Investment Associate – Real Estate & Corporate Finance
Our client is an investment and corporate finance advisory firm supporting sophisticated transactions for high-net-worth and ultra-high-net-worth clients. Their work spans real estate, M&A, structured financing, and complex capital structures, often involving multi-entity and cross-border considerations.
They operate with high standards, lean teams, and direct exposure to decision-makers and complex deal work.
The Role
We’re seeking a high-caliber Investment Associate with strong investment banking–style financial modeling and valuation experience, particularly in real estate and structured transactions.
This is a hands-on, execution-focused role suited to someone who is analytically sharp, “plug-and-play,” and comfortable operating independently within an established deal framework. You’ll work closely with senior leadership and initially receive onboarding support from an outgoing analyst and the Executive Director / Co-CEO.
Role Details
• Commitment: Part-Time (starting at ~30 hours/week), with potential to grow to full-time
• Schedule: Full availability during CET working hours (non-negotiable)
• Location: Fully Remote
• Engagement: Independent Contractor
• Start Date: ASAP
• Rate: $10-15/hour, depending on level of experience (can be more if exceptional)
What You’ll Do
Financial Modeling & Deal Execution (Core Focus)
• Build and underwrite investment banking–level financial models, primarily single-asset real estate models
• Analyze real estate assets, including:
• Cash flows
• P&Ls
• DSCR and debt metrics
• Sensitivity and scenario analysis
• Structure and model complex capital stacks, including:
• Senior debt
• Mezzanine financing
• Preferred equity
• Waterfall structures
Transaction Support
• Support transactions across:
• Real estate acquisitions and refinancing
• M&A transactions
• Growth and expansion capital
• Corporate financing
• Evaluate deal viability, challenge assumptions, and stress-test scenarios
• Prepare internal investment analyses and decision-support materials
Requirements (Must-Have)
• 2+ years’ experience in one or more of the following:
• Investment banking
• Private equity
• Corporate finance
• Transaction advisory
• Strong, hands-on experience with:
• Financial modeling
• Valuation
• Deal underwriting
• Proven ability to model and understand:
• Single-asset real estate transactions
• Structured capital stacks, waterfalls, mezzanine and preferred equity
• Strong financial intuition and commercial common sense — not just technical skill
• Comfortable working in a fast-paced, high-expectation environment
• Full availability during CET working hours
Nice-to-Haves (Strong Plus)
• Direct real estate transaction experience
• Exposure to hospitality, entertainment, or F&B real estate
• Experience supporting UHNW or institutional clients
• CFA or progress toward CFA (or similar finance credentials)
Ideal Candidate Profile
This role is ideal for someone who:
• Enjoys hands-on deal execution, not just academic analysis
• Is comfortable working with complex structures and high-stakes decisions
• Can operate independently while maintaining precision and discipline
• Thinks critically and challenges assumptions when needed
• Is looking for long-term growth rather than short-term project work
Recruitment Process
• Initial Interview
• Client Interview
• Offer & Onboarding
Apply Now
Apply Now
They operate with high standards, lean teams, and direct exposure to decision-makers and complex deal work.
The Role
We’re seeking a high-caliber Investment Associate with strong investment banking–style financial modeling and valuation experience, particularly in real estate and structured transactions.
This is a hands-on, execution-focused role suited to someone who is analytically sharp, “plug-and-play,” and comfortable operating independently within an established deal framework. You’ll work closely with senior leadership and initially receive onboarding support from an outgoing analyst and the Executive Director / Co-CEO.
Role Details
• Commitment: Part-Time (starting at ~30 hours/week), with potential to grow to full-time
• Schedule: Full availability during CET working hours (non-negotiable)
• Location: Fully Remote
• Engagement: Independent Contractor
• Start Date: ASAP
• Rate: $10-15/hour, depending on level of experience (can be more if exceptional)
What You’ll Do
Financial Modeling & Deal Execution (Core Focus)
• Build and underwrite investment banking–level financial models, primarily single-asset real estate models
• Analyze real estate assets, including:
• Cash flows
• P&Ls
• DSCR and debt metrics
• Sensitivity and scenario analysis
• Structure and model complex capital stacks, including:
• Senior debt
• Mezzanine financing
• Preferred equity
• Waterfall structures
Transaction Support
• Support transactions across:
• Real estate acquisitions and refinancing
• M&A transactions
• Growth and expansion capital
• Corporate financing
• Evaluate deal viability, challenge assumptions, and stress-test scenarios
• Prepare internal investment analyses and decision-support materials
Requirements (Must-Have)
• 2+ years’ experience in one or more of the following:
• Investment banking
• Private equity
• Corporate finance
• Transaction advisory
• Strong, hands-on experience with:
• Financial modeling
• Valuation
• Deal underwriting
• Proven ability to model and understand:
• Single-asset real estate transactions
• Structured capital stacks, waterfalls, mezzanine and preferred equity
• Strong financial intuition and commercial common sense — not just technical skill
• Comfortable working in a fast-paced, high-expectation environment
• Full availability during CET working hours
Nice-to-Haves (Strong Plus)
• Direct real estate transaction experience
• Exposure to hospitality, entertainment, or F&B real estate
• Experience supporting UHNW or institutional clients
• CFA or progress toward CFA (or similar finance credentials)
Ideal Candidate Profile
This role is ideal for someone who:
• Enjoys hands-on deal execution, not just academic analysis
• Is comfortable working with complex structures and high-stakes decisions
• Can operate independently while maintaining precision and discipline
• Thinks critically and challenges assumptions when needed
• Is looking for long-term growth rather than short-term project work
Recruitment Process
• Initial Interview
• Client Interview
• Offer & Onboarding
Apply Now
Apply Now