Associate - Investments

Shoreham Capital; West Palm Beach (FL); On-site; USD 70,000 - 90,000; Full time

Job summary

A private equity firm in West Palm Beach is seeking an Investments Associate with 2–5 years of relevant experience. This full-time role involves working closely with senior team members on the investment lifecycle, including sourcing, underwriting, and portfolio management. Key responsibilities include financial modeling and due diligence, while qualifications include proficiency in Excel and solid understanding of real estate investment principles.

Qualifications

• 2–5 years of experience in investment banking, private equity, or real estate investment.
• Advanced proficiency in Excel, strong financial modeling skills.
• Solid understanding of real estate valuation and capital markets.
• Excellent written and verbal communication abilities.

Responsibilities

• Build detailed financial models for acquisitions and development.
• Support due diligence processes and deal execution.
• Draft and deliver investment memoranda and presentations.
• Monitor asset and portfolio performance.
• Conduct macro and micro market research.

Skills

Financial modeling

Analytical skills

Real estate valuation

Market research

Communication

Education

Bachelor's degree

Tools

Excel

Argus

CoStar

Job description

Our Firm is a privately held real estate private equity firm focused on the acquisition, development, ownership, and management of best-in-class real estate properties across the East Coast and Sun Belt regions. Our team combines deep institutional investment expertise with extensive development and construction know-how. With a track record of more than $10 billion in real estate assets, our founders bring unmatched experience in investment, development, and deal execution.

Position Overview

We are seeking a highly motivated Investments Associate (2–10 years of relevant experience) to join our growing team. This role offers significant exposure to the full investment lifecycle — from sourcing and underwriting through execution and portfolio management. The Associate will work directly with senior team members on acquisitions and development opportunities, gaining hands‑on experience and contributing meaningfully to Shoreham’s growth.

Key Responsibilities

• Build detailed financial models, valuations, and sensitivity analyses for acquisitions and development projects
• Support the due diligence processes, including comparable properties analysis, market research, legal documentation and all aspects of deal execution
• Draft and deliver investment memoranda and presentations to investment committee, capital partners, and lenders
• Monitor asset and portfolio performance, including budgets, construction progress, and operational performance indicators
• Cultivate and maintain relationships with brokers, lenders, and operating partners
• Conduct macro and micro market research, analyzing trends that impact real estate investment decisions

Qualifications

• 2–5 years of experience in investment banking, private equity, real estate investment, or a related field
• Advanced proficiency in Excel with strong financial modeling and analytical skills. Knowledge of and experience with Argus, Costar and other relevant real estate platforms a plus.
• Solid understanding of real estate valuation, capital markets, and investment principles
• Excellent written and verbal communication abilities
• Highly organized, detail‑oriented, and capable of managing multiple priorities in a fast‑paced environment and demonstrated
• Outstanding work ethic and attitude a must
• Bachelor’s degree required (advanced degree or professional designation a plus)

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales