Senior Associate - Retail Investments & Financial Services

RETS Associates; Atlanta (GA); On-site; USD 110,000 - 140,000; Full time

Job summary

RETS Associates, on behalf of our client, seeks a Senior Associate - Underwriting & Due Diligence in Atlanta, GA. The role leads financial underwriting, due diligence, and investment analysis for an institutional retail real estate portfolio, with a hybrid schedule following the training period.

The Senior Associate will build financial models, prepare investment committee materials, oversee due diligence for new investments, support forecasting and project analysis, evaluate tenant financial

Qualifications

• 6+ years of experience underwriting retail real estate acquisitions, developments, or redevelopments.
• Advanced financial modeling skills using Excel and ARGUS.
• Experience preparing investment committee presentations and underwriting analyses.
• Strong due diligence experience, including lease review, contracts, title, environmental, zoning, and entitlements.
• Understanding of real estate financial metrics and investment returns.
• Ability to review and interpret leases, purchase agreements, and joint venture documents.

Responsibilities

• Prepare financial models and investment committee materials.
• Oversee due diligence for new investments.
• Support forecasting and project analysis.
• Evaluate tenant financial performance.
• Supervise a team of financial analysts while partnering with acquisitions, development, leasing, and executive leadership.

Skills

Financial modeling

Underwriting

Due diligence

Team leadership

Investment analysis

Education

Bachelor's degree in Real Estate or Finance

MBA or related postgraduate degree

Tools

Excel

ARGUS

Power BI

Job description

RETS Associates on behalf of our client is seeking a real estate Senior Associate - Underwriting & Due Diligence in Atlanta, GA. This role supports acquisitions, developments, and redevelopments by leading financial underwriting, due diligence, and investment analysis for an institutional retail real estate portfolio. The position offers a hybrid schedule following the training period.

The Sr. Associate will prepare financial models and investment committee materials, oversee due diligence for new investments, support forecasting and project analysis, evaluate tenant financial performance, and supervise a team of financial analysts while partnering with acquisitions, development, leasing, and executive leadership.

Requirements

• Bachelor's degree in Real Estate, Finance, Accounting, or related field
• 6+ years of experience underwriting retail real estate acquisitions, developments, or redevelopments
• Advanced financial modeling skills using Excel and ARGUS
• Experience preparing investment committee presentations and underwriting analyses
• Strong due diligence experience, including lease review, contracts, title, environmental, zoning, and entitlements
• Understanding of real estate financial metrics and investment returns
• Ability to review and interpret leases, purchase agreements, and joint venture documents
• Experience with Power BI or similar business intelligence software preferred
• Previous leadership or team management experience preferred
• MBA or other postgraduate degree preferred

Compensation: Competitive base salary plus bonus potential and comprehensive benefits.