Senior Investment Associate
4 weeks ago
The University of California, Office of the President, is seeking a highly skilled Senior Investment Associate to join its Real Estate Team. As a key member of the team, you will be responsible for supporting the execution of primary and secondary fund commitments, co-investments, and direct investments on a global basis.
The ideal candidate will have strong quantitative skills, excellent communication skills, and the ability to apply business/investment judgement when some data points are not provided. Prior professional experience in consulting, corporate development, investment banking, and/or Real Estate is preferred.
Key Responsibilities:
- Oversee a portfolio of general partner relationships, including reviewing quarterly reporting, producing bi-annual monitoring reports, and attending annual meetings.
- Analyze and conduct due diligence on primary funds and co-investments, including leading underwriting efforts and performing quantitative analysis.
- Build and develop a database of funds and portfolio companies to support comparable analysis and provide market intelligence.
- Develop a network with peer professionals from the GP, LP, and service provider communities.
Requirements:
- Bachelor's degree in a related area and a minimum of five (5) years of applicable work experience and/or equivalent experience/training.
- Strong financial modeling skills and fluency in understanding financial statements and models.
- Working knowledge of Limited Partner legal agreements and key economic terms that impact investments.
What We Offer:
- A competitive salary range of $165,000 - $190,000.
- A comprehensive benefits package, including health, dental, and vision insurance, retirement savings, and paid time off.
- The opportunity to work with a dynamic team and contribute to the success of the University of California, Office of the President.
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