Senior Associate, Due Diligence

Jobtailor; Irvine (CA); On-site; USD 120,000 - 190,000; Full time

Job summary

Jobtailor in Irvine, CA seeks a senior real estate financial professional to develop and maintain detailed financial models for acquisitions, development, and structured finance transactions. You will coordinate due diligence, underwriting, and closing processes, reviewing rent analyses, budgets, and third‑party reports.

The role requires a BA/BS in business, finance, economics, real estate or related field, 5+ years in multi‑family real estate due diligence or asset management, and strong

Qualifications

• Bachelor’s degree in business administration, finance, economics, real estate or related field.
• 5+ years of related experience in multi-family real estate due diligence, asset management, or financial analysis.
• Experience with California or Washington multi-family real estate markets preferred.
• Strong financial and analytical skills.
• Ability to prioritize and manage multiple tasks within tight schedules.
• Strong communication skills, including presenting underwriting to leadership and coordinating cross-functional teams.
• Proficiency in Microsoft Office, Yardi, and Adobe.

Responsibilities

• Develop and maintain detailed financial models to support underwriting of potential acquisitions, development, and structured finance transactions
• Coordinate and lead due diligence, underwriting and closing process, including documentation review and analysis of key findings, rent analyses, detailed budget preparation, document checklist calls, lease audits, warranty review and warranty transfer, assessment of capital, assessment of staffing, 3rd party report engagement and detailed review, and analysis of historical operating documents
• Identify key risks or non-standard components of a transaction through review of 3rd party reports and assets
• Work closely with senior management and interact with the real estate community including sellers, developers, lenders, brokers and third-party vendors
• Travel to project sites and collaborate with capital maintenance teams to evaluate asset conditions, including potential code violations and major capital needs
• Lead and collaborate with cross-functional teams to conduct thorough due diligence including legal, financial, and physical aspects
• Lead the preparation of investment memoranda, presentations, and other materials for internal and external stakeholders

Skills

Financial modeling

Due diligence coordination

Analytical skills

Communication skills

Task prioritization

Education

BA/BS in business/finance/real estate or related field

Tools

Yardi

Adobe

Microsoft Office

Job description

• Develop and maintain detailed financial models to support the underwriting of potential acquisitions, development, and structured finance transactions
• Coordinates and lead due diligence, underwriting and closing process, including documentation review and analysis of key findings, rent analyses, detailed budget preparation, document checklist calls, lease audits, warranty review and warranty transfer, assessment of capital, assessment of staffing, 3rd party report engagement and detailed review, and analysis of historical operating documents
• Ability to recognize key risks or non-standard components of a transaction through review of 3rd party reports, deliverables and through comprehensive review of assets
• Work closely with senior management and have extensive interaction with the real estate community, including sellers, developers, lenders, brokers and third-party vendors
• Travel to project sites and work with capital maintenance teams to evaluate asset conditions, including potential code violations and any necessary repairs or other major capital needs
• Lead and collaborate with cross-functional teams to conduct thorough due diligence including legal, financial, and physical aspects
• Lead the preparation of investment memoranda, presentations, and other materials for internal and external stakeholders

Requirements

• Bachelor’s degree (B.A./B.S.) from a four-year college or university in business administration, finance, economics, real estate or related field
• 5+ years of related experience in multi-family real estate due diligence, asset management, or in a financial analysis role
• Experience with the California or Washington multi-family real estate markets preferred
• Strong financial and analytical skills
• Ability to prioritize and manage a variety of tasks within a tight time schedule
• Strong communication skills, including an ability to compile written materials and present underwriting to Company leadership, as well as the ability to efficiently coordinate various teams across the Company
• Proficiency in Microsoft Office, Yardi, and Adobe.

Core Competencies

Demonstrates expertise in financial modeling, due diligence, and underwriting processes within the multi-family real estate sector. Proficient in coordinating cross-functional teams and presenting findings to stakeholders while managing multiple tasks effectively.

Highest-signal resume keywords

• Financial Modeling
• Due Diligence Coordination
• Multi-Family Real Estate Experience
• Strong Analytical Skills
• Microsoft Office Proficiency

ATS Optimization Keywords

Hard Skills

• Financial Analysis
• Budget Preparation
• Risk Assessment
• Lease Audits
• Capital Assessment
• Document Review
• Investment Memoranda Preparation
• Third-Party Report Analysis
• Asset Management
• Code Violation Evaluation

Soft Skills

• Strong Communication Skills
• Task Prioritization
• Team Collaboration
• Presentation Skills

Industry Keywords

• Real Estate
• Acquisitions
• Structured Finance
• California Multi-Family Market
• Washington Multi-Family Market

Tools & Technologies

• Yardi
• Adobe