AmCap Incorporated

Financial Planning and Analysis

• Evaluate new investment opportunities and manage the acquisition pipeline from initial screening through closing
• Source marketed and off-market opportunities through broker and owner relationships, industry events, and direct outreach
• Lead market and property research, underwriting, financial modeling, deal structuring, financing coordination, due diligence, and execution
• Review and assess diligence materials to identify risks, validate underwriting, and support investment decisions
• Review and negotiate transaction and operating documents, including LOIs, PSAs, leases, loan agreements, and management agreements
• Prepare investment committee memoranda, valuation analyses, and decision-support materials for senior leadership
• Support portfolio-level performance analysis, valuation work, business plan tracking, and strategic asset review
• Prepare investor and internal reporting materials, including quarterly reports, portfolio dashboards, performance summaries, and ad hoc analyses
• Support capital raising through investor materials, portfolio analytics, track record support, and diligence response materials
• Collaborate across acquisitions, asset management, leasing, property management, operations, finance, and accounting
• Travel periodically for sourcing, diligence, asset review, and transaction execution

Investment Associate