Senior Investment Associate - Retail

We Search People; Dallas (TX); On-site; USD 120,000 - 140,000; Full time

Benefits offered by this job

Performance-based bonus

Paid time off and holidays

Opportunity for career growth

Job summary

A real estate investment firm based in Dallas is looking for a Senior Investment Associate to evaluate, execute, and manage investments. The ideal candidate will have 4–7+ years of experience in real estate private equity and demonstrate strong financial modeling skills. Responsibilities include sourcing investment opportunities, building financial models, conducting market research, and managing due diligence processes. This position offers a competitive salary of $120,000 – $140,000 plus performance-based bonuses and opportunities for career growth.

Qualifications

• 4–7+ years of experience in real estate private equity, investment management, development, or a similar role.
• Strong experience underwriting retail and/or mixed-use assets.
• Highly analytical with strong attention to detail.

Responsibilities

• Source, evaluate, and underwrite mixed-use and retail investment opportunities.
• Build and maintain detailed financial models (DCF, IRR, sensitivity analyses).
• Conduct market research and feasibility studies.

Skills

Financial modeling

Underwriting mixed-use and retail assets

Market research

Analytical skills

Communication skills

Project management

Education

Bachelor’s degree in Finance, Real Estate, Economics

MBA or MSRE

Tools

Excel

Job description

Salary: $120,000 – $140,000 + bonus

About the Firm

We are working with a Dallas-based real estate investment and development firm specializing in mixed-use and retail assets across high-growth markets. We are seeking a Senior Investment Associate to play a key role in evaluating, executing, and managing real estate investments.

Role Overview

The Senior Investment Associate will work closely with senior leadership and the investment team on all aspects of the investment lifecycle, from underwriting and due diligence through closing and ongoing asset management. This is a hands-on role with meaningful exposure to decision-making, transaction execution, and strategic analysis.

Key Responsibilities

• Source, evaluate, and underwrite mixed-use and retail investment opportunities
• Build and maintain detailed financial models (DCF, IRR, sensitivity analyses, waterfalls)
• Conduct market research, comparable sales/lease analysis, and feasibility studies
• Coordinate and manage due diligence processes, including working with brokers, lenders, attorneys, and third-party consultants
• Prepare investment memoranda and presentations for internal approval and capital partners
• Assist in negotiating purchase and sale agreements, joint venture agreements, and financing terms
• Support asset management initiatives, including performance tracking, re-forecasting, and business plan execution
• Monitor market trends, capital markets activity, and competitive developments in target markets

Qualifications

• Bachelor’s degree in Finance, Real Estate, Economics, or a related field (MBA or MSRE a plus)
• 4–7+ years of experience in real estate private equity, investment management, development, or a similar role
• Strong experience underwriting retail and/or mixed-use assets
• Advanced Excel financial modeling skills
• Solid understanding of real estate capital structures, debt financing, and joint ventures
• Highly analytical with strong attention to detail
• Excellent written and verbal communication skills
• Ability to manage multiple projects in a fast-paced environment
• Base salary: $120,000 – $140,000, depending on experience
• Performance-based bonus
• Paid time off and holidays
• Opportunity for long-term career growth within a growing investment platform