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Investment Associate - Retail

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Bullpen
Full Time position
Listed on 2026-02-18
Job specializations:
  • Finance & Banking
    Real Estate Finance, Financial Analyst, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Investments Associate – Retail Acquisitions

We are seeking an Investments Associate to join a leading institutional real estate platform focused on single-tenant net lease retail investments. This is a high-visibility, execution-oriented role working directly with senior investment leadership on sourcing, underwriting, structuring, and closing transactions across the U.S.

This opportunity is ideal for a sharp, detail-oriented investment professional who thrives in a lean team environment and wants meaningful responsibility across the full deal lifecycle.

Key Responsibilities
  • Underwrite and structure retail acquisition opportunities
  • Build and review complex financial models, including sensitivity and return analyses
  • Prepare investment committee memoranda and presentation materials
  • Identify risks, structure solutions, and support negotiation of key deal terms
  • Coordinate transaction execution with internal legal, credit, and asset management teams
  • Support deal sourcing efforts and maintain broker and seller relationships
  • Assist with settlement statements and post-award transaction execution
Qualifications
  • 3–5 years of experience in investment banking, real estate private equity, principal investing, or commercial real estate advisory
  • Strong financial modeling and valuation skills
  • Experience supporting transactions from sourcing through closing
  • Understanding of lease structures, tenant credit, and net lease investments preferred
  • Strong written and verbal communication skills
  • Ability to work in-office (Dallas) with flexibility over time
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Position Requirements
10+ Years work experience
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