Associate, Investment Associate

Growth Equity Interview Guide; New York (NY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive bonuses

Medical/dental/vision

100% employer-paid health premiums

FSA/HSA access

Entrepreneurial culture

Collaborative team

Job summary

Merit Hill Capital, a private real estate investment firm focusing on self-storage assets across the U.S., seeks an Investment Associate in New York to work closely with senior leadership on underwriting and deal execution.

You will lead underwriting, prepare investment committee memorandums, draft LOIs, review agreements, and support asset management and investor relations. The role offers a collaborative, entrepreneurial culture with growth opportunities.

Qualifications

• 2–3+ years of experience in investment banking, private equity, or a related financial field.
• Undergraduate degree in finance, economics, or a relevant field.
• Strong financial modeling and Excel skills.
• Excellent communication skills for interacting with senior professionals and external partners.
• Self-motivated and able to work under tight deadlines.
• Team player with integrity and a performance-driven mindset.
• Curious and solution-oriented with a willingness to learn.

Responsibilities

• Lead the underwriting and analysis of potential acquisitions.
• Prepare detailed investment committee memorandums.
• Draft and manage Letters of Intent (LOIs) accurately.
• Review agreements and negotiate open items with senior leadership.
• Conduct market research and financial analysis.
• Collaborate with team members across various departments.
• Support asset management and investor relations activities.

Skills

Financial modeling

Excel proficiency

Analytical thinking

Communication skills

Team player

Education

Bachelor's degree in finance or economics

Tools

Excel

Job description

The Investment Associate role at Merit Hill Capital involves working closely with senior leadership on self-storage investments. You’ll take charge of deal underwriting, conduct market research, and support various financial processes. This position offers a chance to grow in a collaborative environment while contributing to significant investment decisions.

What You’ll Do

• Lead the underwriting and analysis of potential acquisitions.
• Prepare detailed investment committee memorandums.
• Draft and manage Letters of Intent (LOIs) accurately.
• Review agreements and negotiate open items with senior leadership.
• Conduct market research and financial analysis.
• Collaborate with team members across various departments.
• Support asset management and investor relations activities.

What You Need

• 2 – 3+ years of experience in investment banking, private equity, or a related financial field.
• Undergraduate degree in finance, economics, or a relevant field.
• Strong financial modeling and analytical skills with advanced Excel proficiency.
• Excellent communication skills for interacting with senior professionals and external partners.
• Self-motivated and able to work under tight deadlines.
• Team player with integrity and a performance-driven mindset.
• Curious and solution-oriented with a willingness to learn.

What You’ll Love

• Competitive salary with performance-based bonuses.
• Comprehensive benefits including medical, dental, and vision insurance.
• 100% employer-paid premiums for health benefits.
• Access to pretax benefit accounts like FSA and HSA.
• Opportunity to work in a dynamic and entrepreneurial culture.
• Collaborative team environment with experienced professionals.

About the Firm

• Merit Hill Capital is a private real estate investment firm.
• Focuses on acquiring and managing self-storage assets across the U.S.
• Manages $1.8 billion in assets across seven funds.
• One of the largest institutional buyers of self-storage properties.
• Expertise in acquisition, asset management, and value realization.