Santa Rosa, CA
A privately held commercial real estate investment firm is seeking a Senior Associate to support acquisitions, underwriting, portfolio analytics, and asset management initiatives across a diversified national portfolio. Reporting directly to the Chief Investment Officer, this individual will play a key role in evaluating investment opportunities, supporting transaction execution, monitoring portfolio performance, and assisting with strategic investment decisions.
The firm has a long-standing track record of acquiring, developing, redeveloping, and managing commercial real estate investments across multiple asset classes and offers broad exposure to the full investment lifecycle.
Responsibilities:
Investment & Acquisition Analysis
- Collaborate with the Asset Management team on property-level financial analysis, forecasting, and performance monitoring.
- Analyze monthly and quarterly operating results, budgets, and variances at the asset level.
- Support evaluation of capital improvement initiatives, leasing strategies, refinancing scenarios, and disposition timing.
- Contribute analytical insights to asset business plans and ongoing value-creation strategies.
Asset Management Collaboration
- Partner with Asset Management on property-level financial analysis, forecasting, and performance monitoring
- Analyze operating results, budgets, forecasts, and variance reports across the portfolio
- Evaluate leasing initiatives, capital improvement projects, refinancing opportunities, and disposition strategies
- Support business plan execution and value-creation initiatives through financial and operational analysis
Portfolio Management & Organizational Development
- Help institutionalize analytical frameworks, models, and reporting standards across the portfolio.
- Support portfolio-wide performance analysis and strategic reviews.
- Provide data-driven input to senior leadership to support investment decisions and capital allocation.
Requirements:
- Bachelor’s degree in Finance, Real Estate, Economics, Accounting, or a related field.
- 3–5 years of experience in real estate investment analysis, corporate finance, brokerage, asset management, or a similar analytical environment.
- Strong financial modeling and Excel skills; Argus or comparable real estate tools preferred.
- Solid understanding of real estate and operating business cash flows, valuation methodology, and investment structures.
- Ability to work in a lean environment, take initiative, and support senior leadership with thoughtful, accurate analysis.
- Strong communication skills with the ability to translate analysis into clear recommendations.
- Analytical, detail-oriented, and comfortable owning complex models and reporting processes.
- Commercially minded, with the ability to connect financial analysis to asset strategy and investment outcomes.
- Proactive and resourceful, with the judgment to anticipate questions and elevate the quality of decision-making.
- Collaborative partner to investment, asset management, property management, and senior leadership teams.