Associate, Investment Management
About The Position
The Associate, Investment Management plays a key role in supporting transaction execution, portfolio oversight, and investor-facing reporting across Standard Communities’ affordable housing portfolio. This role combines transaction-oriented underwriting and execution responsibilities with ongoing portfolio analysis and investor communication, operating with a high degree of independence and judgment. The Associate partners closely with Acquisitions, Asset Management, Accounting, Compliance, and senior leadership to evaluate performance, support capital events, and ensure timely, high-quality reporting to institutional and high-net-worth investors.
Requirements
- Bachelor’s degree in Finance, Real Estate, Business, or a related field.
- Typically 4–6+ years of experience with direct transaction exposure, including acquisitions, refinancings, recapitalizations, and/or dispositions, within real estate private equity, investment management, or a related platform.
- Demonstrated experience building and reviewing transaction-level financial models and evaluating returns, risks, and structuring considerations.
- Advanced Excel-based financial modeling and analytical skills; experience with portfolio-level analysis strongly preferred.
- Strong understanding of real estate fundamentals, operating metrics, and investment structures.
- Excellent written and verbal communication skills, with the ability to present complex analyses clearly to internal and external stakeholders.
- Strong problem-solving skills and ability to operate independently in a fast-paced, deadline-driven environment.
- Demonstrated ability to manage multiple workstreams, prioritize effectively, and take ownership of deliverables.
Nice To Haves
- Affordable housing experience (LIHTC, workforce, or mixed-income) strongly preferred.
Responsibilities
- Play a lead analytical role in transaction execution, including refinancings, recapitalizations, and dispositions.
- Coordinate due diligence materials, third-party reports, lender and agency requests, and closing deliverables.
- Assist with return analysis, financing assumptions, and structuring considerations across capital events.
- Support and lead asset-level and portfolio-level financial analysis, including forecasting, sensitivity analysis, and scenario planning.
- Monitor portfolio performance relative to underwriting, business plans, and budgets; identify key drivers of variance, risk, and opportunity.
- Partner with Asset Management to evaluate operating performance, NOI trends, capital deployment, and long-term value creation initiatives.
- Develop analytical insights to inform portfolio strategy, capital allocation, and investor communications.
- Own meaningful portions of quarterly and annual investor reporting, including analytical schedules, variance explanations, and written narrative.
- Support preparation of investor presentations, capital calls, distributions, and ad hoc analyses.
- Interface directly with investors on data requests, reporting questions, and follow-up analyses, ensuring accuracy and responsiveness.
- Help ensure compliance with reporting requirements, partnership agreements, and communication timelines.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
