Investment Associate/Financial Analyst Summer 2027 Intern

Caldwell Companies • Cypress, TX

2d

About The Position

Caldwell Companies is seeking an Investment Intern for Summer 2027. The intern will work alongside financial analysts on the investment team and gain firsthand exposure to the acquisition, underwriting, and disposition processes for development projects. The role supports financial modeling, market research, and project reporting while providing an opportunity to learn how development plans, market conditions, and financing decisions influence investment performance across residential, multifamily, commercial, and mixed-use projects.

Caldwell Companies is a Houston-based, fully integrated real estate development and investment firm that has operated for more than 35 years. Its work includes master-planned communities, commercial developments, and residential rental communities. The company describes its culture as faith-based, fast-paced, and entrepreneurial, grounded in integrity, teamwork, and selfless service.

The intern will gain practical experience applying financial analysis to real development projects, learning from investment professionals, and understanding how financial and operational decisions shape a project from acquisition through disposition.

Requirements

• Currently pursuing a graduate degree in finance, real estate, economics, accounting, business, or a related field.
• Foundational understanding of financial statements, financial modeling, cash flow, and investment concepts through coursework or prior experience.
• Working knowledge of Microsoft Excel, including formulas and organizing data.
• Strong analytical, organizational, and communication skills.
• Attention to detail and ability to manage deadlines.
• Curiosity about real estate development and investment, willingness to ask questions and learn, and initiative to follow through on assignments.

Nice To Haves

• Financial modeling coursework or experience.

Responsibilities

• Assist financial analysts with building and updating Excel models for prospective acquisitions and existing development projects.
• Research market trends, comparable properties, pricing, rents, and absorption to support underwriting assumptions and feasibility analysis.
• Review offering memorandums and acquisition materials, and organize information to support evaluation of investment opportunities.
• Help update project budgets, forecasts, and cash flow projections; compare actual results with planned performance and summarize variances.
• Support analysis of investment returns, financing needs, and potential disposition opportunities under the investment team’s guidance.
• Assist with financial reports, investor reporting materials, and presentations; check supporting data for accuracy and completeness.
• Collaborate with investment and development teams on project assignments and additional research and analysis as needed.

What This Job Offers

• Job Type: Full-time
• Career Level: Intern