Senior Investment Associate (Real Estate)

Job Description

Overview:

We are seeking a skilled Senior Investment Associate to oversee a diverse portfolio of investments and drive strategic growth within our organization. This role is designed for a seasoned professional with a strong background in financial analysis and real estate, eager to lead key transactions and foster team development in a fast-paced environment.

Key Duties:

• Oversee the full lifecycle of investment portfolios, from acquisition through to completion, ensuring optimal returns.
• Lead the due diligence process to streamline acquisition and financing closings with efficiency and precision.
• Guide and mentor a team of associates and analysts, fostering a collaborative and high-performing group.
• Spearhead business negotiations for critical milestones, including acquisitions, joint ventures, loan agreements, and branding deals.
• Cultivate and maintain strong relationships with investors, loan officers, and other project stakeholders.
• Deliver compelling presentations and reports during monthly meetings to update leadership and partners.
• Develop investment summaries and offering memorandums for internal executives and external financial collaborators.
• Track project budgets and timelines throughout the development phase to ensure alignment with goals.
• Collaborate with accounting teams to manage loan draws and capital calls on a monthly basis.
• Participate actively in weekly development meetings to align strategies and progress.
• Build and refine financial models, coordinating with accounting, development, sales, and leasing departments.
• Partner with leasing teams for commercial properties and sales teams for condominium projects.
• Perform in-depth analysis of project performance and future projections to inform decision-making.
• Regularly monitor market valuations of existing assets and propose strategies to maximize their value.

Qualifications:

• Bachelor’s degree in Economics, Finance, Real Estate, or a related field; a Master’s degree is a plus.
• 4-6 years of experience in financial analysis and modeling, with a focus on development or real estate private equity.
• Advanced proficiency in Excel and familiarity with financial modeling tools.

Essential Skills:

• Strong analytical skills to evaluate investment opportunities and project outcomes.
• Excellent leadership and communication abilities to manage teams and stakeholders.
• Detail-oriented approach to ensure accuracy in financial reporting and negotiations.
• Ability to multitask and thrive under tight deadlines in a dynamic setting.