Real Estate Investment Associate

2 days ago


new york city, United States Coda Search│Staffing Full time

We are currently partnered with a $12B Global Real Estate Platform looking to bring on a Real Estate Investment Associate to join their team in NYC. The specializes in both equity and debt investments across commercial real estate markets globally, with a diversified portfolio that includes office, industrial, multifamily, and retail properties.


The Real Estate Investment Associate will be a critical member of the real estate investment team, contributing to both equity and debt investment strategies. This role offers exposure to a wide range of asset classes and geographic markets. The Associate will work across the investment lifecycle, from origination to acquisitions and asset management, with a focus on maximizing the performance of real estate investments.


Key Responsibilities:

Origination & Deal Sourcing:

  • Assist in sourcing and evaluating new real estate investment opportunities in both equity and debt across various sectors.
  • Develop and maintain relationships with brokers, lenders, and industry contacts to identify potential deals.
  • Analyze market trends and identify strategic opportunities for investment.

Acquisitions & Underwriting:

  • Conduct comprehensive financial analysis and due diligence on potential acquisitions, including cash flow modeling, sensitivity analysis, and risk assessments.
  • Assist in preparing investment committee presentations, including detailed investment memos and supporting documentation.
  • Collaborate with senior team members to negotiate terms and structure of transactions.

Asset Management:

  • Monitor and manage the performance of existing assets in the portfolio, both equity and debt investments.
  • Work closely with property managers and leasing agents to optimize asset performance through leasing, capital expenditure, and disposition strategies.
  • Track financial performance, prepare reports for internal and external stakeholders, and recommend strategies for value enhancement.

Debt Investments:

  • Participate in evaluating and structuring real estate debt investments, including senior and mezzanine loans.
  • Assess the creditworthiness of borrowers and the strength of collateral underlying the debt.
  • Monitor debt investments for performance, covenant compliance, and market trends.

Market Research & Strategy:

  • Conduct research on real estate markets, including competitive analysis, cap rate trends, and macroeconomic factors.
  • Assist in developing investment strategies to align with market conditions and the firm’s risk/return objectives.
  • Provide ongoing support for the investment strategy team in analyzing market opportunities and risks.


Requirements:

  • 1-4 years of experience in real estate investments, with exposure to both equity and debt transactions.
  • Bachelor's degree in Finance, Economics, Real Estate, or related field. CFA, MBA, or MSRE preferred but not required.
  • Strong financial modeling and analytical skills, with a solid understanding of real estate financial analysis.
  • Experience with real estate transaction underwriting, due diligence, and market analysis.
  • Excellent written and verbal communication skills; ability to prepare and present investment memos and reports.
  • Strong organizational skills, ability to manage multiple projects simultaneously and meet deadlines.
  • Familiarity with Argus, Excel, and other real estate financial software is a plus.


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