Investment Associate
Core
Lead end-to-end underwriting, structuring, and execution for real estate acquisitions and ground-up development, focusing on affordable rental communities.
Role type
Investment Associate (Real Estate Private Equity/Development)
Builds
Institutional-quality multi-unit residential communities (affordable rental focus)
Domain
Real Estate Development & Investment
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Development underwriting, financial modeling (from scratch), CTD/CTC reforecasting, debt sizing, joint venture structuring, market research, sensitivity analysis, AI tool integration
Preferred skills
Multifamily experience, CAIA/CFA designation
Technologies
Excel, AI tools
Responsibilities
Lead financial modeling and underwriting for acquisitions and development; manage deal pipeline and preliminary screens; conduct third-party due diligence; structure joint venture waterfalls; own cost-to-date and cost-to-complete model updates; partner on capital raising and LP fundraising; lead debt raising and financing workstreams; run scenario analyses; author Investment Committee memos; conduct market research; partner with development teams to validate assumptions; contribute to underwriting standards.
Seniority
Mid-level (3-6 years experience), hands-on IC