Research & Analysis: Conduct independent market and asset research leveraging platforms like Capital IQ, CoStar, and Bloomberg to develop and maintain integrated financial models and databases that drive investment strategy.
Transaction Evaluation: Execute initial quantitative and qualitative assessments of prospective real estate investments, crafting pricing and term recommendations to aid deal sourcing and client presentations.
Underwriting & Due Diligence: Lead end-to-end underwriting processes encompassing financial, credit, and real estate analysis, including site visits and management interviews, to build investment theses and prepare materials for investment committees.
Presentation & Communication: Create concise, data-backed presentations that summarize deal terms, asset performance, and market insights for senior leadership and investment decision makers.
Asset Management Support: Perform ongoing portfolio monitoring and financial reviews of current investments, analyzing tenant performance, risk factors, and returns to support asset management and executive teams in strategic decision making.

Strong Underwriting & Financial Modeling Skills: Deep expertise in 3-statement modeling and levered returns analysis, essential for a PE-style underwriting approach focused on long-term hold strategies.
Experience in Private Equity, Investment Banking, Corporate Development, or Other Relevant Roles: Understanding of operational cash flow dynamics and credit analysis.
Ability to Collaborate Across Investment & Legal Teams: Ability to partner with BD, legal, and asset management teams to underwrite deals and drive them through to close.

Work-life balance: Private equity experience with reasonable hours, WFH Fridays, and top tier benefits.
Opportunity to dive deep into core investment work without the distraction of capital raising, with open growth paths within underwriting, deal BD, or asset management.
Unique asset focus: Invests in experiential real estate like ski resorts, immersive fitness experiences, and entertainment venues, offering a rare underwriting approach that blends PE operational analysis with real estate

Investment Associate

Key skills