Investments Associate

Michael Page; Dallas (TX); On-site; USD 120,000 - 130,000; Full time

Job summary

MPI is seeking an Investments Associate to support acquisitions, underwriting, asset management, and portfolio strategy across a growing investment platform. You will participate in the full lifecycle of investments, from underwriting through value realization, in a lean, entrepreneurial environment.

The role offers exposure to senior leadership, with opportunities to influence decisions and drive value across acquisitions, business plans, and investor reporting in a dynamic market.

Qualifications

• Bachelor's degree in Finance, Real Estate, Accounting, Economics, or a related discipline.
• Approximately 3–5 years of experience in acquisitions, asset management, investments, private equity real estate, or related field.
• Strong financial modeling and underwriting capabilities.
• Experience analyzing property-level operating performance and financial statements.
• Understanding of real estate valuation methodologies and investment fundamentals.
• Experience in operationally driven real estate sectors is highly preferred (senior living, hospitality, healthcare, student housing, manufactured housing, etc.).
• Ability to communicate effectively with operators, ownership groups, capital partners, and senior executives.
• Intellectual curiosity, strong business judgment, and ownership mindset.

Responsibilities

• Perform acquisition underwriting, financial modeling, and investment analysis.
• Assist with due diligence, transaction execution, financing activities, and asset dispositions.
• Monitor property-level and portfolio-level performance against budgets, forecasts, and business plans.
• Analyze operating results and identify opportunities to improve performance and asset value.
• Support annual budgeting, reforecasting, and investor reporting processes.
• Work with operators and internal stakeholders to evaluate and execute strategic initiatives.
• Prepare investment memoranda, presentations, and reporting materials for senior leadership.

Skills

Financial modeling

Underwriting

Communication

Ownership mindset

Analytical thinking

Education

Bachelor's degree in Finance/Real Estate/Accounting/Economics

Job description

Description

The Investments Associate will support acquisitions, underwriting, asset management, and portfolio strategy across a growing investment platform. Unlike traditional investment roles where assets are handed off after closing, this position offers exposure to the full lifecycle of an investment, allowing you to participate in both transaction execution and business plan implementation.

Our client is a privately held real estate investment platform focused on acquiring, operating, and creating value across a portfolio of operationally intensive real estate assets. The firm has established access to significant investment capital and maintains an active acquisition pipeline, creating a highly dynamic environment for investment professionals seeking meaningful transaction exposure.

Operating as a lean and entrepreneurial team, the organization provides direct interaction with senior leadership and the opportunity to influence investment decisions from underwriting through business plan execution and ultimate value realization.

The Investments Associate will work closely with senior investment leadership and play a critical role in evaluating opportunities, monitoring asset performance, and driving value creation initiatives.

• Perform acquisition underwriting, financial modeling, and investment analysis
• Assist with due diligence, transaction execution, financing activities, and asset dispositions
• Monitor property-level and portfolio-level performance against budgets, forecasts, and business plans
• Analyze operating results and identify opportunities to improve performance and asset value
• Support annual budgeting, reforecasting, and investor reporting processes
• Work directly with operators and internal stakeholders to evaluate and execute strategic initiatives
• Prepare investment memoranda, presentations, and reporting materials for senior leadership

The Investments Associate will support acquisitions, underwriting, asset management, and portfolio strategy across a growing investment platform. Unlike traditional investment roles where assets are handed off after closing, this position offers exposure to the full lifecycle of an investment, allowing you to participate in both transaction execution and business plan implementation.

This position is ideal for candidates seeking broader investment exposure and long-term career growth within a dynamic, entrepreneurial environment.

Profile

For the Investments Associate we are seeking:

• Bachelor's degree in Finance, Real Estate, Accounting, Economics, or a related discipline
• Approximately 3-5 years of experience in acquisitions, asset management, investments, private equity real estate, real estate development, or a related field
• Strong financial modeling and underwriting capabilities
• Experience analyzing property-level operating performance and financial statements
• Understanding of real estate valuation methodologies and investment fundamentals
• Experience within operationally driven real estate sectors is highly preferred, particularly senior living, hospitality, healthcare, student housing, manufactured housing, or other asset classes where operations drive investment performance
• Ability to communicate effectively with operators, ownership groups, capital partners, and senior executives
• Intellectual curiosity, strong business judgment, and a willingness to take ownership

Job Offer

• Competitive base salary and bonus opportunity - targeting $120,000 to $130,000 base but flexible for the right experience
• Direct exposure to senior leadership and investment committee decision-making
• Broad investment experience spanning acquisitions, asset management, and portfolio strategy
• Significant visibility and responsibility within a lean team environment
• Long-term career development opportunities and progression into a more senior investment role
• Opportunity to influence investments from acquisition through execution and ultimate value realization

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.