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Investment Associate

2 months ago

Dallas, United States Culver Investment Partners Full time

Investment Associate or Assistant Vice President - Multifamily


Job Summary:


Culver Investment Partners (“CIP”) is seeking a 4-7+ year experienced Associate or Assistant Vice President, who will be based in Dallas, TX. The role provides the candidate with the opportunity to be involved all facets of the multifamily operating and investment business from acquisitions, asset management, investor relations and accounting. The role will be split between all functions and will provide the candidate the opportunity to be part of a growing multifamily owner / operator. The position will work closely with senior leadership to monitor and manage asset strategy, perform property-level due diligence, underwrite acquisition opportunities, review monthly financials, review and approve annual budgets, track capital expenditures, and track key performance indicators. The candidate will work closely with acquisitions, property management, and construction management during the life cycle of each real estate investment. Other job functions include accounting assistance, investor reporting, quarterly valuations, due diligence, assisting with closings, and setting annual goals.


This position provides the candidate to participate in promote / carried interest in all opportunities.


Duties and Responsibilities:


Acquisitions:

  • Perform property and entity level underwriting for multifamily opportunities across Texas, Georgia, Carolina, Arizona and other select markets by analyzing rent rolls, financial statements, comparable information and other property level information
  • Communicate with partners, investment sales brokers, property management, construction management and vendors
  • Conduct property tours and shop comparable properties for targeted properties
  • Put together investment summaries for new acquisition opportunities
  • Communicate with investors on new joint venture opportunities
  • Coordinate and lead due diligence team for newly acquired assets


Asset Management & Construction Management:

  • Review and analyze monthly financial reports including actual vs budget analysis, income statements, balance sheets, cash flow statements, and delinquency reports
  • Review interior and exterior improvement plans and compare to budget
  • Communicate with property level staff to understand current property operations and current budget variances
  • Perform and document on-site property inspections and make recommendations to senior management and property staff
  • Monitor asset strategies with senior management and provide project management assistance
  • Develop and distribute asset management reports
  • Create process documentation and build systems for recurring projects


Accounting and Investor Reporting

  • Forecast cash requirements and communicate future cash outflows with fund accounting
  • Monitor and administer loan covenants including reserve/loan draws, monthly escrows, and provide lenders financial information as required
  • Forecast property distributions and communicate variances to fund accounting
  • Perform monthly and quarterly investor reporting
  • Other ad-hoc accounting and investor reporting assistance


Qualifications:


  • Bachelor’s degree (business, accounting or finance preferred)
  • 4 - 7+ years of prior experience in acquisitions, asset management, portfolio management or real estate accounting roles involving multifamily or commercial real estate
  • Proficient in Microsoft Office specifically Excel, PowerPoint and Word
  • Strong interpersonal, written and verbal communication skills; strong analytical skills with ability to learn quickly; ability to work on a team and independently and manage multiple priorities
  • Strong understanding of and ability to model capital structures, including common equity, sub-debt / equity and senior debt
  • Accounting background preferred
  • Willing to travel as needed