Associate

Job Description

• Build, modify, and analyze discounted cash flow models using Excel and ARGUS.
• Develop informed underwriting assumptions and form strong independent views on pricing, risk, and return parameters.
• Create and maintain asset‑level and portfolio‑level financial models.

• Prepare and assist in drafting Preliminary and Final Investment Memoranda for internal investment committees and client presentations.
• Conduct detailed data analysis and contribute to clear, investment‑grade written recommendations.

• Lead and support all due diligence activities for new investments, including review of: 
  • Environmental and engineering reports
  • Title, survey, and entitlement documentation
  • Historical operating statements and lease abstracts
  • Market studies and competitive analyses
• Monitor transaction progress and coordinate with internal and external parties through closing.
• Assist with financing and disposition transactions.

• Monitor and analyze the financial and operating performance of individual assets and portfolios.
• Support preparation and review of portfolio‑level and client reporting.
• Produce ad‑hoc analyses and reports as required.
• Participate in special projects across investments, asset management, portfolio management, or research (up to ~25% of role).

• Bachelor’s degree in Real Estate, Finance, or a related field; advanced degree preferred.
• 3–6 years of post‑graduate experience in real estate investments, private equity, or related financial services.
• Strong financial modeling and analytical skills; high proficiency with cash‑flow analysis.
• Demonstrated experience underwriting commercial and/or residential real estate investments; development underwriting experience is a plus.
• Proven ability to prepare written investment recommendations and support investment presentations.
• Track record of contributing to successful capital deployment and long‑term value creation.