Investment Associate

Responsibilities

• Evaluate new investment opportunities and manage the acquisition pipeline from initial screening through closing
• Source marketed and off-market opportunities through broker and owner relationships, industry events, and direct outreach
• Lead market and property research, underwriting, financial modeling, deal structuring, financing coordination, due diligence, and execution
• Review and assess diligence materials to identify risks, validate underwriting, and support investment decisions
• Review and negotiate transaction and operating documents, including LOIs, PSAs, leases, loan agreements, and management agreements
• Prepare investment committee memoranda, valuation analyses, and decision-support materials for senior leadership
• Support portfolio-level performance analysis, valuation work, business plan tracking, and strategic asset review
• Prepare investor and internal reporting materials, including quarterly reports, portfolio dashboards, performance summaries, and ad hoc analyses
• Support capital raising through investor materials, portfolio analytics, track record support, and diligence response materials
• Collaborate across acquisitions, asset management, leasing, property management, operations, finance, and accounting
• Travel periodically for sourcing, diligence, asset review, and transaction execution

• Minimum of 3 years of successful track record sourcing, underwriting, and closing retail real estate acquisitions
• Core Plus, Value-add, or Opportunistic retail transaction exposure is a plus
• High proficiency with Argus Enterprise and Microsoft Excel, PowerPoint, and Word
• Strong financial modeling, analytical skills, and critical thinking
• Strong retail real estate industry network including brokers, owners, investors, lenders, and others
• Bachelor’s degree in finance, real estate, economics, or another related field
• MBA is a plus
• Ability to thrive and lead in a fast-paced environment while working on multiple projects simultaneously
• Position may require extended work hours
• Ability to move with a sense of urgency
• Demonstrated leadership and effective project management skills
• Experience managing client/investor, seller, broker, and lender relationships
• Strong communication and interpersonal skills
• Interest in helping grow an entrepreneurial business
• Strong presentation skills
• Periodic travel required

Demonstrates expertise in sourcing, underwriting, and closing retail real estate acquisitions, with strong financial modeling and analytical skills. Proven ability to manage relationships across various stakeholders while preparing detailed investment analyses and reports.