Investment Associate

Broekema Group; California (MO); On-site; USD 120,000 - 140,000; Full time

Job summary

A real estate private equity firm is looking for an Investment Associate to join its Equity and Credit Strategy team. This role involves leading underwriting, conducting market research, and participating in investment committee discussions. Applicants should have 5 years of experience in commercial real estate underwriting and knowledge of structured debt. A bachelor's degree in a related field is preferred. The position offers competitive compensation and growth opportunities in a dynamic environment.

Qualifications

• 5 years of commercial real estate underwriting experience.
• Demonstrated knowledge of structured debt investments.
• Proficiency in Argus and MS Excel modeling.

Responsibilities

• Lead underwriting and financial analysis on equity investments across various strategies.
• Underwrite commercial real estate structured debt investments.
• Produce investment committee memos and participate in discussions.
• Support the Investment Management team in financing arrangements.
• Conduct market research including rent and sale comparables.
• Review and negotiate legal and business terms of loan documents.
• Evaluate third-party reports and communicate findings.

Skills

Commercial real estate underwriting experience

Knowledge of structured debt

Proficiency in Argus

MS Excel modeling

Strong communication skills

Education

Bachelor's degree in Finance, Business, Economics, or related field

Job description

A real estate private equity firm is seeking an Investment Associate to join its Equity and Credit Strategy team. This person will lead underwriting and support the full transaction process while contributing to ongoing portfolio management across value-add, affordable housing, and credit strategies.

Why This Role?

• Full transaction exposure across equity and credit.
• Seat at the table; this role produces and participates in investment committee discussions.
• The firm invests with a contrarian, downside-first philosophy and has been doing it for 20+ years.

Responsibilities:

• Lead underwriting and financial analysis on equity investments across Value-Add, CorePlus, and Affordable strategies, including fee, joint venture, and preferred equity structures
• Underwrite commercial real estate structured debt investments including A/B note, note-on-note, senior, mezzanine, preferred equity, and distressed positions
• Produce investment committee memos and participate in IC discussions
• Support the Investment Management team in arranging financing on new and existing investments
• Conduct market research including rent comparables, sale comparables, and industry trend analysis
• Review and negotiate legal and business terms of loan documents
• Evaluate third-party reports including zoning, seismic, appraisal, environmental, and engineering
• Communicate underwriting and due diligence findings to equity and lending partners

Minimum Qualifications:

• 5 years of commercial real estate underwriting experience
• Demonstrated knowledge of structured debt, including A/B note, note-on-note, senior, mezzanine, preferred equity, and distressed investments
• Proficiency in Argus and MS Excel modeling

Preferred Qualifications:

• Bachelor\'s degree in Finance, Business, Economics, or related field
• Experience across both equity and credit/debt strategies
• Strong written and verbal communication and presentation skills
• Highly organized and detail-oriented with the ability to manage multiple workstreams without sacrificing quality
• Intellectual curiosity and a problem-solving mindset on complex, layered transactions
• Comfortable working both collaboratively and independently in a high-growth, high-demand environment
• Willingness to travel as needed

Compensation:

Salary Range: $120,000 - $140,000*

*The above represents the lowest to highest expected salary range for this job opening upon hire. Our client ultimately may pay more or less than the posted salary range, and the salary range may be modified in the future. Our client will consider job-related factors including, but not limited to, education, qualifications, certifications, experience, skills, geographic location, and business or organizational needs when determining pay