Acquisition Associate

Keller Augusta; San Francisco (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

A leading investment management firm is seeking a qualified candidate for a finance role focused on private equity real estate investments in San Francisco. The role involves screening investment opportunities, performing financial modeling, and conducting market research. Candidates should have a Bachelor’s degree in Finance or related fields and a minimum of 2 years' experience in finance roles, particularly in investment banking or real estate private equity. Proficiency in Excel and analytical skills are essential, alongside the ability to work collaboratively.

Qualifications

• Excellent analytical skills and proficiency in Excel modeling.
• 2+ years of experience in finance roles like investment banking or real estate private equity.
• Detail-oriented, self-motivated, and able to work in a team environment.
• Detail-oriented, organized, strong writing ability.
• Team player with proactive, inquisitive mindset.

Responsibilities

• Screen potential real estate investment opportunities.
• Assist acquisitions team in evaluating investment opportunities.
• Prepare detailed financial models on asset transactions.
• Draft Investment Committee Memorandums detailing deal merits.
• Perform asset management tasks including updates and business plans.
• Conduct in-depth market research and prepare analyses.
• Interface with brokers, legal counsel, and market participants.
• Review offerings from brokers, developers, and owners.
• Gather market information, forecasts and data for research.

Skills

Analytical skills

Proficiency in Excel modeling

Experience with ARGUS

Organizational skills

Team collaboration

Critical thinking

Fluency in Microsoft Suite

Education

Bachelor’s degree in Finance, Economics, or Business Administration

Tools

Microsoft PowerPoint

Excel

Job description

Our New York / San Francisco-based client is a leading investment manager specializing in private equity real estate investing throughout the U.S. The team has systematically developed and refined their unique and disciplined approach to investing across multiple asset classes, and geographies. Through their current platform and its predecessor entities, the team has acquired over 130 investments totaling in excess of $14.5 billion of gross cost since inception. Our client is growing and constantly evolving to ensure they remain well positioned to deliver high-quality solutions and exceptional performance to their partners.

Key Responsibilities

• Screening potential real estate investment opportunities across the capital stack
• Assisting acquisitions team in the evaluation of investment opportunities consistent with the fund’s investment criteria
• Underwriting / preparing detailed financial models on potential asset, portfolio, and corporate level transactions
• Drafting Screening and Investment Committee Memorandums detailing deal merits, financial metrics, risks and mitigants and market data
• Performing asset management / portfolio monitoring tasks, including putting together internal updates (memorandums, model updates, etc.), executing business plans, including working directly with Sponsors, and other third parties
• Conducting in-depth market research, preparing sale / lease comparables analyses
• Interfacing with brokers, legal counsel, market participants and third-party vendors
• Manage financial models utilizing both ARGUS and Excel to project cash flows, investment returns, asset valuations and analyze risk
• Review and evaluate investment offerings from investment sale brokers, developers, and owners
• Coordinate research in the assembly of market information, data gathering and relevant forecasts

Requirements

• Bachelor’s degree with major in Finance, Economics, or Business Administration
• Candidates MUST have excellent analytical skills, be highly proficient in Excel modeling and Argus
• 2+ years of experience in finance roles in investment banking, and/or real estate private equity
• Must have excellent analytical, organizational, and writing skills
• Must be detail-oriented, self-motivated, critical thinker, enthusiastic and inquisitive
• Ability to work in a team environment
• Strong attention to detail
• Fluency in Microsoft suite, specifically Excel and PowerPoint