6,342 Investment Associate jobs in the United States

Commercial Real Estate - Asset Management & Investment Associate - Job Description (Exempt)

About Us:

 Shin Yen Retail Property Management is a premier commercial real estate company with a growing portfolio of retail properties across diverse markets. Our success is driven by expert property management, disciplined capital investment, and a commitment to financial excellence. We are seeking a talented Asset Management & Investment Associate to support both our investment initiatives and asset management strategies, helping to maximize returns and strengthen portfolio performance.

Position Overview:

The Asset Management & Investment Associate will play a hybrid role, bridging investment analysis with hands-on asset management. This role involves conducting financial modeling, underwriting acquisitions, and structuring financing while also supporting portfolio strategy, lease oversight, and property-level performance. The ideal candidate will bring strong financial and analytical skills, preferably with prior banking, credit, or investment experience, and a solid understanding of commercial real estate operations.

Key Responsibilities:

Investment & Financial Analysis

• Conduct financial modeling, forecasting, and sensitivity analyses for acquisitions, refinancing, and portfolio planning.
• Evaluate acquisition opportunities through underwriting, market research, and feasibility analysis.
• Support due diligence for acquisitions and dispositions, including financial, legal, and operational reviews.
• Prepare investment memoranda, offering documents, and presentations for senior management, lenders, and investors.
• Track and report portfolio performance metrics including DSCR, LTV, NOI, IRR, and cash-on-cash returns.

Asset & Portfolio Management

• Assist in developing and executing strategic asset management plans to optimize property value and returns.
• Collaborate with property management on budgeting, financial reviews, and operational oversight.
• Monitor tenant performance, rent rolls, lease compliance, and occupancy levels.
• Provide recommendations for enhancing asset profitability and long-term performance.
• Oversee vendor contracts, capital improvements, and property upkeep alongside the property management team.

Capital Markets & Debt Financing

• Structure and analyze financing packages for acquisitions, refinancing, and recapitalizations.
• Maintain relationships with banks, insurance companies, and other capital providers.
• Prepare loan packages, financial reports, and support lender due diligence processes.
• Track interest rate shifts, refinancing impacts, and capital deployment scenarios.

Leasing & Occupancy

• Support lease negotiations, renewals, and tenant credit assessments.
• Partner with brokers and marketing teams to identify tenants and maintain an optimal tenant mix.
• Analyze market trends to improve occupancy rates and drive long-term value creation.

Reporting & Risk Management

• Generate regular performance reports, portfolio analyses, and property assessments for management.
• Support risk management efforts by monitoring compliance with legal, safety, and regulatory requirements.
• Assist with crisis management planning and ensure risk mitigation strategies are in place.

Systems & Process Optimization

• Utilize Yardi and Argus for modeling, reporting, and portfolio tracking.
• Enhance internal workflows, reporting tools, and compliance processes.
• Ensure accuracy and integrity of financial and operational data.

Qualifications:

• Bachelor’s degree in Finance, Real Estate, Economics, or related field ( MBA preferred ).
• 4–7 years of experience in commercial real estate asset management, investment banking, or credit analysis.
• Strong financial modeling and advanced Excel skills; experience with Yardi and Argus strongly preferred.
• Deep understanding of commercial real estate lending, underwriting, and asset management practices.
• Excellent communication, negotiation, and presentation skills.
• Ability to manage multiple projects and priorities in a fast-paced environment.
• Self-motivated, highly organized, and detail-oriented with strong problem-solving skills.

Job Type: Full-time

Pay: $80,000-$86,000 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday
• No weekends

Work Location: In person

• Identify and evaluate potential real estate investment opportunities across various property types.
• Conduct comprehensive market research, financial analysis, and property due diligence.
• Develop detailed financial models, including DCF, LTV, and IRR calculations.
• Prepare investment committee memorandums and present findings and recommendations.
• Assist in the negotiation of purchase agreements and financing arrangements.
• Monitor and analyze the performance of existing portfolio assets.
• Coordinate with property managers, leasing agents, and other third-party service providers.
• Support asset management activities, including budgeting, leasing, and capital improvements.
• Facilitate the disposition process for investment properties.

