2-Year Associate, Real Estate Credit

1P284 THE CARLYLE GROUP EMPLOYEE CO., LLC; Ova (KY); On-site; USD 135,000 - 165,000; Full time

Benefits offered by this job

Health insurance

Retirement benefits

Paid time off

Disability insurance

Job summary

1P284 THE CARLYLE GROUP EMPLOYEE CO., LLC is seeking an Associate focused on real estate credit to analyze and execute a wide array of investment opportunities. You will be deeply involved in financial modeling, market research, investor inquiries, and monitoring existing investments.

The role requires strong Excel skills, Argus knowledge, and the ability to model complex capital structures across senior debt, mezzanine debt, and equity. Occasional travel to visit potential deals is expected.

Qualifications

• 2+ years of relevant experience in Real Estate, Finance, or Investing.

Responsibilities

• Collaborate on a small deal team to analyze and execute real estate credit investments.
• Communicate with and report to all levels, from Senior Associates to Managing Directors.
• Perform extensive financial modeling for single asset deals and portfolios, including scenario and sensitivity analyses, development of sources and uses, discounted cash flows, promoted and carried interests, and debt and/or preferred equity financing structures.
• Summarize investment process, policies and procedures.
• Develop and maintain research on certain geographic markets, property types and/or sectors.
• Draft investment committee memos and engage consultants for due diligence; review materials and communicate findings.
• Complete closing statements; monitor, report and asset‑manage existing investments.
• Coordinate with internal teams to send wires and complete compliance documentation.
• Interact with borrowers, attorneys, consultants and deal participants.
• Travel to visit potential investments as needed.

Skills

Analytical ability

Attention to detail

Multi-project management

Effective communication

Tools

Excel

Argus

DCF modeling

Job description

Position Summary

We seek to hire an Associate focused on real estate credit. The Associate will be responsible for helping to analyze and execute a wide variety of investment opportunities across the credit capital stack. The Associate will be fully involved in all aspects of the investment process, particularly the financial modeling, market research, responding to investor inquiries, monitoring existing investments and preparation of investment committee memorandums.

Responsibilities

• Collaborate on a small deal team to analyze and execute real estate credit investments.
• Communicate with and report to all levels, from Senior Associates to Managing Directors.
• Perform extensive financial modeling for single asset deals and portfolios, including scenario and sensitivity analyses, development of sources and uses, discounted cash flows, promoted and carried interests, and debt and or preferred equity financing structures.
• Summarize investment process, policies and procedures.
• Develop and maintain research on certain geographic markets, property types and/or sectors.
• Participate in all aspects of investment transactions, as requested by team members: draft investment committee memos, engage consultants to conduct due diligence (including environmental and physical studies, insurance, property tax research), review materials as needed and communicate summaries to the team and incorporate findings into the models.
• Complete closing statements.
• Monitor, report and asset‑manage existing investments.
• Coordinate with internal teams to send out wires and complete all compliance‑related documentation to effectuate a transaction.
• Interact with borrowers, attorneys, consultants and various deal participants.
• Travel to visit potential investments, as needed.

Qualifications

• 2+ years of relevant experience in Real Estate, Finance, or Investing.
• Expertise in Excel and the overall financial valuation and modeling process.
• Functional knowledge of Argus.
• Solid understanding of and ability to model property‑level cash flows as well as capital structures, including senior debt, mezzanine debt, preferred equity, and common equity.
• Talent for managing multiple projects simultaneously.
• Ability to quickly and efficiently perform tasks, maintaining a focus on details.
• Ability to perform market analysis, including rent and sales comparable studies, on‑the‑ground market tours, meetings with brokers and market experts.
• Ability to assess qualitative and quantitative characteristics of properties and/or investments.
• Ability to summarize thoughts into a concise manner and effectively communicate (written and verbal) both internally and externally, including changes in a model, financial metrics, investment thesis.
• Should have relevant transactional experience in real estate investments.
• Highly ethical, team‑oriented, with a consistent drive to maximize value‑add to both group and cross‑firm.
• Keen sense of accountability, responsiveness, and follow‑through.
• Strong analytical ability.
• Ability to handle projects with minimal training or oversight.
• Excellent organizational skills.
• Highly adaptable, with flexibility on depth and breadth of role and responsibilities.

Benefits & Compensation

The compensation range for this role is specific to New York City and takes into account a wide range of factors including but not limited to the skill sets required/preferred; prior experience and training; licenses and/or certifications.

The anticipated base salary for this role is $150,000. In addition to the base salary, the hired professional will enjoy a comprehensive benefits package spanning retirement benefits, health insurance, life insurance and disability, paid time off, paid holidays, family planning benefits and various wellness programs. Additionally, the hired professional may also be eligible to participate in an annual discretionary incentive program, the award of which will be dependent on various factors, including, without limitation, individual and organizational performance.