Job Description

The Sr. Associate, Investment Management will report to the Head of Portfolio Management and is responsible for the following job duties:

Essential Job Duties and Responsibilities

  • Create valuation and cash flow models to facilitate the investment process.
  • Create Investment Committee packages to be presented to the investment committee.
  • Identify and articulate risks related to investments.
  • Provide expertise on all aspects of financial modeling, including but not limited to, property level analysis, loan cash flows, waterfall modelling and structured metrics.
  • Assist in the preparation of client deliverables including pitch materials and information requests.
  • Lead, mentor, and guide team of junior Investment Analysts.
  • Track economic and performance indicators for new acquisitions.

Education and/or Experience:

  • Minimum 4-year college degree in business, finance or other investment-related field.
  • Minimum 3-7 years of financial modeling experience, within commercial real estate.
  • Multifamily experience is a plus.

Skills/Specialized Knowledge

  • Expert knowledge of MS Office, especially MS Excel
  • VBA expertise highly preferred
  • Strong interpersonal and listening skills
  • Ability to communicate effectively with senior management succinctly
  • Self starter and can-do attitude

Other Requirements

  • Must maintain professional appearance.
  • Ability to be at work on a regular and consistent basis
  • Limited travel required.

Physical and Mental Demands

This position will spend long hours sitting and using office equipment and computers. The position may also entail light lifting of supplies and materials occasionally, up to and including 20 pounds in addition to reaching, stooping, standing, and walking. This position requires the ability to talk, hear, compare, compute, compile, copy, analyze, coordinate, synthesize, negotiate and communicate. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Application Instructions

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