Investment Associate

Description

About the Role: The Associate, Investments & Asset Management will be responsible for providing analytical and operational support across Woodmont’s investment activities and existing portfolio. This role will focus on financial modeling, underwriting, due diligence, market research, and performance tracking for both new and existing assets. The ideal candidate is a motivated, detail-oriented professional with a strong foundation in real estate finance and an interest in both investment execution and asset management.

• Investment Materials: Prepare investment memoranda and presentations for internal investment committees and external partners.
• Cross-Functional Collaboration: Work closely with development, asset management, and accounting teams to track performance and support strategic initiatives across the portfolio.
• Underwriting & Financial Analysis: Build and maintain detailed financial models for acquisitions, developments, and recapitalizations across multifamily, industrial, and land assets.
• Asset Management: Support monitoring and reporting of existing investments, including variance analyses, capital plans, hold/sell analyses, and partner updates.
• Capital Markets Support: Assist in preparing materials for equity and debt partners, including investor reporting and financing packages.
• Due Diligence Support: Coordinate and review property-level and financial due diligence materials, including leases, budgets, third-party reports, and operating statements.
• Market Research: Conduct market, demographic, and economic analyses to evaluate investment opportunities and support strategic decision-making.
• Transaction Execution: Assist senior team members with transaction documentation, coordination, and closing processes.

Requirements

• Excellent attention to detail, organizational skills, and ability to manage multiple projects in a fast-paced environment.
• Proficiency in Excel financial modeling and investment analysis.
• Familiarity with Argus and CoStar.
• 2–5 years of experience in real estate investments, acquisitions, asset management, or finance.
• Excellent attention to detail and organizational skills.
• Strong analytical and quantitative skills with proficiency in Excel financial modeling and investment analysis.
• Familiarity with Argus, CoStar, and real estate valuation concepts preferred.
• Collaborative and proactive mindset, with strong communication and presentation skills.
• Strong analytical and quantitative skills.
• Strong communication and presentation skills.
• Understanding of real estate valuation concepts.
• Bachelor’s degree in Real Estate, Finance, Economics, or a related field.

Benefits

Pay range and compensation package: [Insert pay range or salary or compensation details here]

Training + Development

Interview process

Visa Sponsorship

Security clearance