Investment Associate

Company

Our client is a commercial real estate investment company that primarily invests in acquisitions in Texas across a broad spectrum of asset types. The firm’s founders have worked together for over 10 years and have collectively acquired or developed approximately 40 properties totaling $800M of value.

Location

Austin, TX (onsite with occasional hybrid)

Responsibilities

Daily responsibilities include, but are not limited to:

Financial underwriting of acquisitions and dispositions. Developing complex financial cashflow models using MS Excel and Argus covering all aspects of the capital stack (debt, mezzanine, equity, JV partnerships, etc.), including complex equity returns, IRR calculations and waterfalls.

Gather and evaluate detailed economic, demographic, and real estate market data on deals in process.

Prepare presentations, offering memoranda and financial reports.

Review and analyze legal documents and other materials as part of the due diligence process.

Aid in the preparation of proposals, presentations, and reports.

Conduct market research and analysis utilizing internal and external resources, as well as self-generated surveys.

Act as a resource to investors during the closing process, supporting their diligence needs.

Interact with clients, brokers, prospective buyers / sellers and investors.

Take the lead on obtaining estoppels and calculating prorations.

Project Manage internal and external team members ensuring projects meet timelines.

Manage simple projects and assist lead on complex project management.

All other projects as assigned.

Qualifications

3-6 years of experience in real estate banking, brokerage, or related roles.

Bachelor’s degree in economics, finance, or accounting preferred.

Previous experience with a real estate intermediary (or equivalent) structuring both debt and equity transactions.

Strong financial / analytical / modeling skills.

Excellent oral and written communication skills.

Be an independent worker with a team player attitude.

Possess strong organizational skills.

Demonstrate a strong proficiency in financial modeling (using MS Excel) and MS Word.

Skilled in collecting, analyzing, and synthesizing large amounts of market data, facilitating data-based decision-making.

Proactively seeks innovative solutions, avoiding reliance on the status quo.

Embraces curiosity and new perspectives, while sustaining analytical footing.

Extensive industry contacts and a deep understanding of the real estate market.