The Investment Associate will function as the
primary execution lead across acquisitions and preferred equity investments. The role sits at the center of the investment process, ensuring all analysis, materials, and workflows are accurate, timely, and decision-ready.
This individual will:
- Manage analysts
- Own underwriting quality
- Lead investment committee materials
- Coordinate deal execution from initial screening through closing
What Makes This Role Unique:
- Direct exposure to senior investment leadership
- Ownership of investment committee materials and deal execution
- Central role in scaling a high-growth multifamily investment platform
- Broad exposure across acquisitions, credit, and capital structuring
- Opportunity to build and institutionalize processes and systems
Key Responsibilities: Underwriting & Quality Control- Oversee all financial modeling and underwriting across acquisitions and preferred equity investments
- Review and validate analyst work, including:
- cash flow models
- rent and expense assumptions
- capital structures and return metrics
- Ensure consistency with firm underwriting standards and investment guardrails
- Run sensitivities, downside scenarios, and risk analysis
Investment Committee & Materials- Lead preparation of all investment committee memoranda and presentations
- Translate complex analysis into clear, decision-ready materials
- Ensure all assumptions are well-supported and defensible
- Coordinate internal review and revisions prior to IC
Deal Flow Management- Manage pipeline across acquisitions and credit investments
- Track all active deals, timelines, and key milestones
- Coordinate across originators, analysts, and third parties
- Ensure deals move efficiently from screening through closing
Analyst Oversight & Development- Directly manage and mentor analysts
- Assign workload and enforce timelines
- Maintain quality control across all work product
- Train analysts on underwriting standards and investment framework
Ad Hoc Analysis & Strategic Work- Conduct deep dives on:
- markets and submarkets
- supply and demand dynamics
- portfolio performance
- capital structure strategies
- Support senior leadership on strategy, investor materials, and new initiatives
Transaction Execution- Support all phases of deal execution, including:
- due diligence coordination
- lender and partner interactions
- closing processes
What Success Looks Like- All deals are fully underwritten, accurate, and IC-ready without rework
- Investment materials are clear, concise, and decision-driven
- Analysts are efficient, productive, and well-managed
- Deal flow moves quickly with no breakdowns
- Senior leadership can rely on this role as a single point of execution control
Requirements- Bachelor's Degree in Finance, Economics, Accounting, Business or related field.
- You have at three-seven years of experience in multifamily real estate finance, specifically real estate private equity, multifamily acquisitions, real estate investment banking and credit/preferred equity investing.
- You have at least three years of experience underwriting multifamily acquisitions.
- Strong understanding of: IRR, equity multiples, and yield metrics, multifamily operating fundamentals and capital structures (debt and equity).
- Experience preparing investment committee materials
- You have advanced computer skills; including Word, Excel and Adobe Acrobat.
- You have excellent interpersonal and communication skills.
- You have high accountability, an extreme attention to detail, problem solving ability, and ability to operate with urgency.
BenefitsCompetitive Salary- The salary for this position will be determined based on the candidate's total relevant experience. Relevant experience would be 3-7 years underwriting multifamily acquisitions.
Performance Bonuses- Our corporate team participates in performance-based bonuses.
Paid Time Off- Unlimited DTO starting upon hire.
Mentorship- Work with an experienced team of multifamily investment professionals.
Holiday Pay- 10 full paid holiday.
Paid Volunteer Hours- 8 hours of paid volunteer time you can use throughout the year.
Housing Discounts- 25% off rent available for all employees off any unit.
Comprehensive Insurance Benefits- Medical PPO, HDHP, FSA, HSA with employer match
Dental, Vision, STD, & LTD.
Retirement Plan- 401K with a 25% company match up to 6%.
Travel & Personal Discounts- Company rate National/Enterprise rental cars for leisure travel, plus additional discounts with Verizon (18% discount) and Expedia (10% discount).
Certification Reimbursement- Full reimbursement for approved industry related certifications, including CAM, CPO, EPA, and more!
Tech Forward & Transparent Culture- Innovative internal software to make your job easier!
Cultural Appeal- We run on transparency and healthy debate (No Fear of Conflict); you are encouraged to appeal and share what is not working well. Your voice truly matters!
