Debt/Equity Asset Management Associate (Dallas or LA)
Title: Asset Management Associate
Location: Dallas or Los Angeles
Overview:
Our client is a leading real estate investment platform seeking an Asset Management Associate to support a diversified portfolio of debt and equity investments across multiple property types nationwide. This individual will play a key role in both asset management and portfolio management functions, working closely with senior investment professionals throughout the lifecycle of investments, from pre-development through stabilization and execution.
This position offers broad exposure to real estate development, structured finance, portfolio analytics, and investor reporting within a collaborative and entrepreneurial environment.
Key Responsibilities
Financial Analysis & Modeling
- Develop, maintain, and enhance complex financial models for real estate investments.
- Prepare property-level and portfolio-level projections, financing analyses, JV waterfall models, sensitivities, budgets, and reforecast scenarios.
- Perform ad hoc analyses to support investment and asset management decisions.
Asset & Portfolio Management
- Assist with the ongoing management of a national portfolio of debt and equity investments.
- Monitor asset performance and evaluate business plan execution.
- Coordinate with operating partners, sponsors, borrowers, and third-party stakeholders.
- Support investment-level and portfolio-level reporting initiatives.
Investor & Management Reporting
- Prepare financial analyses, investment summaries, and reporting materials for internal and external stakeholders.
- Assist in the creation of presentations for senior leadership, investors, and strategic partners.
- Support quarterly and annual reporting processes.
Capital Activity & Project Oversight
- Track investment performance and key milestones across the portfolio.
- Review and analyze real estate documentation, including leases, contracts, partnership agreements, and loan documents.
- Support capital events such as funding requests, distributions, draw reviews, and other transaction-related activities.
Business Development & Platform Initiatives
- Assist with marketing and fundraising-related requests as needed.
- Contribute to strategic initiatives that support the growth of the investment platform.
Qualifications
- Bachelor's degree required.
- 3+ years of experience in real estate asset management, acquisitions, portfolio management, lending, development, or a related field.
- Strong financial modeling and analytical skills.
- Experience working with real estate debt and/or equity investments preferred.
- Advanced proficiency in Microsoft Excel, PowerPoint, and Word.
- ARGUS Enterprise experience is highly preferred.
- Client-facing or investor-facing experience is a plus.
Desired Attributes
- Strong understanding of real estate fundamentals and investment performance metrics.
- Ability to build financial models from the ground up and interpret complex investment structures.
- Excellent analytical, quantitative, and problem-solving capabilities.
- Strong written and verbal communication skills with the ability to present information effectively.
- Highly organized with exceptional attention to detail.
- Self-starter who thrives in a fast-paced, entrepreneurial environment.
- Capable of managing multiple priorities while maintaining a high level of accuracy and professionalism.
- Team-oriented with the ability to collaborate across functions and stakeholders.
What You'll Gain
- Exposure to a diverse portfolio of real estate debt and equity investments.
- Direct interaction with senior investment professionals and external partners.
- Opportunity to take ownership of meaningful projects and contribute to investment outcomes.
- Career growth within a dynamic and expanding real estate investment platform.
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