• Bachelor's degree in Finance, Real Estate, Economics, or a related field. Master's degree or MBA is a plus.
• 3-5 years of relevant experience in real estate investment, acquisitions, or asset management.
• Strong understanding of real estate valuation methods and financial modeling techniques.
• Proficiency in Excel, Argus Enterprise, and real estate databases (e.g., CoStar, Reis).
• Excellent written and verbal communication skills.
• Ability to manage multiple projects simultaneously and meet tight deadlines.
• Strong negotiation and interpersonal skills.
• Experience in the Southern California market is advantageous.

Title: Investment Banking Associate

Role Overview:
We are currently partnered with a highly reputable middle-market Investment Bank that is looking to add an Associate to their Franchise and Restaurant team in Los Angeles, CA or Charlotte, NC. Due to strong deal flow in the sector, the firm is looking to add talent that can manage and lead relationships with prospective sellers, run due diligence, mentor junior analysts, and work directly with senior bankers to get transactions across the line.

Key Responsibilities:

• Support senior bankers in the execution of M&A transactions, capital raises, and strategic advisory mandates.
• Conduct financial modeling, valuation analysis, and industry research.
• Prepare client presentations, pitch books, and marketing materials.
• Participate in due diligence processes and deal structuring.
• Build and maintain relationships with clients, investors, and internal stakeholders.

Qualifications:

• 3-5 years of experience in Investment Banking in the Consumer, Retail, or Restaurants/ Franchise.
• Strong understanding of financial statements, valuation techniques, and transaction processes.
• Excellent written and verbal communication skills.
• Ability to manage multiple projects and deadlines simultaneously.
• Passion for the restaurant and franchise sectors is a plus.
• MBA or equivalent experience preferred.

What We Offer:

• Exposure to high-profile transactions and leading brands.
• Collaborative and entrepreneurial team culture.
• Competitive compensation and benefits.
• Opportunities for professional growth and advancement.

Title: Investment Banking Associate

Role Overview:
We are currently partnered with a highly reputable middle-market Investment Bank that is looking to add an Associate to their Franchise and Restaurant team in Los Angeles, CA or Charlotte, NC. Due to strong deal flow in the sector, the firm is looking to add talent that can manage and lead relationships with prospective sellers, run due diligence, mentor junior analysts, and work directly with senior bankers to get transactions across the line.

Key Responsibilities:

• Support senior bankers in the execution of M&A transactions, capital raises, and strategic advisory mandates.
• Conduct financial modeling, valuation analysis, and industry research.
• Prepare client presentations, pitch books, and marketing materials.
• Participate in due diligence processes and deal structuring.
• Build and maintain relationships with clients, investors, and internal stakeholders.

Qualifications:

• 3-5 years of experience in Investment Banking in the Consumer, Retail, or Restaurants/ Franchise.
• Strong understanding of financial statements, valuation techniques, and transaction processes.
• Excellent written and verbal communication skills.
• Ability to manage multiple projects and deadlines simultaneously.
• Passion for the restaurant and franchise sectors is a plus.
• MBA or equivalent experience preferred.

What We Offer:

• Exposure to high-profile transactions and leading brands.
• Collaborative and entrepreneurial team culture.
• Competitive compensation and benefits.
• Opportunities for professional growth and advancement.

Blacklock Group are partnered with an elite boutique who are looking to add an associate to their M&A group. The group are particularly strong in the healthcare and tech spaces.

Candidates with strong sell-side M&A reps are sought after for this opportunity.

175k - 225k base salary, with a competitive bonus.

• Develop and maintain complex financial models for valuation, LBOs, M&A, and other transaction types.
• Conduct comprehensive industry and company research to support deal origination and execution.
• Prepare pitch books, confidential information memorandums (CIMs), management presentations, and other client-facing materials.
• Manage and execute due diligence processes, coordinating with various parties.
• Assist in the structuring and negotiation of transactions.
• Work closely with clients to understand their strategic objectives and financial needs.
• Support senior bankers in client relationship management and business development efforts.
• Provide analytical support for capital raising activities (debt and equity).

• Bachelor's degree from a top-tier university, preferably in Finance, Economics, or a related field. MBA or advanced degree is a plus.
• 3-5 years of relevant experience in investment banking, private equity, or corporate development.
• Demonstrated expertise in financial modeling, valuation techniques, and corporate finance.
• Exceptional analytical, quantitative, and problem-solving skills.
• Proficiency in Microsoft Excel and PowerPoint.
• Strong understanding of financial markets and M&A processes.
• Excellent written and verbal communication skills.
• Ability to work long hours and meet demanding deadlines.
• Team player with a proactive and diligent attitude.