Investment Associate
Core
Senior investment associate executing financial modeling, research, and presentations for student living real estate transactions and portfolio management.
Role type
Senior IC investment associate (commercial real estate)
Builds
Investment models, due diligence reports, and portfolio performance analyses for student living assets
Domain
Commercial real estate / Student housing
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Advanced financial modeling, Microsoft Excel, commercial real estate fundamentals, transaction due diligence, data analysis, stakeholder communication
Preferred skills
None stated
Technologies
Microsoft Excel, PowerPoint, Word
Responsibilities
Prepare and review financial models for origination opportunities; Gather and evaluate economic and macro fundamental data; Conduct transaction due diligence; Mentor junior analysts on financial modeling and procedures
Seniority
Senior, hands-on IC