Sr. Associate, Investment Strategy & Research

About Northmarq

Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer a career path with best‑in‑class training and foster inclusive teams committed to collaboration, mentoring, and growth. Whether you are an industry veteran or just getting started, Northmarq will help you unlock your potential.

We are seeking a highly analytical and driven Fund Management – Senior Associate, Investment Strategy & Research to join our team. This in‑office position offers an immediate start date and involves working closely with senior leadership on research, financial modeling, and strategic initiatives that shape investment strategy.

• Assist in the formation and development of investment strategy, working closely with senior leadership.
• Serve as an internal research expert supporting fundraising, investment decision‑making, and overall platform strategy.
• Conduct macroeconomic research and track economic trends, capital markets activity, and sector‑level dynamics.
• Perform product‑specific, asset‑level, and market‑level research to inform new initiatives, investment theses, and fund positioning.
• Build and maintain complex financial models for investment evaluation and strategic decision‑making.
• Support process improvements by implementing practical, tech‑enabled solutions (e.g., Excel automation, data tools) to optimize analysis and reporting.
• Analyze large data sets; perform data mining, trend identification, and analytical problem‑solving to support investment and research needs.

• Partner closely with the CEO and Fund Leadership on research, insights, strategic projects, and high‑priority initiatives.
• Work alongside internal teams to synthesize research findings into presentations, whitepapers, and internal strategy materials.
• Participate in discussions, ask questions, and contribute independent thinking.

• Bachelor’s degree in Finance, Economics, Mathematics, or a related STEM discipline (MBA and/or CFA strongly preferred).
• Strong foundation in financial modeling and advanced Excel; expert experience with complex analytical modeling preferred.
• Experience in data analysis, research, and quantitative problem‑solving required.
• Programming exposure (Python, R, VBA, or similar) is a plus.
• Background in real estate private equity, investments, banking, or a similarly analytical environment strongly preferred.
• Candidates from demanding, high‑performance environments (e.g., investment banking, consulting, buy‑side analytics) will be especially well‑aligned.
• Prior experience conducting macro, market, or investment research is advantageous.
• Intellectually curious with strong analytical and critical‑thinking capabilities.
• Effective communicator comfortable engaging in working sessions and team discussions.
• Demonstrated flexibility and responsiveness in a fast‑paced environment.
• Must be willing to work extended hours as needed.

Northmarq offers a highly competitive benefits package including medical, dental, vision, paid time off, 401(k) match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and more.

As set forth in Northmarq’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.