Associate, Real Estate Advisory

Job Description

Associate – Kaufman Hall, Real Estate Advisory

The Organization

We help society’s foundational institutions—healthcare and higher education—to achieve their full potential in service to others.

We are our clients’ trusted partners in ever-changing times. For more than 30 years, Kaufman Hall has provided independent, objective insights grounded in sound data and analysis to help clients fulfill their missions, achieve their goals, and tackle their toughest problems.

Kaufman Hall provides world-class management consulting in strategic financial planning (a concept we created); performance improvement; partnerships, mergers, and acquisitions; treasury and capital markets and real estate advisory.  Kaufman Hall’s consulting is supported by a deep foundation of benchmarking and software tools.

At Kaufman Hall, we believe that sustained success is never an accident. It is the result of sound decision making, based on data-driven analysis and disciplined thinking, and guided by the fundamental principles of corporate finance.

Real Estate Advisory Services

With broad expertise in real estate capital advisory focused on niche asset classes (healthcare, senior housing and higher education), we provide best-in-class institutional transactional solutions. These include investment sales, capital raising (debt and equity), and development funding as well as strategic real estate consulting services.  We have completed over $14 billion in assignments across the United States.  We serve a diverse client base, which includes many of the nation’s largest non-profit and for-profit owners, operators, developers and users of real estate.  We are committed to fostering a firm culture rooted in entrepreneurial spirit, intellectual curiosity and creativity, analytical rigor, and honest and independent advice.  

The Position

Our Associate role offers a unique opportunity for professionals to play a meaningful role in our real estate advisory practice, while gaining hands-on experience. Associates play an integral role in supporting leadership with research, analysis and execution of transactional real estate assignments for leading public and private institutional investors, real estate developers, healthcare systems, and academic institutions. 

• Assignments are typically in excess of $50,000,000 and are located throughout the country.  
• The Associate will be heavily involved throughout each phase of the deal process, including business development research, financial analysis of potential transactions, and monitoring the due diligence / closing process.
• Day-to-day tasks will involve extensive research and document review, creation of marketing materials and analysis using Word, Excel, Argus, PowerPoint, and managing multiple internal deliverables simultaneously.  
• The position will be increasingly client facing as the Associate displays appropriate professional growth.

Qualifications

• Bachelor’s Degree with strong academic record
• Education background in real estate, finance, economics or mathematics are preferred
• Highly motivated, confident and passionate
• Superb communication, interpersonal and presentation skills
• Proven ability to work independently and meet strict deadlines
• Excellent quantitative and financial modeling skills
• Superior attention to detail
• Ideal candidates will have the ability to adapt, manage projects independently, and assume a high level of responsibility as a productive member of the team
• Ability to multitask and work under pressure
• Ability to work independently and function within a team
• Proficiency in Excel, Word and PowerPoint
• Proficiency in Argus Enterprise
• Current permanent US work authorization required
• Preference given to prior experience with general office, medical office or healthcare real estate
• Preference given to prior employment at real estate firm (investment, advisory, brokerage)

Education - Bachelor’s degree required

Physical Requirements 

Must be able to perform essential duties satisfactorily with reasonable accommodations.

Work is generally done sitting, talking, hearing and typing. Visual acuity to use a keyboard, prepare and analyze data and figures; transcribing, viewing a computer terminal; extensive reading.

Work Environment 

• Travel Required:  Amount of travel will vary by projects
• Position Location - 2506 Florida Ave. West Palm Beach, FL 33401
• Work is regularly performed in a combination of home office and client settings and routinely uses standard office equipment.
• It may require the maintenance of a home office and proximity to an airport for work related travel.

Kaufman Hall is committed to providing equal opportunity for all employees and applicants. We recruit, hire, train, promote, pay, and administer all employment actions without regard to actual and also perceived or assumed protected group status as defined by law of an individual or that individual’s associates or relatives. Our policies and the law prohibit employment discrimination against any employee or applicant on the basis of any legally protected status.