Senior Associate Investments
Position Overview
Our client is seeking a highly motivated Senior Associate - Investments to join their growing Charlotte-based team. This individual will play a critical role across the full investment lifecycle-including acquisitions, development, and asset management-supporting the firm's strategy in multifamily and residential development platforms (BTR and BTS).
The ideal candidate will have 5+ years of relevant real estate experience, strong financial modeling capabilities, and the ability to operate in a fast-paced, entrepreneurial environment.
Key Responsibilities
Acquisitions & Investments
- Evaluate new investment opportunities across multifamily, BTR, and BTS sectors
- Build and maintain complex financial models (e.g., ARGUS, Excel) including pro forma analysis, IRR calculations, and sensitivity scenarios
- Conduct market research, comparable analysis, and due diligence
- Coordinate with brokers, lenders, legal teams, and third-party consultants during underwriting and closing processes
- Assist in preparing investment committee memos and presentation materials
Development
- Support the execution of ground-up development projects from pre-development through stabilization
- Collaborate with internal and external partners (developers, contractors, architects) to track budgets, schedules, and project milestones
- Assist in entitlement, permitting, and design coordination processes
- Monitor development budgets vs. actuals and identify cost-saving opportunities
- Participate in capital planning and financing strategies for development projects
Asset Management
- Monitor ongoing asset performance against underwriting and business plans
- Analyze operating results, leasing activity, and property-level KPIs
- Assist in the preparation of quarterly reports and investor communications
- Work with property management teams to optimize operations and maximize asset value
- Identify opportunities for refinancing, disposition, or recapitalization
Qualifications
- 5+ years of experience in real estate investments, private equity, development, or related fields
- Strong financial modeling and analytical skills (advanced Excel proficiency required)
- Experience across acquisitions, development, and/or asset management preferred
- Familiarity with multifamily, BTR, and BTS asset classes
- Knowledge of real estate finance structures, including debt and equity capitalization
- Bachelor's degree in Finance, Real Estate, Business, or related field (MBA or MSRE is a plus)
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