Manager, Investments and Underwriting

TRINITAS VENTURES • Carmel, IN

17h • Onsite

About The Position

This role exists to support Trinitas’ development, acquisition, and asset management efforts through thoughtful underwriting, financial analysis, and strategic evaluation of investment opportunities. The position plays a critical role in helping the company make informed decisions that maximize long-term portfolio and enterprise value. The work directly supports development, acquisitions, and asset management teams by ensuring investment opportunities, operating strategies, and portfolio decisions are backed by accurate analysis, market intelligence, and disciplined financial evaluation. When this role is performed well, Trinitas is positioned to pursue high-quality investments with confidence, strengthen asset performance, and maintain trusted relationships with investors and internal stakeholders. You won’t just complete analyses. You’ll help maintain a standard.

Requirements

• Bachelor’s Degree in Finance, Accounting, Real Estate, or a related field, or an equivalent combination of education and experience.
• Minimum of 3 years of experience in commercial real estate financial analysis, underwriting, or related investment analysis.
• Advanced proficiency in Microsoft Excel and financial modeling; strong understanding of real estate underwriting and valuation methodologies.
• Strong analytical ability, attention to detail, organization, communication skills, and the ability to manage multiple priorities effectively.
• Take pride in accountability.
• Value accuracy and follow-through.
• Perform well in structured environments with clear expectations.

Responsibilities

• Support the evaluation and execution of real estate investment opportunities that contribute to long-term portfolio growth.
• Continuously improve underwriting accuracy, reporting quality, and analytical processes that support strategic decision-making.
• Take accountability for delivering accurate financial models, market research, and investment analyses within established timelines.
• Proactively identify risks, inconsistencies, or opportunities during underwriting, due diligence, and asset management processes.
• Support compliance with financial, legal, and regulatory requirements through detailed and responsible analysis.
• Communicate clearly and professionally with internal teams, investors, and external partners to maintain trust and transparency.
• Assist in financial underwriting for student housing and multifamily development and acquisition opportunities, including opportunity evaluation and investment analysis.
• Perform financial modeling and analysis, including cash flow projections, valuation modeling, and investment return analysis to support business decisions.
• Conduct market research, due diligence, and competitive analysis for target markets and development opportunities.
• Support management of the company’s real estate portfolio, including student housing, mixed-use, multifamily, and other operating assets.
• Assist with budget preparation, business planning, debt compliance monitoring, quarterly valuations, and recurring portfolio reporting.
• Support refinance, disposition, lease, and credit tenant analyses as needed.
• Participate in capital market activities related to real estate acquisitions and investments.
• Build strong working relationships with development teams, asset management, senior leadership, and cross-functional partners.
• Contribute to Investment Committee discussions through objective analysis and thoughtful project evaluation.
• Support investor relations efforts through organized, accurate, and professional communication.
• Assist legal, finance, and accounting teams with compliance-related matters and documentation.
• Perform other related duties as assigned.

Benefits

• Generous time-off policy, including paid time off (PTO), volunteer days, and holidays.
• 401(k) with 4% company matching
• Competitive medical, dental, and vision coverage
• $1,000-$1,500 HSA Match
• $750 work-from-home setup stipend
• $60 Monthly Cell Phone Reimbursement

What This Job Offers

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