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With the motto "Expect the Best," Reef's most prominent developments include Black Desert Resort, a $2 billion luxury resort in Ivins, Utah; Marcella, a luxury private golf community in Park City, Utah; Tributer Resort, Virginia's newest premier private lakeside golf destination; Cornerstone Club, a 5,000-acre residential community, private club, and resort in Telluride, Colorado; Sweetens Cove, a renowned and evolving golf destination nestled in the Tennessee Valley; and the restoration of the historic Coco Palms Resort in Wailua, on the island of Kauai, Hawaii. Build, maintain, and stress-test institutional-quality financial models across the full capital structure - including ground-up development proformas, leveraged acquisition models, DCF/IRR analyses, and multi-tier equity waterfall structures.

YEAR

Job Title: Investment Associate, Real Estate Private Equity Company: Reef Capital Salary: $120,000-$140,000 + bonus Location: Lehi, UT About Reef: Reef is a Utah-based vertically integrated investment and development firm founded in 2005. Reef's team is currently involved in some of the most prominent development transactions in Utah and other targeted geographies across the United States.Built on two decades of success, our investment approach combines proven expertise with purposeful innovation. Reef's team has completed more than 500 transactions across all lines of business. In addition to our real estate investment strategy, Reef and/or affiliates own and operate various businesses that add significant long-term value to its projects. We have grown rapidly, growing from about 25 employees to well over 400, with managed assets on behalf of over 750 institutional and individual partners worldwide. With the motto "Expect the Best," Reef's most prominent developments include Black Desert Resort, a $2 billion luxury resort in Ivins, Utah; Marcella, a luxury private golf community in Park City, Utah; Tributer Resort, Virginia's newest premier private lakeside golf destination; Cornerstone Club, a 5,000-acre residential community, private club, and resort in Telluride, Colorado; Sweetens Cove, a renowned and evolving golf destination nestled in the Tennessee Valley; and the restoration of the historic Coco Palms Resort in Wailua, on the island of Kauai, Hawaii.At Reef, our mission is to recruit, develop, and retain entrepreneurial individuals who desire to build and create something long-lasting and meaningful. Our business enables bright, committed people to work in high-performing teams within an environment that allows each person to achieve their professional objectives. Reef values a strong culture dedicated to the health and well-being of our employees.Position Summary:Reef is seeking a highly motivated Investment Associate with a strong foundation in investment banking and real estate private equity to join our team. This role will focus on evaluating, executing, and managing real estate investment opportunities across multiple asset classes. The ideal candidate brings strong financial modeling skills, transaction experience, and a deep understanding of real estate markets.Responsibilities:Investment Analysis & Underwriting<ul><li>Build, maintain, and stress-test institutional-quality financial models across the full capital structure - including ground-up development proformas, leveraged acquisition models, DCF/IRR analyses, and multi-tier equity waterfall structures</li><li>Conduct rigorous sensitivity and scenario analyses to frame risk-adjusted return profiles for the Investment Committee</li><li>Perform market research and feasibility analysis: supply/demand dynamics, competitive positioning, absorption assumptions, and comparable transaction benchmarking</li><li>Evaluate acquisition, development, and JV opportunities end-to-end, including highest-and-best-use analysis, entitlement risk, and capital markets execution strategy</li><li>Develop and own investment committee memos and presentations - written to the standard of an institutional LP audience</li></ul>Deal Execution & Transaction Management<ul><li>Assist in various due diligence workstreams across legal, financial, environmental, and operational tracks; coordinate third-party consultants, legal counsel, lenders, and brokers</li><li>Build and maintain data rooms; track open items and produce weekly deal status reporting for senior leadership</li><li>Support debt financing processes, including lender outreach, term sheet negotiation, and loan closing coordination</li><li>Assist in structuring JV and co-investment arrangements, including promote mechanics, distribution waterfalls, and governance provisions</li><li>Participate in deal sourcing and market coverage, including broker and principal relationship management</li><li>Assist in business plan creation of development projects</li></ul>Portfolio Management & Investor Relations<ul><li>Monitor financial performance of portfolio assets against underwriting assumptions; prepare variance analyses and recommend corrective actions </li><li>Prepare institutional-quality investor reports, annual reviews, and ad hoc investor communications </li><li>Contribute to fundraising efforts, including the preparation of offering memoranda, pitch decks, LP data requests, and subscription documentation</li><li>Assist with fundraising materials, including pitch decks and data rooms</li></ul>Qualifications:<ul><li>Bachelor's degree with a quantitative focus, such as Finance, Economics, or a similar field</li><li>2-4 years of experience in investment banking, real estate private equity, or institutional real estate development,with meaningful transaction responsibility</li><li>Demonstrated experience in portfolio analysis and financial modeling.</li><li>Strong analytical and quantitative skills with a proficiency in financial modeling and valuation techniques.</li><li>Demonstrated experience producing investment committee or credit committee materials in a professional setting</li><li>Excellent communication skills, both written and verbal, with the ability to present complex data clearly.</li><li>Strong attention to detail and ability to work independently and as part of a team.</li><li>Proficiency with Microsoft Excel, Microsoft PowerPoint, Co-Star, Argus, or similar software's and tools</li><li>Expert understanding of relevant financial concepts </li></ul> Company Benefits:<ul><li>401(k) Plan with Company Match</li><li>Generous Health Plan with HSA Match</li><li>Flexible Paid Time-off</li><li>Daily Company Lunches</li><li>Cell Phone Service Allowance</li><li>Discounts at Company-owned Resorts and Golf Courses</li></ul> Job Posted by ApplicantPro

