Senior Investment Associate

The Senior Associate will play a critical role in evaluating, executing, and managing real estate investments across a diversified portfolio of income-producing properties. This position is heavily analytical and will support the full investment lifecycle, including underwriting, due diligence, financing analysis, and equity waterfall modeling.

The ideal candidate is a highly motivated real estate professional with strong financial modeling skills and experience working on complex transactions in a fast-paced investment environment.

• Prepare and maintain detailed financial models for the acquisition, financing, and ongoing evaluation of real estate investments
• Analyze operating cash flows, IRRs, equity multiples, and sensitivity scenarios
• Assist in the preparation of internal investment materials and recommendations
• Support ongoing portfolio valuation and performance monitoring
• Coordinate and execute transaction due diligence for acquisitions and financings
• Review financial statements, rent rolls, operating histories, capital expenditure plans, and third-party reports
• Identify key investment risks and opportunities and summarize findings for senior leadership
• Assist with transaction execution, including closing processes and documentation

• Analyze and model various debt structures, including acquisition, refinancing, and construction financing
• Evaluate loan terms, covenants, DSCR, and refinancing scenarios
• Support lender communications and financing submissions

• Build and review complex equity waterfall and promote structures
• Analyze investor returns under multiple capital stack and performance scenarios
• Support investor reporting related to distributions and performance

• Monitor asset performance relative to underwriting and business plans
• Assist with budgeting, forecasting, and variance analysis
• Support refinancing's, recapitalizations, and dispositions

• 3–5 years of experience in real estate investments, private equity, acquisitions, or asset management
• Advanced Excel and financial modeling skills
• Experience with real estate underwriting, debt analysis, and equity waterfall/promote modeling
• Strong understanding of income-producing real estate fundamentals
• High attention to detail and strong organizational skills
• Excellent written and verbal communication skills

If you are interested in learning more about this opportunity, please apply now. Unfortunately, due to the high volume of applicants, only those individuals chosen for the interview will be contacted.