Associate, Investments

Growth Equity Interview Guide; Boca Raton (FL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

FSA

Parental Leave

Professional Development

Wellness Programs

Family Forming Benefits

Job summary

The firm offers a collaborative culture and exposure to multifamily and medical office assets, with competitive benefits and professional development opportunities.

Qualifications

• Bachelor's degree in finance, real estate, economics or related field.
• 3–5 years of relevant financial experience in real estate or investment finance.
• Strong analytical and modeling skills with attention to detail.
• Excellent written and verbal communication; able to convey complex concepts clearly.

Responsibilities

• Perform financial modeling and underwriting for real estate transactions.
• Research market data to support analyses and investment theses.
• Manage due diligence across underwriting and closing processes.
• Coordinate with internal teams to facilitate transaction closings.
• Engage with brokers to understand market conditions and comps.
• Analyze market trends and competitive properties to inform decisions.

Skills

Financial Modeling

Underwriting

Real Estate Finance

Analytical Skills

Excel

Verbal & Written Communication

Education

Bachelor's Degree in Finance/Real Estate/Economics

Master's Degree in Real Estate or Finance (plus)

Tools

Argus

MS Office

Job description

The Investments Associate role at Kayne Anderson in Boca Raton, FL, is a fantastic opportunity for someone with a strong background in real estate finance. You'll be involved in underwriting, financial modeling, and managing transactions across various asset classes. This position offers a chance to learn quickly and work closely with experienced professionals in a dynamic environment.

What You'll Do

• Perform financial modeling and underwriting for various real estate transactions
• Research market data to support your analyses
• Manage the due diligence process for transactions
• Coordinate with internal teams to facilitate transaction closings
• Engage with brokers to understand market conditions
• Analyze real estate market trends and competitive properties

What You Need

• Bachelor's Degree in Finance, Real Estate, Economics, or a related field
• 3-5 years of relevant financial experience
• Strong analytical skills and understanding of financial concepts
• Excellent written and verbal communication skills
• High proficiency in Excel and MS Office programs
• Willingness to learn Argus and research databases
• Master's Degree in Real Estate or Finance is a plus

What You'll Love

• Competitive medical, dental, and vision insurance
• Flexible spending accounts for healthcare and dependent care
• Generous parental leave policy
• Support for professional development and memberships
• Wellness programs and corporate wellness platform
• Unique reimbursement options for family forming services

About the Firm

• Kayne Anderson is a leading real estate investment firm managing around $21 billion in assets
• They focus on various sectors including medical office and multifamily housing
• The firm has over 41 years of experience in alternative investment management
• They emphasize a collaborative and entrepreneurial culture