Investment Associate

Role Overview

• Review new investment opportunities and manage deal pipeline
• Evaluate new investment opportunities and actively manage the acquisition pipeline from initial screening through closing
• Source both marketed and off-market opportunities through broker and owner relationships, industry events, and direct outreach efforts
• Lead market and property research, underwriting, financial modeling, deal structuring, financing coordination, due diligence, and execution
• Review, organize, and assess diligence materials to identify key risks, validate underwriting, and support investment decision-making
• Review and negotiate transaction and operating documents, including LOIs, PSAs, leases, loan agreements, and management agreement
• Prepare investment committee memoranda, valuation analyses, and other decision support materials for presentation to senior leadership.
• Support portfolio-level performance analysis, valuation work, business plan tracking, and strategic asset review across the firm’s investments.
• Prepare investor and internal reporting materials, including quarterly reports, portfolio dashboards, performance summaries, and ad hoc analyses.
• Support capital raising efforts through development of investor materials, portfolio analytics, track record support, and diligence response materials.
• Collaborate across acquisitions, asset management, leasing, property management, operations, finance, and accounting to aggregate information and produce clear, decision-useful work product.
• Periodic travel required in connection with sourcing, diligence, asset review, and transaction execution.

Requirements

• Minimum of 3 years of successful track record sourcing, underwriting and closing retail real estate acquisitions.
• Core Plus/Value-add/Opportunistic retail transaction exposure is a plus
• High proficiency with Argus Enterprise and Microsoft Excel/PowerPoint/Word
• Strong financial modeling, analytical skills and critical thinking
• Strong retail real estate industry network including brokers, owners, investors, lenders, etc.
• Bachelor’s degree in finance, real estate, economics or other related fields; MBA is a plus
• Ability to thrive and lead in a fast-paced environment working on multiple projects simultaneously.
• This position will at times require extended work hours.
• Ability to move with a sense of urgency
• Demonstrated record of leadership and effective project management skills
• Demonstrated experience managing client/investor, seller, broker and lender relationships
• Strong communication and interpersonal skills
• Interest in helping to grow an entrepreneurial business significantly in the coming years
• Cordial and positive person with strong presentation skills.

Benefits

• Health, Dental, Vision insurance
• Life and AD&D
• Short Term Disability and Long Term Disability insurance
• 401(k)
• Paid Time Off
• Paid Parental Leave
• Fertility Reimbursement Program