Senior Associate, Investments

Senior Associate, Investments

A leading commercial real estate developer, investor, and owner is seeking a Senior Associate, Investments to join its dynamic team of real estate professionals. The successful candidate will be primarily responsible for the identification, acquisition, repositioning, and/or ground-up development of retail and mixed-use properties in the Southwestern United States. This position offers a unique opportunity to work directly with the company's principal, driving portfolio and AUM growth through strategic investments aligned with our vision of design, innovation, and community impact. This role requires market insight, financial acumen, interpersonal skills, and a proven ability to negotiate and close deals.

Key Responsibilities:

• Identify, source, negotiate, and acquire land and retail assets by engaging with owners, brokers, and lenders that align with the company's acquisition criteria.
• Collaborate with the firm's principal to develop the core investment thesis, strategic business plan, and financial projections to grow AUM.
• Conduct comprehensive research, underwriting, and financial modeling of acquisition opportunities.
• Create complex financial models analyzing sophisticated waterfall cash flows.
• Network and maintain relationships with owners, tenants, lenders, and brokers.
• Manage all asset acquisition due diligence, including property and market research, title review, third-party reports, and preparation of the final due diligence report for investors and lenders.
• Prepare deal memos and financial proformas for the internal investment committee, limited partners, and lenders.
• Handle the legal aspects of the acquisition process, including letters of interest, purchase agreements, loan documents, and closing documents.
• Maintain files and work product in the company's shared drive and track pipeline and follow-up in the company's project management software.

Qualifications:

• Minimum of 5-10+ years of experience in real estate acquisitions, with a focus on retail and mixed-use properties.
• Bachelor's degree required; a graduate degree in Real Estate, Business Administration, or a related field preferred.
• Proven track record of sourcing, negotiating, and closing deals.
• An existing network of brokers, tenants, developers, managers, and landowners in target markets.
• Exceptional analytical and technical skills, including advanced proficiency in financial modeling and analysis.
• Excellent oral and written communication and interpersonal skills.
• Ability to create and execute an acquisition strategy independently.
• Highly organized and efficient.
• Self-motivated, results-oriented, and able to thrive autonomously in an entrepreneurial environment.
• Willingness to travel as required.