Investment Associate

Job Description

• Support the evaluation and underwriting of acquisition and development opportunities by performing complex financial analyses, including Argus valuation models and Excel-based pro formas, cash flow projections, sensitivity analyses, and municipal incentive analyses.
• Review and analyze investment offering materials and gather and evaluate economic and market intelligence, including leases and sales comparables, location analytics, and demographic data.
• Support the sourcing of equity and debt capital by preparing detailed financial models, presentations, and other required deliverables for prospective investors and lenders.
• Assist with the preparation of investment committee memos for both internal and third-party review.
• Assist with managing due diligence on potential investments, including the review and analysis of leases, operating information, legal documentation, and other investment-related information, as well as touring properties, engaging with owners, brokers and other key stakeholders, and participating in interviews with tenants and service providers.
• Collaborate with leasing, asset management, property management, accounting, and other internal stakeholders to validate and optimize underwriting assumptions on new opportunities.
• Complete research and other ad-hoc analyses as required.
• Train and facilitate the development of Investments team analysts.

• 2-5 years of work experience in commercial real estate investments, asset management, commercial banking, and/or investment sales with a minimum of 2 years in real estate development or acquisitions. 
• Experience underwriting multiple property types with a preference for retail, mixed-use, office, and/or healthcare. 
• Bachelor's degree 
• Strong financial and analytical skills with advanced proficiency in Argus and Excel, a strong understanding of real estate investment metrics, and experience modeling joint ventures and distribution waterfalls.
• Strong verbal and written communication skills, including a high standard of professionalism and responsiveness with both internal and external stakeholders.
• Ability to work independently and as part of a team with exceptional organizational skills and a strong proficiency with multi-tasking and meeting deadlines in a demanding, fast-paced work environment.
• Solid leadership capabilities with an enthusiastic attitude and confident personality.
• Critical thinking with detail-oriented and creative problem-solving approach.
• Possesses a strong work ethic, integrity, honesty, and drive.