Investment Associate — Real Estate Platforms & Equity

Clay Cove Capital; Philadelphia (Philadelphia County); On-site; USD 110,000 - 170,000; Full time

Job summary

Clay Cove Capital is seeking an Investment Associate to analyze, underwrite, and scale real estate and operating-platform investments. You will work with senior investment professionals and engage with operating partners, investors, lenders, brokers, and consultants throughout the investment lifecycle.

You will help pressure-test underwriting, coordinate due diligence, and support capital deployment as the firm builds institutional-quality platforms.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Real Estate, or a related field; MBA or MS in Finance preferred.
• 4+ years of professional experience in analytical roles within real estate private equity, institutional real estate investing, investment banking, private equity, or related environment.
• Advanced financial modeling for corporate and real estate valuation, cash flow projections, and risk-return analysis.
• Advanced proficiency in Microsoft Excel and the Office Suite; experience with CoStar and Green Street preferred.
• Ability to independently structure analyses, identify key risks, and generate actionable investment insights.
• Strong time management skills with the ability to deliver high-quality work across multiple concurrent workstreams.
• Strong written and verbal communication skills.
• AI fluency, with interest in emerging analytical tools and technology.

Responsibilities

• Lead and review financial models for real estate investments at asset and portfolio level, including cash flow and debt structures.
• Evaluate operating company investments using enterprise valuation, cash flow projections, and scenario modeling.
• Conduct in-depth market and industry research across transactions and sector trends; synthesize insights for underwriting materials.
• Help define buy-box criteria and acquisition strategies across target sectors and platforms.
• Coordinate and execute defined diligence workstreams across financial, commercial, and operational aspects.
• Take increasing ownership of underwriting and diligence workstreams across real estate and operating platform investments.
• Prepare and maintain investment memoranda through Clay Cove’s review process.
• Prepare investment presentations, pitch decks, and transaction materials for LP review.

Skills

Advanced financial modeling

Analytical thinking

Written and verbal communication

Time management

AI fluency

Team collaboration

Education

Bachelor's degree in Finance, Economics, Accounting, Real Estate, or related field

MBA or MS in Finance preferred

Tools

Microsoft Excel

CoStar

Green Street

Job description

Clay Cove Capital is seeking an Investment Associate to analyze, underwrite, and scale real estate and operating-platform investments. You will work with senior investment professionals and engage with operating partners, investors, lenders, brokers, and consultants throughout the investment lifecycle.

You will help pressure-test underwriting, coordinate due diligence, and support capital deployment as the firm builds institutional-quality platforms.