Senior Associate

1 month ago

San Diego, United States Real Estate Advisory Company Full time

Senior Advisory Associate

Location: Onsite in Las Vegas - typical work hours ~60hrs a week including some work on Saturdays - This role is being posted in San Diego to attract talent with an interest/connection to Las Vegas

Company: CFO/CIO Real Estate Advisory Firm

About Us

We are a fast-growing CFO/CIO advisory firm specializing in driving long-term value creation for high-quality companies. Acting as advisor or acting Chief Financial Officer (CFO) / Chief Investment Officer (CIO), our team delivers financial and strategic leadership across industries, with a focus on middle-market real estate. In the past two years, we have advised on over $1B in transactions, showcasing our private equity and investment banking expertise.

If you have a background in investment banking, private equity, or real estate, and are passionate about financial modeling, strategic advisory, and transaction support, we invite you to join us as a

Senior Real Estate Advisory Associate.

About the Position:

As a Senior Associate, you will be driving and supporting the company's activities across multiple developer clients with exposure to the full value chain of the commercial real estate strategy and finance.

Your role will involve quantitative responsibilities including underwriting new acquisition and development opportunities, FP&A, investor reporting, portfolio analysis, due diligence, and assisting in the capital raising process.

Your qualitative responsibilities will include supporting senior team members with client, investor, lender, and meetings. This will evolve into an ongoing cultivation of industry relationships. Provide leadership, mentorship, guidance for the junior team, setting a positive example that aligns with the company’s values, culture, and goals. You will report directly to key principals of the firm.

The Senior Associate will play a critical role in shaping the future of the company and an opportunity to impact the Platform more broadly.

Qualifications:

  • A bachelor's degree in business, real estate, finance, or a related field is preferred.
  • Excellent excel skills including modeling and ad-hock analysis.
  • Demonstrable understanding and practical use experience of general finance and accounting concepts
  • 3+ years of experience in the commercial real estate industry
  • Underwriting and structuring experience in commercial real estate.
  • Proven ability to take on responsibility for transaction underwriting and asset management.
  • Experience in transactional processes including working with third parties, key documentation, diligence items and process management.
  • Ability to teach and manage junior resources while also being able to step in and execute.
  • Excellent communication skills.
  • Knowledge of financial products, market dynamics, and risk management.
  • Strategic, critical thinker with a results-oriented mindset.
  • Ability to thrive in a fast-paced and competitive environment.
  • Professional interpersonal skills; strong attention to detail, ability to interact effectively with people.

Why Join Us:

  • Opportunity to be a key member of the growing Company and an opportunity to additionally also impact the Platform
  • Competitive compensation and benefits package with upside tied to performance.
  • Culture that empowers taking on new challenges with the support of the Platform.
  • Opportunity to help shape an enduring financial institution in the markets we serve.
  • A platform to be creative, grow professionally, broaden relationships and identify greater business opportunity.
  • No barriers career path within the Platform.
  • A broad learning opportunity.


How to Apply

If you're ready to take the next step in your career and join a firm making a lasting impact, we’d love to hear from you Please submit your resume here.

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