About the Position
Seeking a dedicated, professional and reliable individual to become an integral member of Trinity Investment’s team. The Investment Associate role will be primarily focused on supporting Trinity’s acquisition efforts including deal underwriting, due diligence and closing of new prospective investments, and secondarily on asset managing existing portfolio assets. Responsibilities of the position include the following:
- Creating and managing financial underwriting models and investment memoranda for prospective investments
- Assisting with deal structuring and communicating with investors and lenders
- Conducting market research to support analyses
- Transaction execution including due diligence and deal closing
- Preparing marketing decks and pitchbooks
- Asset management support of Trinity’s existing assets including updating cash flow models and preparing asset management reports for investors.
- Generally supporting senior executives of the company on an as-needed basis
The position will be based in Honolulu, Hawaii and will report directly to the firm’s mid-level and senior management. Travel (inter-island, mainland US, and international) will constitute 10% to 20% of the time.
Requirements and Qualifications
Bachelor’s degree (or equivalent) or higher, with at least 1-4 years experience in real estate finance, investment banking, private equity or other related fields. The position will require a high-degree of proficiency with Microsoft Office applications, including complex financial modeling through Excel and the preparation of investment memoranda and presentations using PowerPoint. The ideal candidate must possess excellent written and verbal communication skills and be a self-starter who thrives in an entrepreneurial environment. In addition, the ideal candidate should be detail-oriented with the ability to work independently as well as collaboratively. Japanese and/or Spanish language skills are not required but would be of value to the company.
Compensation & Other
The position will earn a salary and be eligible for a bonus commensurate with experience and the position. The full compensation package includes competitive benefits including full health insurance and 401(k) plan with company match.
About Trinity Investments
Trinity Investments is a private real estate investment firm based in Honolulu, HI, and founded in 1996. Trinity invests in global, opportunistic real estate, and has established itself as a preeminent general partner for institutional investors seeking core and value-add real estate investments throughout Hawaii, the US Mainland, Mexico, and Japan.
Trinity's value-oriented investment approach is based on understanding economic and valuation cycles, both general and local, which are applicable to each property type. Accordingly, the firm seeks to identify and pursue opportunities within geographical markets and assets which possess characteristics that indicate favorable prospective trends.
The multi-disciplined background of its principals and key professionals equips Trinity with the skills and resources to execute its investment plan. Staunch proponents of a lean organization, Trinity's principals and professionals have both intensive and extensive experience in all aspects of the global real estate and hotel industries. Their collective expertise covers the entire spectrum of property development, investment, value enhancing asset management, and finance, both in commercial property as well as hotels & resorts.
Since its inception, Trinity has acquired and developed, collectively across all strategies and various asset classes, over $5.0 billion of commercial real estate. Current investments include properties in Hawaii (Maui) and Mexico.
Please apply by submitting both a resume and cover letter through the SelectLeaders website.
- Financial Analysis
- Due Diligence
- Alternative Investments
- Hospitality / Entertainment
1+ to 2 years
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