Associate, Investment

Overview

The Associate, Investments supports the evaluation, execution, and ongoing management of investments across a diversified portfolio, with a primary emphasis on real estate. This role combines investment underwriting, asset management, and portfolio-level financial planning and analysis (FP&A). Responsibilities include contributing to transaction execution, financial modeling, due diligence, and performance monitoring for existing and prospective investments.

Responsibilities

• Analyze, evaluate, and conduct due diligence on potential investment opportunities
• Support transaction due diligence, including review of third-party reports, leases, purchase/sale agreements, and loan documentation
• Build detailed cash flow projections and financial models for both existing assets and prospective investments
• Perform FP&A activities, including preparation of annual budgets and monthly budget vs. actual analyses
• Partner with accounting to produce managerial reporting at both the asset and portfolio levels
• Support asset management by monitoring property-level KPIs and operating performance
• Contribute to revenue enhancement strategies and capital expenditure planning to maximize asset value
• Serve as a liaison between internal management and external parties such as third-party property managers, lenders, counsel, and other vendors
• Complete ad hoc analyses and special projects related to broader portfolio strategy outside of real estate, including M&A
• Collaborate with analysts and other team members to ensure timely and accurate execution of responsibilities
• Comply with organizational policies and procedures
• Maintain regular and punctual attendance

Qualifications

• Bachelor’s degree in Finance, Economics, or a related field
• 4–7 years of experience in corporate finance, investment banking, private equity, or a related role (real estate experience preferred)
• Advanced financial modeling skills and high proficiency in Microsoft Excel
• Ability to manage multiple projects and deadlines in a fast-paced environment
• Excellent written and verbal communication skills
• Highly motivated, detail-oriented, and able to work independently and collaboratively
• Strong understanding of real estate valuation fundamentals, capital markets, and transaction processes preferred
• Experience with FP&A and portfolio-level reporting preferred

Preferred Qualifications

• Real estate experience
• Strong understanding of real estate valuation fundamentals, capital markets, and transaction processes
• Experience with FP&A and portfolio-level reporting

Compensation & Benefits

Not provided.

Location

Not provided.