Vice President, Sales
Procurement Sciences AI
Senior Investment Associate
Culdesac
full-time
Posted on:
Origin: • 🇺🇸 United States • Arizona
Visit company websiteJob Level
Senior
About the role
- Maintain and expand financial infrastructure and investment processes to support scaling of real estate strategy.
- Support analysis of existing and potential locations, outreach, design, and planning for Culdesac projects.
- Build and maintain custom pro forma underwriting models and evaluate financing alternatives.
- Conduct due diligence on land acquisition opportunities and lead deals from cradle to grave.
- Organize preparation and review of quarterly financial statements, budgets, forecasts, and investor/partner/lender reports.
- Support creation of quarterly board documents, presentations, and pitch decks for projects and stakeholders.
- Monitor cash flow, distributions, and returns; ensure assets adhere to operating/capital budgets and agreements.
- Manage timelines and deadlines for transactions and capital raises; identify and resolve issues impacting closings or capital flow.
- Review legal documents, work with counsel on negotiations, support transaction closings and title process, and build familiarity with zoning and entitlement processes.
- Report to the Chief Investment Officer and collaborate with CEO, cross-functional teams, investment partners, lenders, and stakeholders.
Requirements
- At least 4-6 years of relevant experience (expects most candidates to need at least 4-6 years).
- Conduct due diligence on land acquisition opportunities.
- Build and maintain custom pro forma underwriting models.
- Evaluate financing alternatives and understand what “makes a deal work.”
- Lead a deal from cradle to grave.
- Organize the preparation and review of quarterly financial statements, annual budgets, and forecasts.
- Review market analyses, real estate tax forecasts, and disposition strategies.
- Prepare and review recurring investor, partner, and lender reports.
- Support creation of quarterly board documents, presentations, and pitch decks.
- Monitor cash flow, distributions, and returns of existing projects.
- Ensure adherence to operating and capital budgets and communicate variances/risks.
- Ensure assets operate in line with management agreements, JV agreements, and loan documents.
- Manage critical timelines and deadlines for transactions and capital raises.
- Identify and proactively resolve issues that could affect closing or capital flow.
- Review legal documents and work with counsel to negotiate key deal terms.
- Support transaction closings, including the title process, and build familiarity with zoning and entitlement processes.
