Sr. Investment Associate/Director

3 weeks ago

Dallas, United States 2020 Foresight Executive Talent Solutions Full time

Company

Our client is a boutique real estate investment and mortgage brokerage firm specializing in direct equity investment opportunities in real estate projects and traditional brokerage services for debt and equity transactions across all asset types. The company has expertise in all real estate types, including retail, multifamily, land, office, industrial, and healthcare, and capital structures, including joint venture equity, mezzanine debt, construction loans, bridge loans, and permanent fixed-rate mortgages.


Location

Dallas, TX


Role

The Senior Investment Associate will work alongside the founder and be responsible for utilizing their knowledge of the market, their relationships, and the brand/resources of the company to arrange real estate financing (including debt and equity) as an intermediary for commercial real estate developers and investors. The Senior Investment Associate will also be responsible for the underwriting and diligence of the company's direct equity investments, with the ability to participate in those investments.


The ideal candidate will have experience identifying, evaluating, structuring, and executing investment transactions, including acquisitions, dispositions, and financing deals across all property types and investment structures. The primary focus will be on originating investment opportunities, building and maintaining client relationships, and providing strategic guidance to ensure the success of real estate investments.


This position is ideal for someone who is passionate about real estate, has an above-average drive, and is hungry to be mentored and learn all facets of real estate investing in an entrepreneurial environment with unlimited earning potential.


Responsibilities

Daily responsibilities include, but are not limited to:

  • The Senior Investment Associate will be responsible for new client development and origination along with structuring and placing debt and equity transactions on behalf of the firm's clients.
  • Developing complex financial cash flow 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.
  • Gathering and evaluating detailed economic, demographic, and real estate market data on deals in the process.
  • Preparing presentations and offering memoranda and financial reports.
  • Reviewing and analyzing legal documents and other materials as part of the due diligence process or as part of ongoing property oversight.
  • Aiding in the preparation of proposals, presentations, and reports.
  • Conducting market research utilizing internal and external resources and self‐generated surveys.
  • Interacting with clients, prospective buyers, and investors.

Qualifications

  • Previous experience with a real estate intermediary (or equivalent) structuring debt and equity transactions.
  • Strong financial/ analytical / modeling skills.
  • Excellent oral and written communication skills.
  • Be an independent worker with a team player attitude.
  • Possesses strong organizational skills.
  • Demonstrate a strong proficiency in financial modeling (using MS Excel) and MS Word.
  • 5 – 10 years of experience in real estate banking, brokerage, or related roles.
  • Strong track record of successfully originating and closing real estate transactions.
  • Extensive industry contacts and a deep understanding of the real estate market.

  • Director Investment Banking

    3 weeks ago

    Dallas, United States Hext Capital Partners LLC Full time

    Hext Capital Partners is seeking an experienced, highly motivated, and talented Managing Director for our growing middle market investment banking practice. Primary responsibilities include originating and leading the execution of M&A advisory and private capital raising transactions. This professional will have strong marketing and relationship skills, and...

  • Director Investment Banking

    7 days ago

    Dallas, United States Hext Capital Partners LLC Full time

    Hext Capital Partners is seeking an experienced, highly motivated, and talented Managing Director for our growing middle market investment banking practice. Primary responsibilities include originating and leading the execution of M&A advisory and private capital raising transactions. This professional will have strong marketing and relationship skills, and...

  • Director Investment Banking

    3 weeks ago

    Dallas, United States Hext Capital Partners LLC Full time

    Hext Capital Partners is seeking an experienced, highly motivated, and talented Managing Director for our growing middle market investment banking practice. Primary responsibilities include originating and leading the execution of M&A advisory and private capital raising transactions. This professional will have strong marketing and relationship skills, and...

  • Director Investment Banking

    5 days ago

    Dallas, United States Hext Capital Partners LLC Full time

    Hext Capital Partners is seeking an experienced, highly motivated, and talented Managing Director for our growing middle market investment banking practice. Primary responsibilities include originating and leading the execution of M&A advisory and private capital raising transactions. This professional will have strong marketing and relationship skills, and...

  • Investment Banking Associate

    4 days ago

    Dallas, United States Selby Jennings Full time

    Title: Investment Banking Associate - Middle Market Location: Dallas, TXInvestment Banking Associate - Middle Market Summary:Our client continues to grow as a leader primarily focused on providing financial and real estate services to institutional and corporate clients engaged in the global financial and commercial real estate sectors. The team is looking...

  • Investment Banking Associate

    5 days ago

    Dallas, United States Selby Jennings Full time

    Title: Investment Banking Associate - Middle Market Location: Dallas, TXInvestment Banking Associate - Middle Market Summary:Our client continues to grow as a leader primarily focused on providing financial and real estate services to institutional and corporate clients engaged in the global financial and commercial real estate sectors. The team is looking...

