Sr. Director Investments & Underwriting
Listed on 2026-09-02
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Finance & Banking
Portfolio & Asset Management, Financial Analyst, Underwriter
Our client is a growing real estate investment and operating platform seeking a Senior Director, Investments & Underwriting to play a key role in evaluating acquisitions, developments, recapitalizations, structured investments, and portfolio-level opportunities across a diverse real estate platform.
This is a highly visible opportunity for an experienced real estate investment professional who enjoys both strategic decision-making and hands-on underwriting. The successful candidate will serve as a critical member of the investment team, helping drive investment decisions while establishing underwriting standards and best practices that support future growth.
Responsibilities- Lead underwriting efforts for acquisitions, developments, recapitalizations, joint ventures, structured investments, and portfolio transactions.
- Build and maintain sophisticated financial models evaluating investment returns, cash flow projections, financing structures, and downside scenarios.
- Analyze and recommend investment structures, capital strategies, and risk mitigation approaches.
- Evaluate market fundamentals, sponsor quality, tenant and counter party credit, and other key investment considerations.
- Prepare investment committee materials, financial analyses, and investment recommendations for senior leadership.
- Support due diligence, financing analyses, and transaction execution activities.
- Develop and enhance underwriting templates, modeling standards, and investment processes.
- Collaborate with investment, asset management, development, and executive leadership teams on strategic initiatives and active opportunities.
- Assist with portfolio-level analyses and investment vehicle modeling as the platform continues to expand.
- Bachelor's degree in Finance, Real Estate, Economics, Accounting, or related field.
- 8+ years of real estate investment, acquisitions, underwriting, development, private equity, or institutional asset management experience.
- Background with a real estate private equity firm, institutional investment manager, REIT, insurance investment platform, owner/developer, or similar principal investing organization.
- Demonstrated experience underwriting commercial real estate investments and complex capital structures.
- Advanced financial modeling capabilities with expert-level Excel proficiency.
- Strong understanding of debt, equity, joint venture, waterfall, and structured capital investments.
- Experience presenting investment recommendations to senior leadership and/or investment committees.
- Ability to operate independently, manage multiple priorities, and thrive in an entrepreneurial environment.
- Experience with development underwriting and portfolio-level analysis.
- Exposure to institutional capital structures, fund vehicles, or multi-asset investment platforms.
- Strong written and verbal communication skills with the ability to translate complex analyses into actionable recommendations.
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This posting is a representative sample of the types of roles we typically place with our clients. Depending on the specific client, location, and role, the base salary range is estimated to be $190-225k and benefits may include
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- medical
- dental
- vision
- life insurance
- short-term disability
- additional voluntary benefits
- EAP program
- commuter benefits
- 401K plan
- annual bonus.
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