Investment Associate

2 weeks ago

West Palm Beach FL United States SROA Capital Full time

About the Company - Become the newest member of our exciting team at SROA Capital as we redefine self-storage SROA Capital is a vertically integrated private equity real estate and technology platform. Our success is driven by a focused strategy of investing in self-storage on behalf of our principals and partners under the brand Storage Rentals of America. Currently, our portfolio comprises over 667 self-storage facilities totaling over 22 million square feet. At SROA, we offer a career and opportunity to grow. We strongly believe in growing our talent and promoting within. We are proud to be honored as one of the TOP WORKPLACES of South Florida by the Sun Sentinel.



About the Role - The Investment Associate will be responsible for performing all aspects of underwriting and due diligence for real estate transactions.



Responsibilities


  • Prepares underwriting of commercial real estate properties based on historical financial statements, projections, and market standards to determine a projected income, value, and loan amount.
  • Models in-place and prospective portfolio performance including investor returns (promotes, waterfalls, and catchups).
  • Assists with all due diligence relating to new investments.
  • Gathers site, neighborhood, and city data including demographics, sales and rent comparables, absorption surveys and occupancy studies.
  • Prepare investment memos to be presented to lenders and investment committees.
  • Provides loan closing coordination including collecting due diligence items, reading third party reports, coordinating with all parties including borrowers, lenders, and legal counsels, and acting as liaison with the servicing department.
  • Monitors and analyzes the financial performance of the portfolio and individual properties.
  • Prepares investment reports in compliance with company guidelines and investor requirements. These reports include analysis of the borrower, property, underwriting, valuation, location, market, leases/rent roll, photographs, aerials, maps, etc.
  • Assists with financing and disposition transactions.
  • Other duties and projects that support the department’s goals.



Qualifications


  • Bachelor’s degree, preferably with a major in Real Estate, Finance, or Accounting.
  • Three to five years of related experience, Commercial Real Estate experience preferred.
  • Ability to interpret and review purchase agreements, closing statements, appraisals, tax forms, surveys, lease agreements, and title documentation.
  • Demonstrated analytical skills and underwriting related experience, preferably with all commercial property types.
  • Strong computer knowledge and skills including in-depth expert knowledge of Microsoft Office (Excel, Word, & PowerPoint).
  • Ability to prioritize and multi-task in a fast-paced environment to meet deadlines.
  • Ability to handle confidential information in a discreet, professional manner.
  • Eye for detail, accuracy is imperative.
  • Ability to be an effective team member and display initiative.
  • Excellent verbal and written communication skills
  • Ability to work long hours, including some nights and weekends.





Pay range and compensation package - Competitive pay with bonus potential Zayzoon – on demand pay option 100% paid medical options for employee only coverage Dental and vision plans for optimal care Eight (8) paid holidays Generous Paid Time Off (PTO) to recharge and relax, increasing with years of service Paid Maternity and Parental Leave for growing families 401(k) with a substantial employer match and 100% immediate vesting Flexible Spending Accounts (FSA), Health Savings Accounts (HSA), and Dependent Care Flexible Spending Accounts (DCFSA) for tax-advantaged savings GAP Insurance for added financial protection Employer-paid Life Insurance and Long-Term Disability (LTD) coverage Storage Discounts to help you declutter and organize Access to Voluntary Benefits for personalized coverage Learning and development opportunities to maximize your potential, empowering you to excel in your career Experience a great culture that values collaboration, innovation, and inclusivity



Equal Opportunity Statement - SROA is an Equal Opportunity employer and uses the federal government E-Verify system to verify employment eligibility.

  • Investment Associate

    4 weeks ago

    West Palm Beach, Florida, United States Storage Rentals of America Full time

    Job SummaryStorage Rentals of America is seeking a highly skilled Investment Associate to join our team. As a key member of our investment team, you will be responsible for performing all aspects of underwriting and due diligence for real estate transactions.Key ResponsibilitiesPrepare underwriting of commercial real estate properties based on historical...

  • Investment Associate

    4 weeks ago

    West Palm Beach, United States SROA Capital Full time

    About the Company - Become the newest member of our exciting team at SROA Capital as we redefine self-storage! SROA Capital is a vertically integrated private equity real estate and technology platform. Our success is driven by a focused strategy of investing in self-storage on behalf of our principals and partners under the brand Storage Rentals of America....

  • Investment Associate

    4 weeks ago

    West Palm Beach, United States SROA Capital Full time

    About the Company - Become the newest member of our exciting team at SROA Capital as we redefine self-storage! SROA Capital is a vertically integrated private equity real estate and technology platform. Our success is driven by a focused strategy of investing in self-storage on behalf of our principals and partners under the brand Storage Rentals of America....

  • Investment Associate

    4 weeks ago

    West Palm Beach, United States SROA Capital Full time

    About the Company - Become the newest member of our exciting team at SROA Capital as we redefine self-storage! SROA Capital is a vertically integrated private equity real estate and technology platform. Our success is driven by a focused strategy of investing in self-storage on behalf of our principals and partners under the brand Storage Rentals of America....

  • Investment Associate

    4 weeks ago

    palm beach, United States SROA Capital Full time

    About the Company - Become the newest member of our exciting team at SROA Capital as we redefine self-storage! SROA Capital is a vertically integrated private equity real estate and technology platform. Our success is driven by a focused strategy of investing in self-storage on behalf of our principals and partners under the brand Storage Rentals of America....

  • Investment Associate

    4 weeks ago

    palm beach, United States SROA Capital Full time

    About the Company - Become the newest member of our exciting team at SROA Capital as we redefine self-storage! SROA Capital is a vertically integrated private equity real estate and technology platform. Our success is driven by a focused strategy of investing in self-storage on behalf of our principals and partners under the brand Storage Rentals of America....

