Investment Associate
^exponent
full-time
Posted on:
Location Type: Hybrid
Location: Kansas City • Kansas, Montana • 🇺🇸 United States
Visit company websiteSalary
💰 $125,000 - $155,000 per year
Job Level
JuniorMid-Level
About the role
- Research & Analysis: Conduct independent market and asset research leveraging platforms like Capital IQ, CoStar, and Bloomberg to develop and maintain integrated financial models and databases that drive investment strategy.
- Transaction Evaluation: Execute initial quantitative and qualitative assessments of prospective real estate investments, crafting pricing and term recommendations to aid deal sourcing and client presentations.
- Underwriting & Due Diligence: Lead end-to-end underwriting processes encompassing financial, credit, and real estate analysis, including site visits and management interviews, to build investment theses and prepare materials for investment committees.
- Presentation & Communication: Create concise, data-backed presentations that summarize deal terms, asset performance, and market insights for senior leadership and investment decision makers.
- Asset Management Support: Perform ongoing portfolio monitoring and financial reviews of current investments, analyzing tenant performance, risk factors, and returns to support asset management and executive teams in strategic decision making.
Requirements
- Strong Underwriting & Financial Modeling Skills: Deep expertise in 3-statement modeling and levered returns analysis, essential for a PE-style underwriting approach focused on unique real estate assets with long-term hold strategies.
- Experience in Private Equity, Investment Banking, Corporate Development, or Other Relevant Roles: Understanding of operational cash flow dynamics and credit analysis specific to leisure and entertainment real estate with triple net leases, aligning with the portfolio’s niche focus.
- Ability to Collaborate Across Investment & Legal Teams: Proven track record partnering with BD, legal, and asset management teams to underwrite deals and drive them through to close, emphasizing strong cross-functional communication and teamwork.
Benefits
- Work-life balance: Private equity experience with reasonable hours, WFH Fridays, and top tier benefits.
- Opportunity to dive deep into core investment work without the distraction of capital raising, with clear paths into underwriting, deal BD, or asset management.
- Unique asset focus: Invests in experiential real estate like theaters, ski resorts, and entertainment venues, offering a rare underwriting approach that blends PE operational analysis with real estate.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial modeling3-statement modelinglevered returns analysisunderwritingreal estate analysisquantitative assessmentqualitative assessmentportfolio monitoringfinancial reviewsdata analysis
Soft skills
collaborationcommunicationteamworkpresentation skillsanalytical thinkingstrategic decision makinginterpersonal skillsleadershipproblem-solvingattention to detail