San Diego, CA
The Senior Associate will play a critical part in driving investor relations efforts; overseeing investor reporting, investor communication, and various levels of financial reporting. The position will report to the Director of Capital Markets. Candidates must have a minimum of 5 years of experience, be extremely proficient in excel, familiar with core real estate finance (distribution waterfalls, discounted cash flows, IRR analysis, etc.), have strong writing skills, and be comfortable working in team settings.
Responsibilities
- Oversee the preparation and presentation of quarterly investor reports, ensuring accuracy and clarity
- Analyze financial performance, trends and market conditions to provide meaningful updates to investors
- Create comprehensive annual reports summarizing portfolio-wide performance and key insights for stakeholders
- Conduct regular meetings to update investors on the performance of existing deals, providing transparency
- and fostering trust
- Respond promptly and effectively to invest inquiries
- Assist in development and execution of fundraising efforts for new projects
- Collaborate with senior leadership to identify and engage potential investors
- Manage administrative tasks including joint venture documentation, assignment of partnership interests, estate planning, and valuations.
- Review business plans form an equity standpoint, focusing on cash management and distribution projections
- Collaborate with internal teams to update and revise plans as needed
- Manage all aspects of quarterly distributions to investors, ensuring timely and accurate execution
- Prepare detailed distribution statements, including allocations and financial breakdowns
- Maintain deal level waterfalls to track promoted interests and investor returns (cash-on-cash, IRR’s, multiples)
- Prepare deals specific analysis including sensitivity tables, debt analysis, delinquency analytics, renovation ROI, CAGR, etc.
Requirements
- Minimum of 5 years of experience in real estate finance
- Bachelor’s degree in Finance, Economics, Business Administration or related field
- Highly proficient in Excel and advanced financial modeling
- Strong understanding of finance concepts, including discounted cash flows, IRR’s, equity multiples, loan sizing and
investment waterfalls (promote modeling) - Exceptional communication and interpersonal skills to manage and strengthen investor relationships
- Highly organized, detail-oriented and capable of managing multiple priorities