Associate

San Diego, CA

A leading real estate investment platform is seeking an Associate to support corporate finance initiatives with a focus on portfolio reporting, performance analysis, and business insights. This role will work closely with senior leadership to deliver high-quality reporting and analysis that supports strategic decision-making across the organization.

Responsibilities:

• Prepare monthly and quarterly reporting packages for senior leadership and investors
• Develop portfolio-level reporting, including tenant exposure, leasing performance, and related analysis
• Conduct ad hoc analysis related to portfolio performance, operations, and broader business initiatives
• Collaborate cross-functionally to support reporting deliverables, planning efforts, and key initiatives
• Analyze portfolio trends and performance drivers, translating data into actionable insights
• Support the preparation of presentations and materials for internal and external stakeholders
• Utilize Excel, PowerPoint, and enterprise reporting tools to produce high-quality deliverables
• Assist in managing timelines and workflows to ensure accurate and timely reporting

Requirements:

• 2+ years of experience in corporate finance, FP&A, portfolio reporting, asset management, or related real estate investment roles
• Bachelor’s degree in Finance, Real Estate, Economics, Accounting, or related field; advanced degree a plus
• Strong financial modeling and analytical skills, with experience in real estate analysis preferred
• Ability to interpret lease documents and understand portfolio-level performance drivers
• Advanced proficiency in Excel and PowerPoint, including financial modeling and presentation development
• Experience with enterprise reporting or data management systems is a plus
• Strong attention to detail and organizational skills
• Ability to analyze complex datasets and translate findings into clear insights
• Self-starter with the ability to manage multiple priorities in a fast-paced environment
• Strong communication skills, both written and verbal

San Diego, CA

A well-established, privately held real estate investment group is seeking an Associate to support its growing acquisitions platform. The firm focuses on acquiring and managing commercial assets across multiple markets nationwide, with an emphasis on value creation through strategic investment and asset oversight.

This role will work closely with senior investment leadership and play an integral part in evaluating and executing new opportunities. The position also involves guiding junior team members and collaborating across departments to support transaction processes.

Responsibilities:

Team Management

• Oversee and mentor acquisitions analysts, ensuring financial analysis and presentation materials
• Review and provide feedback on financial models, sensitivity analyses, and investment memoranda

Transaction Execution

• Review underwriting models, tear sheets, and due diligence materials
• Coordinate transaction timelines, deliverables, and communications to ensure accuracy and efficiency across all stages of the deal process.
• Support senior management in managing active deal flow

Cross-Functional Collaboration

• Partner with internal departments (Legal, Asset Management, Accounting, and Property Management) to facilitate a smooth acquisition process and successful property transitions.
• Ensure consistent communication between the acquisitions team and other internal stakeholders to align objectives and expectations.

Market Research and Strategy

• Contribute to evaluating market conditions, investment strategies, and target opportunities
• Review research and data related to comparable transactions, leasing, and market trends

Reporting and Communication

• Assist in preparing materials for internal review and investment discussions
• Provide updates on pipeline activity and project progress

Requirements:

• 3+ years of experience in commercial real estate, preferably within acquisitions or investments
• Experience supporting underwriting, due diligence, and execution of real estate transactions
• Exposure to retail assets strongly preferred
• Strong ARGUS financial modeling and analytical skills
• Ability to manage multiple workstreams in a fast-paced, deal-oriented environment
• Strong communication skills and ability to work across internal teams
• Bachelor’s degree required; advanced degree or relevant certifications are a plus