Real Estate Allocator
Position Overview:
We are seeking a highly motivated and mission-aligned Associate to join our Real Estate Private Equity team. This role is ideal for an early-career professional with a strong foundation in investment analysis and a passion for deploying capital in alignment with faith-based values. The Associate will support the evaluation, selection, and monitoring of real estate private equity managers and direct investments across a diverse portfolio.
Key Responsibilities:
Investment Due Diligence:
Assist in sourcing, underwriting, and evaluating real estate private equity fund opportunities, co-investments, and direct deals.Portfolio Monitoring:
Track performance, capital calls, distributions, and reporting for existing real estate investments. Maintain and update internal databases and dashboards.Manager Relations:
Support ongoing relationships with external fund managers, including attending meetings, reviewing quarterly reports, and preparing internal summaries.Research & Analysis:
Conduct market research, macroeconomic analysis, and sector-specific studies to inform investment decisions and portfolio strategy.Reporting & Presentation:
Prepare investment memos, presentations, and reports for the Investment Committee and senior leadership.Faith-Based Alignment:
Ensure all investment activities align with the organization's mission and values, incorporating ESG and impact considerations where appropriate.
Qualifications:
- Bachelor's degree in Finance, Economics, Real Estate, or a related field; advanced degree or CFA designation a plus.
- 4-6 years of experience in real estate private equity, investment management, or institutional asset allocation.
- Strong analytical and financial modeling skills.
- Familiarity with fund structures, waterfall models, and real estate valuation methodologies.
- Excellent written and verbal communication skills.
- High integrity and alignment with the organization's faith-based mission.
- Ability to work collaboratively in a team-oriented environment.
Preferred Experience:
- Exposure to institutional investment processes and governance.
- Experience with portfolio management systems and performance analytics tools.
- Understanding of ESG and impact investing frameworks.
Compensation & Benefits:
- Competitive salary and performance-based bonus.
- Comprehensive benefits package including health, retirement, and wellness programs.
- Opportunities for professional development and advancement.
- Meaningful work in a values-driven organization.
FAQs
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