, tracking property and investment performance against underwriting, identifying value-creation and risk-mitigation opportunities, and recommending hold, refinance, or exit actions to optimize returns.
• Identifies, evaluates, and integrates AI and emerging technology tools into research, financial modeling, and reporting workflows to improve efficiency, accuracy, and insight.

Knowledge, Skills & Abilities

• Ability to perform work accurately and completely, and in a timely manner.
• Communication skills, verbal and written.
• Proficiency in MS Office specifically Excel.
• Advanced financial real estate modeling knowledge.
• Meticulous in building, retrofitting, and auditing real estate financial models.
• Keen knowledge of partnership waterfall structures.
• Ability to deliver quality through attention to detail.
• Organizational skills.
• Listening skills.
• Knowledge and understanding of business objectives.
• Knowledge of organizational structure and available resources.
• Ability to quickly and effectively solve complex problems.
• Ability to think strategically about various potential investment outcomes.
• Ability to adapt to change.
• Ability to present a positive disposition, professional attitude and maintain composure and constructive interpersonal relationships under pressure.
• Ability to manage budgets, maximize profitability and generate future work through building relationships.
• Ability to build relationships and collaborate within a team, internally and externally.
• Proactive, self-directed approach to anticipating issues and surfacing opportunities before they arise.
• Ability to balance competing timelines and stakeholder needs while maintaining quality and meeting deadlines.
• Curiosity and aptitude for leveraging AI tools to enhance analysis, modeling, and reporting.

Education

Bachelor’s degree in Finance and Accounting, or related field (Required).

In lieu of the above requirements, equivalent relevant experience will be considered.

Experience

3+ years experience in Real Estate, Financial Management and/or Accounting (Required).

Working Environment

Must be able to lift up to 10 pounds

May require periods of travel

Normal office environment

Frequent activity: Sitting, Viewing Computer Screen

Occasional activity: Standing, Walking, Bending, Reaching above Shoulder

Benefits Information

The benefits package aligned to this position is Professional Non-Union. Please click the link below for more details.

Why People Work Here

At JE Dunn we offer our employees an inspired place to enrich their life and the lives of those around them

Building on our rich history, our employee owners are shaping the future of JE Dunn. In our team-focused environment we do life together and are generously rewarded for our efforts

EEO NOTICES

Know Your Rights: Workplace Discrimination is Illegal

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JE Dunn participates in the Electronic Employment Eligibility Verification Program.