Investment Associate jobs in United States
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High Country: Private Equity Search · 3 weeks ago

Investment Associate

High Country: Private Equity Search is seeking an Investment Associate for a real estate private equity firm. This newly created role will support the sourcing, underwriting, and execution of investment opportunities, playing a vital part in the firm's strategic growth.

Staffing & Recruiting
Hiring Manager
Nathan Zimmerman
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Responsibilities

Support the sourcing effort by reviewing Offering Memorandums (OMs) and preliminary deal data to evaluate alignment with firm investment criteria across major product types
Execute sophisticated financial modeling (Excel and Argus Enterprise) for prospective acquisitions, including the development of detailed cash flow projections, waterfall distributions, and sensitivity analyses
Draft comprehensive Investment Committee (IC) memorandums, investor decks, and detailed due diligence summaries, ensuring 100% data integrity and professional formatting
Manage the day-to-day acquisition process, including organizing virtual data rooms, performing granular site visits/market comps tours, and reviewing third-party reports (e.g., PCA, Phase I, Appraisals) to identify potential deal risks
Assist in the closing process by reviewing schedules within Purchase and Sale Agreements (PSAs) and partnership documents, and ensuring all closing statements and prorations are accurate
Prepare financing packages for prospective lenders and assist in the evaluation of loan term sheets to optimize the capital stack for new acquisitions
Support senior leadership in responding to specific investor inquiries by aggregating property-level data and market research for performance updates
Facilitate the disposition process by preparing marketing materials, coordinating with brokers, and managing the buyer's due diligence requests during the exit phase
Actively track market transactions and maintain a database of industry contacts (brokers, appraisers, and peers) to enhance the firm’s local market intelligence

Qualification

Financial modelingReal estate investmentDue diligenceArgus EnterpriseInvestor relationsMarket networkingCommunication skills

Required

Exposure to a broad range of asset classes with at least some exposure up and down the capital stack
Experience in deal screening by reviewing Offering Memorandums (OMs) and preliminary deal data
Ability to execute sophisticated financial modeling (Excel and Argus Enterprise) for prospective acquisitions
Experience in drafting comprehensive Investment Committee (IC) memorandums, investor decks, and detailed due diligence summaries
Skills in managing the day-to-day acquisition process, including organizing virtual data rooms and performing site visits/market comps tours
Ability to assist in the closing process by reviewing schedules within Purchase and Sale Agreements (PSAs) and partnership documents
Experience in preparing financing packages for prospective lenders and evaluating loan term sheets
Skills in supporting senior leadership in responding to specific investor inquiries
Experience in facilitating the disposition process by preparing marketing materials and coordinating with brokers
Ability to actively track market transactions and maintain a database of industry contacts

Company

High Country: Private Equity Search

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High Country's Private Equity search team specializes in finding high-performing talent for private equity firms, real estate investment firms, asset managers, and family offices.

Funding

Current Stage
Early Stage
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