Senior Associate Investments

Position Overview

Our client is seeking a highly motivated Senior Associate - Investments to join their growing Charlotte-based team. This individual will play a critical role across the full investment lifecycle-including acquisitions, development, and asset management-supporting the firm's strategy in multifamily and residential development platforms (BTR and BTS).

The ideal candidate will have 5+ years of relevant real estate experience, strong financial modeling capabilities, and the ability to operate in a fast-paced, entrepreneurial environment.

Key Responsibilities

Acquisitions & Investments

• Evaluate new investment opportunities across multifamily, BTR, and BTS sectors
• Build and maintain complex financial models (e.g., ARGUS, Excel) including pro forma analysis, IRR calculations, and sensitivity scenarios
• Conduct market research, comparable analysis, and due diligence
• Coordinate with brokers, lenders, legal teams, and third-party consultants during underwriting and closing processes
• Assist in preparing investment committee memos and presentation materials

Development

• Support the execution of ground-up development projects from pre-development through stabilization
• Collaborate with internal and external partners (developers, contractors, architects) to track budgets, schedules, and project milestones
• Assist in entitlement, permitting, and design coordination processes
• Monitor development budgets vs. actuals and identify cost-saving opportunities
• Participate in capital planning and financing strategies for development projects

Asset Management

• Monitor ongoing asset performance against underwriting and business plans
• Analyze operating results, leasing activity, and property-level KPIs
• Assist in the preparation of quarterly reports and investor communications
• Work with property management teams to optimize operations and maximize asset value
• Identify opportunities for refinancing, disposition, or recapitalization

Qualifications

• 5+ years of experience in real estate investments, private equity, development, or related fields
• Strong financial modeling and analytical skills (advanced Excel proficiency required)
• Experience across acquisitions, development, and/or asset management preferred
• Familiarity with multifamily, BTR, and BTS asset classes
• Knowledge of real estate finance structures, including debt and equity capitalization
• Bachelor's degree in Finance, Real Estate, Business, or related field (MBA or MSRE is a plus)