Senior Investment Associate

Culdesac • Phoenix, AZ

109d

About The Position

As a Senior Investment Associate at Culdesac, you will help drive data-driven decisions by maintaining and expanding our financial infrastructure and investment processes as we scale. You will play a key role in our real estate strategy, supporting the analysis of existing and potential locations, as well as related outreach, design, and planning. You will report to the Chief Investment Officer, while also working closely with our CEO, cross-functional teams, investment partners, lenders, and other key stakeholders.

Requirements

• 4-6 years of relevant experience in investment analysis and deal structuring.
• Strong understanding of financial planning and reporting.
• Experience in operations and asset management.
• Ability to manage execution and problem solving in transactions.
• Familiarity with legal documents and zoning processes.

Responsibilities

• Conduct due diligence on land acquisition opportunities.
• Build and maintain custom pro forma underwriting models.
• Evaluate financing alternatives and understand what 'makes a deal work.'
• Lead a deal from cradle to grave.
• Organize the preparation and review of quarterly financial statements, annual budgets, and forecasts.
• Review market analyses, real estate tax forecasts, and disposition strategies.
• Prepare and review recurring investor, partner, and lender reports.
• Support the creation of quarterly board documents, presentations, and pitch decks for Culdesac projects and local stakeholders.
• Monitor cash flow, distributions, and returns of existing projects.
• Ensure adherence to operating and capital budgets, surface variances, and communicate risks.
• Ensure assets operate in line with management agreements, JV agreements, and loan documents.
• Manage critical timelines and deadlines for transactions and capital raises.
• Identify and proactively resolve issues that could affect closing or capital flow.
• Review legal documents.
• Work with counsel to negotiate key deal terms.
• Support transaction closings, including the title process.
• Build familiarity with zoning and entitlement processes.

Benefits

• Options for medical, dental, and vision coverage.
• Support for family planning resources and services.
• Up to 12 weeks paid parental leave for qualifying events.
• 401K Savings Plan available to employees.
• Up to $500 Work From Home Stipend for equipment.
• $100 per month Co-Working Stipend for remote employees.
• Up to $500 Mobility Stipend for personal micro-mobility setup.
• $200 per month Car-Free Commuter Benefit for Tempe employees.
• 25% discount on base rent for one unit at a Culdesac-managed property.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 11-50 employees