Investments Associate

Company Confidential

West Palm Beach, FL

Salary Estimate: $125,000.00 - $175,000.00

Employment Type: Full Time

Work Place: Office

Experience Required: 2+ to 5 years

Education Required: 4 Year College

Job Description

Investments Associate

Location: West Palm Beach, FL

Firm Overview

Our Firm is a privately held real estate private equity firm focused on the acquisition, development, ownership, and management of best-in-class real estate properties across the East Coast and Sun Belt regions. Our team combines deep institutional investment expertise with extensive development and construction know-how. With a track record of more than $10 billion in real estate assets, our founders bring unmatched experience in investment, development, and deal execution.

Position Overview

We are seeking a highly motivated Investments Associate (2–5 years of relevant experience) to join our growing team. This role offers significant exposure to the full investment lifecycle — from sourcing and underwriting through execution and portfolio management. The Associate will work directly with senior team members on acquisitions and development opportunities, gaining hands-on experience and contributing meaningfully to the Company's growth.

Key Responsibilities

  • Build detailed financial models, valuations, and sensitivity analyses for acquisitions and development projects
  • Support the due diligence processes, including comparable properties analysis, market research, legal documentation and all aspects of deal execution 
  • Draft and deliver investment memoranda and presentations to investment committee, capital partners, and lenders
  • Monitor asset and portfolio performance, including budgets, construction progress, and operational performance indicators
  • Cultivate and maintain relationships with brokers, lenders, and operating partners
  • Conduct macro and micro market research, analyzing trends that impact real estate investment decisions
Qualifications

  • 2–5 years of experience in investment banking, private equity, real estate investment, or a related field
  • Advanced proficiency in Excel with strong financial modeling and analytical skills. Knowledge of and experience with Argus, Costar and other relevant real estate platforms a plus.
  • Solid understanding of real estate valuation, capital markets, and investment principles
  • Excellent written and verbal communication abilities
  • Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment and demonstrated 
  • Outstanding work ethic and attitude a must
  • Bachelor’s degree required (advanced degree or professional designation a plus)

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