Investment Associate

AmCap Incorporated

Investment Associate sourcing, underwriting, and closing retail real estate acquisitions for vertically integrated private investment firm. Supporting capital formation, investor reporting, portfolio analysis, and transaction execution.

Posted 8/5/2026full-timeStamford • Connecticut, New York • 🇺🇸 United StatesJuniorMid-Level💰 $125,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in sourcing, underwriting, and closing retail real estate acquisitions, with strong financial modeling and analytical skills. Proven ability to manage relationships across various stakeholders while preparing detailed investment analyses and reports.

Highest-signal resume keywords

Retail Real Estate AcquisitionFinancial ModelingArgus EnterpriseProject ManagementCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

UnderwritingDeal StructuringDue DiligenceValuation AnalysisInvestment Committee Memoranda

Soft Skills

LeadershipCritical ThinkingInterpersonal SkillsPresentation SkillsAbility to Thrive in Fast-Paced Environment

Tools & Technologies

Microsoft ExcelMicrosoft PowerPointMicrosoft Word

Certifications & Qualifications

Bachelor’s Degree in FinanceMBA

Industry Keywords

Core PlusValue-AddOpportunistic TransactionsInvestor RelationsBroker Relationships

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Minimum of 3 years of successful track record sourcing, underwriting, and closing retail real estate acquisitions
Core Plus, Value-add, or Opportunistic retail transaction exposure is a plus
High proficiency with Argus Enterprise and Microsoft Excel, PowerPoint, and Word
Strong financial modeling, analytical skills, and critical thinking
Strong retail real estate industry network including brokers, owners, investors, lenders, and others
Bachelor’s degree in finance, real estate, economics, or another related field
MBA is a plus
Ability to thrive and lead in a fast-paced environment while working on multiple projects simultaneously
Position may require extended work hours
Ability to move with a sense of urgency
Demonstrated leadership and effective project management skills
Experience managing client/investor, seller, broker, and lender relationships
Strong communication and interpersonal skills
Interest in helping grow an entrepreneurial business
Strong presentation skills
Periodic travel required

Benefits

Comp & perks

Annual performance bonus
Health, Dental, Vision insurance
Life and AD&D insurance
Short Term Disability insurance
Long Term Disability insurance
401(k)
Paid Time Off
Paid Parental Leave
Fertility Reimbursement Program