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Investment Associate

Full Time
Real Estate Field
  • Acquisitions
San Francisco
Postal Code
United States

This job is no longer active.


Fillmore Capital Partners (FCP) is a private investment company, focused on the development of operating companies and strategies on behalf of institutional and select private-client investors.  Our boutique firm invests in healthcare, lodging, affordable housing and opportunistic investments in a variety of real estate related asset classes.  Our health care and affordable housing platforms represent “mission driven” investments to address social needs, while providing investors with acceptable investment returns.  Our goal is to make a positive impact in these sectors. 


FCP is seeking an analytical, critical and creative thinker with strong financial skills and work ethic, and proven capacity to work and communicate within a team, to support FCP Underwriting.  Additional details on the position are below:


  • Evaluate and underwrite potential transactions from a diverse pipeline of real estate markets and asset types, including commercial, multifamily, land, hospitality, housing, and healthcare.
  • Take the lead on preliminary deal sizing, investment underwriting, investment modeling, general due diligence, review of third-party reports, financial statements, market analysis, etc. and writing investment summaries. 
  • Provide overall deal management and support closings as part of an integrated team.
  • Rigorously analyze and draw appropriate and useful conclusions from market and real estate research, as well as site visits, financial models, published reports, and conversations with colleagues, owners, brokers and borrowers.
  • Review investment packages, financial statements, leases, third party reports, and other pertinent documents and provide perspective on content, results and variances.
  • Prepare and present financial models, initial deal summaries, internal investment committee memos and presentations, using strong computer and financial modeling skills and creativity.
  • Coordinate with sellers, borrowers and attorneys to support transactions and closings.


  • Undergraduate degree.
  • Minimum 1-3 years of commercial real estate lending, mortgage banking, development, acquisitions, brokerage or real estate accounting with proven, direct experience in underwriting real estate.
  • Demonstrated proficiency using Excel to model real estate underwriting and investor returns. 
  • Proficiency in PowerPoint and Argus preferred.
  • Able to write clear and concise investment summaries required.
  • Proven ability to multi-task and prioritize effectively and work successfully and collaboratively within and across teams. 
  • Proactive, entrepreneurial approach with a focus on results.   
  • Willingness to flex work hours across Pacific and Eastern time zones.

Job Functions

  • Acquisitions
  • Financial Analysis
  • Underwriting

Job Sectors

  • Residential
  • Hospitality / Entertainment
  • Healthcare
  • Industrial
  • Retail


2+ to 5 years

This job is no longer active.

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