  • Investment Advisory Associate

    1 month ago

    Dallas, United States International Search Consultants Full time

    Job DescriptionJob DescriptionInvestment Advisory AssociateDallas, TXISCs team of Financial Services Recruiters is partnering with a prominent Wealth Manager (RIA) with offices throughout the U.S. The firm specializes in providing customized investment management and investment advisory services to their clients Ultra-High Net Worth individuals, families,...

  • Investment Associate/Analyst

    2 weeks ago

    Dallas, United States USI Insurance Services Full time

    Investment Associate/Analyst - Entry Level/ Experienced Founded in 2011, RWR Investments is a private investment firm and the management company for a Dallas-based family office. Our team sources, diligences, and manages investments on behalf of and alongside family offices, ultra-high-net-worth individuals, and select institutions. Our goal is to compound...

  • Investment Funds Associate

    4 weeks ago

    Dallas, United States 5 Legal Full time

    Job DescriptionJob DescriptionAm Law top 10 and one of the world's most elite law firms seeks a highly qualified associate to join their Investment Funds practice group.The ideal candidate will have 3-5 years of experience with corporate transactions. Experience in the structuring, formation and management of private equity funds, real estate funds,...

  • Associate, Investment Banking

    4 weeks ago

    Dallas, Texas, United States Selby Jennings Full time

    IB Associate - Middle Market Responsibilities:Facilitating the management of diverse processes such as sell-side M&A, buy-side advisory, and private capital transactions.Developing financial models, offering memoranda, proposals, and written materials for client meetings related to transactions.Conducting research and analyses to support the generation of...

  • Sr Director, Quality Engineering

    4 days ago

    Dallas, United States Signify Health Full time

    Signify Health, LLC, a CVS Health company, is hiring for the following role in Dallas, TX: Sr. Director, Quality Engineering to plan, direct, and coordinate quality engineering (QE) teams and activities supporting the design and delivery of efficient Quality Engineer, Director, Engineer, Quality, Software, Product Development, Technology, Healthcare

  • Investment Associate

    1 month ago

    Dallas, United States Hirewell Full time

    Job ResponsibilitiesDeliver exceptional client service through proactive communication with responsiveness, professionalism and tact.Effectively execute daily cash management and money movement activities including wire transfers, ACH transfers, journals, bill pay and recurring payments.Complete subscription documents for private investment opportunities and...

  • Associate Investment Analyst

    2 weeks ago

    Dallas, United States Workfaithbhm Full time

    Posted on 04/12/2024 Guide Stone - Dallas, TX Company Description Guide Stone Position Description Experience GuideStone! We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and...

  • Associate Investment Analyst

    3 weeks ago

    Dallas, United States GuideStone Financial Full time

    Experience GuideStone! We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship. What We Offer You! We offer employees a generous benefits package, flexible work schedules,...

  • Associate/Senior Associate

    2 weeks ago

    Dallas, United States BG Staffing Inc Full time

    BGSF is representing a private equity client in Dallas/Fort Worth area seeking to hire Associate/Sr Associate within Fund Accounting team. Hybrid work schedule and opportunity to work with dynamic team! Targeting individual with 2-6 years of Fund Accounting experience within an investment firm. Investran experience highly preferred. Must be willing and...

  • Investment Banking Debt Advisory

    3 weeks ago

    Dallas, United States Oppenheimer & Co. Inc. Full time

    Job DescriptionJob DescriptionWho We Are:Oppenheimer & Co. (NYSE: OPY) is a diversified financial services firm, offering a wide range of investment banking, securities, investment management and wealth management capabilities from 92 offices in major financial centers in the United States and with Investment Banking and Trading Desks in London, Hong Kong...

  • Associate Director, Private Equity Accounting

    1 week ago

    Dallas, United States SS&C Technologies Full time

    SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare...

  • Sr. IT Director

    2 weeks ago

    Dallas, United States Prism Health North Texas Full time

    Job DescriptionJob DescriptionOur Core ValuesThe culture at Prism Health North Texas is built on our shared Core Values.  We make hiring, firing, promotion and performance review decisions based on these values and behaviors, so it is important that you also share these Core Values:We are solution seekers.  The organization’s founders found solutions...

  • Associate Director, Private Equity Accounting

    5 days ago

    Dallas, United States SS&C Technologies Full time

    Associate Director, Private Equity AccountingLocation: Dallas, TXGet To Know The Team: Associate Directors on the Private Markets Accounting team manage and lead teams in monitoring client deliverables while developing and executing strategic plans for continued business development.Why You Will Love It Here! Flexibility: Hybrid Work Model & a Business...

  • Associate Director, Private Equity Accounting

    3 weeks ago

    Dallas, United States SS&C Technologies Full time

    Associate Director, Private Equity AccountingLocation: Dallas, TXGet To Know The Team: Associate Directors on the Private Markets Accounting team manage and lead teams in monitoring client deliverables while developing and executing strategic plans for continued business development.Why You Will Love It Here! Flexibility: Hybrid Work Model & a Business...