  • Investment Associate

    1 week ago

    Miami, FL, United States Starlight Ventures Full time

    Starlight Ventures is seeking a driven and intellectually curious Investment Associate to join our dynamic team. This role offers the opportunity to become an impactful early-stage venture investor, where you'll be instrumental in identifying, evaluating, and executing investments in cutting-edge companies that are reshaping industries.You’ll be working...

  • Investment Banking Associate

    2 weeks ago

    Tampa, FL, United States Selby Jennings Full time

    Title: Investment Banking Associate Company Summary: We are currently partnered with an Elite Boutique/Upper MM Investment Bank based out of Tampa, FL looking to add on an Associate to their growing team. This team is led by the top Managing Directors in the country in their respective space. The Investment Banking Associate will have the opportunity to work...

  • Private Credit Investment Analyst

    4 weeks ago

    West Palm Beach, Florida, United States Selby Jennings Full time

    Private Credit Analyst or Associate OpportunityA leading private investment firm with over $10B AUM is seeking a Private Credit Analyst or Associate to join the team in West Palm Beach, FL. The successful candidate will be responsible for evaluating new investment opportunities, structuring and executing private investments, and managing new and existing...

  • Associate - Investments

    1 week ago

    Annapolis, MD, United States Builder Capital Full time

    Company Info:Builder Capital is a privately held investment management firm focused on residential land investments in growth markets across the U.S. Since inception in 2015, Builder Capital has acquired and managed over $500 million of land development projects. The Associate - Investments position for Builder Capital will be responsible for providing...

  • Real Estate Investment Analyst

    3 weeks ago

    West Palm Beach, Florida, United States SROA Capital Full time

    About SROA CapitalSROA Capital is a vertically integrated private equity real estate and technology platform. Our success is driven by a focused strategy of investing in self-storage on behalf of our principals and partners under the brand Storage Rentals of America. Currently, our portfolio comprises over 667 self-storage facilities totaling over 22 million...

  • Investment Associate

    2 weeks ago

    Boston, MA, United States Search BizAthletes Full time

    Investment Associate - Private Credit - Investment Management FirmCOMPENSATION/PERKS:$125k - $175k Salary (Depending on Years of Experience)$250k+ in Total Earnings including Salary & Company Bonus3 Hours of Flextime Per WeekPrivate Gym in OfficePrivate Trainer in OfficePrivate Massage Therapist in OfficeHybrid work - Monday - Thursday In-Office & Friday...

  • Associate, Alternative Investments

    3 weeks ago

    , MA, United States Franklin Templeton Full time

    About the RoleThe Associate, Alternative Investments plays a key role within the Franklin Templeton Alternative Sales organization by helping to drive sales and build relationships with Financial Professionals selling Franklin Templeton Alternative Investment products.As a partner to a Director, Alternatives Investments, the Associate, Alternative...

  • Private Equity Investment Specialist

    4 weeks ago

    Palm Beach, Florida, United States Selby Jennings Full time

    About Selby Jennings:Selby Jennings is a leading global recruitment agency specializing in finance and banking professionals. Our team of experts provides tailored solutions to clients and candidates alike, ensuring a seamless and successful recruitment process.Job Summary:We are seeking a highly skilled and detail-oriented Private Equity Associate to join...

  • Investment Associate

    2 weeks ago

    New York, NY, United States PermCap Full time

    About PermCap Investment OfficePermCap is a $4.5bn multi-family office and endowment manager. The firm was founded in 2011 and employs 15 people full-time with offices in New York City and Charleston, South Carolina. Position PermCap is seeking an Investment Associate with RIA, Outsourced CIO, PWM, Endowment, or Family Office experience to support the...

  • Investment Associate

    2 weeks ago

    Palo Alto, CA, United States NTTVC Full time

    Who we are:NTTVC is an independent, returns-driven venture capital founded in partnership with NTT, a global Fortune 100 technology service provider. We are a team of builders who have been involved with companies from inception through IPO. With our $500M fund, we invest broadly across the future of enterprise technology, digital health with an emphasis on...

  • Investment Banking Associate

    2 weeks ago

    Cleveland, OH, United States EGIS Careers Full time

    Investment Banking AssociateSeeking an experienced Associate living in Cleveland or in the mid-west with an interest in relocating to Cleveland to join an award-winning middle-market investment bank. What we look for:Key competencies and skillsComprehensive knowledge of accounting practices and the capability to conduct detailed financial analysesProficiency...

  • Investment Operations Associate

    1 week ago

    Houston, TX, United States CAZ Investments Full time

    CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding excellent opportunities to invest our personal money and then providing the ability for our global network of investors to co-invest with us. We exist to provide Exclusive Access to...

  • Senior Associate

    2 weeks ago

    Philadelphia, PA, United States Corten Real Estate Full time

    OverviewCorten is recruiting a Senior Associate who will support all aspects of the firm’s investment and portfolio management processes, from initial deal sourcing through asset disposition. Development of marketing and reporting presentations, as well as the completion of other special projects required for strategic or marketing purposes will also be...

  • Investment Banking Associate

    2 weeks ago

    Greenwich, CT, United States Burnham Sterling Full time

    Seeking three experienced investment banking associates* for full-time in person position at highly-successful boutique investment banking firm in expansion mode in Greenwich, Connecticut. The firm specializes in asset finance for corporate clients with >$40 billion in annual revenue and has recently expanded into renewable energy. Min. of 3-years of...