Reef Capital Partners

Investment Associate, Real Estate Private Equity

Analysis Skills

Asset Management

Bank Stress Testing

Banking Services

Brokerage

Business Plan

Capital Markets

Cellular Telephone

Communication Skills

Corrective Action

Detail Oriented

Discounted Cash Flow (DCF)

Documentation

Due Diligence

Economics

Entrepreneurship

Finance

Financial Analysis

Financial Modeling

Fundraising

Internal Rate of Return (IRR)

Investment Management

Investment Services

Investment Strategy

Investor Relations

Leadership

Legal

Loan Closing

Loans

Market Share

Marketing Strategy

Microsoft Excel

Microsoft PowerPoint

Negotiation Skills

Portfolio Analysis

Presentation/Verbal Skills

Project Planning

Quantitative Analysis

Real Estate

Real Estate Development

Relationship Management

Risk

Risk Analysis

Sales Management

Team Player

Transaction Processing/Management

Variance Analysis

Waterfall Model of Software Development

Writing Skills

Talent Acquisition

RESPONSIBILITY: The Risk Analyst reports to the VP-Risk Manager and is primarily responsible for supporting risk-related functions within the Association, including but not limited to the following: Assist with developing appropriate risk management policies, plans, and procedures to achieve Association risk management objectives. Assist with formulating policies and procedures to determine hold limits for various segments of the loan portfolio, IRR requirements for capital markets and/or participation purchases, and pricing guidelines for various lending programs.

POSITION: Risk AnalystLOCATION: South Jordan or Spanish Fork, UtahGRADE: 11 (salary range $57,283-$85,681) depending on education and experience. Comprehensive benefits package provided (including medical, dental, vision, life insurance, defined contribution retirement program, and potential for incentive compensation).RESPONSIBILITY: The Risk Analyst reports to the VP-Risk Manager and is primarily responsible for supporting risk-related functions within the Association, including but not limited to the following:<ul><li>Assist with developing appropriate risk management policies, plans, and procedures to achieve Association risk management objectives.</li><li>Conduct risk analysis and modeling to inform corporate business planning and management decision making.</li><li>Contribute to the development, implementation, and/or maintenance of appropriate reporting for the risk management function.</li><li>Assist in developing and maintaining a strong internal control environment to protect corporate assets.</li><li>Assist with insurance, purchasing, and investment activities related to Association-owned assets.</li><li>Aid in formulating risk appetite statements and recommend policy to support such.</li><li>Assist with formulating policies and procedures to determine hold limits for various segments of the loan portfolio, IRR requirements for capital markets and/or participation purchases, and pricing guidelines for various lending programs.</li><li>Assist with administering and maintaining a robust Enterprise Risk Management (ERM) program.</li><li>Review compliance with Association Policies and FCA Regulations within areas of responsibility.</li><li>Assist with administering and maintaining a robust stress testing program on various business segments and the entirety of the loan portfolio.</li><li>Assist in developing, maintaining, and executing (when required) the Association Incident Response Plan.</li><li>Assist with implementing, administering, and maintaining a robust Vendor Risk Management program, including vendor due diligence, risk assessments, ongoing monitoring, documentation, and reporting.</li><li>Assist with implementing, administering, and maintaining Model Risk Management program responsibilities, including model inventory maintenance, risk assessments, validation coordination, documentation, monitoring, and reporting.</li><li>Other responsibilities as assigned by supervisor.</li></ul>EDUCATION AND EXPERIENCE: Bachelor’s degree in finance/accounting or business-related field. Equivalent experience required for bachelor’s degree in another field of study.Knowledge and experience in the areas of Enterprise Risk Management and/or Stress Testing and/or Vendor Risk Management and/or Model Risk Management preferred.Knowledge and experience in all aspects of the audit function and planning preferred.Knowledge and understanding of Farm Credit regulations and production agriculture preferred.Strong computer skills required, with knowledge and experience with risk management software and/or platforms preferred.Strong communication and collaboration skills required. Must be able to work cooperatively with individuals across all functional areas of the business.Sound understanding of organizing, planning, critical thinking, analysis, presentation, documentation, and decision making.Some understanding of accounting practices, financial reporting, fiscal management, and internal controls strongly preferred.Working knowledge of the sound extension of credit and credit administration preferred.Strong skills in verbal and written communication, and use of Microsoft Office suite of software products (including Word, Excel, PowerPoint, and Outlook) required. Perform daily responsibilities with accuracy, professionalism, and attention to detail.GENERAL DATA: For over 100 years, the Association has been providing agricultural lending services to commercial and mortgage borrowers in Utah and portions of Wyoming, Nevada, and Arizona.FINAL FILING DATE: Applications will be accepted until the position is filled.If you have any questions or need additional information, please call (801) 571-9200.Date: May 21, 2026EEO/AA Employer M/F

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Investment Jobs in Spanish Fork, UT

Investment Associate, Real Estate Private Equity Reef Capital Partners

Risk Analyst Western Ag Credit

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