Senior Investment Associate (Acquisitions and Asset Management)
Aligned Ventures
Houston, TX
Salary Estimate: $90,000.00 - $100,000.00
Employment Type: Full Time
Work Place: Remote
Experience Required: 2+ to 5 years
Education Required: Graduate Degree
Job Description
- Financial Modeling: Build and manage complex dynamic financial models for value-add multifamily assets. You must be capable of building waterfall structures (Tiered IRR/Pref) from scratch.
- Pipeline Screening: Review T-12s and Offering Memorandums to filter opportunities based on our buy-box criteria. You will be responsible for stress-testing broker assumptions against market realities.
- Due Diligence Coordination: Manage the closing checklist. You will coordinate third-party reports (ESA, PCA, ALTA), audit lease files, and assist in physical unit inspections during the contract period.
- Variance Analysis: Track monthly P&L performance against the pro-forma budget. You will identify operational discrepancies (expense leakage, income gaps) and report them to the Partners.
- Investor Reporting: specific monthly and quarterly performance decks. You are responsible for translating raw financial data into clear, accurate investor updates.
- Renovation Tracking: Maintain "Budget vs. Actual" trackers for all CapEx projects to ensure business plan execution remains on schedule.
- Experience: 2–5 years of direct experience in Real Estate Private Equity, Investment Banking, or Commercial Lending.
- Advanced Excel Proficiency: This is a non-negotiable requirement. Candidates will be required to pass a timed financial modeling test during the interview process. If you rely on pre-built templates and cannot troubleshoot circular references or build dynamic cash flow projections from blank cells, do not apply.
- Texas Residency: You must currently reside in Houston, Austin, Dallas, or San Antonio. This role requires physical site visits and property tours.
- Operational Literacy: Ability to read and interpret a T-12, Rent Roll, and General Ledger.
- Mentorship: Work directly with the Principals to learn the full lifecycle of a deal, from LOI to Exit.
- Wealth Creation: This role offers a clear path to General Partnership (GP) equity in the assets you help acquire and manage.
- Growth: We are aggressively scaling to $1B AUM. We are looking for a key team member to grow with the portfolio and into a more senior position
Aligned Ventures
• 1-100 employees
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