Investment Associate - Charlotte, NC
Indexed description
If you thrive in a high-impact, fast-paced environment and want exposure to the full investment lifecycle, this is your opportunity to step into a role where your work directly shapes deals, strategy, and portfolio performance.
What You’ll Do
Drive Deals & Execute Investments
- Play a key role in acquisitions, development projects, refinances, and recapitalizations
- Partner on transaction execution—from underwriting to closing
- Coordinate due diligence, debt placement, and legal structuring (JVs, operating agreements, and more)
- Build and own sophisticated financial models across a variety of multifamily deal types
- Dive deep into markets—analyzing comps, trends, and competitive positioning
- Evaluate capital structures and investment strategies to maximize returns
- Create compelling investment memos and investor presentations
- Support asset management initiatives, budgeting, and business plan execution
- Partner with operations teams to unlock revenue opportunities and drive value
- Contribute to investor reporting with clear, data-driven insights
- Improve internal systems, reporting, and underwriting processes
- Support strategic growth initiatives, new market expansion, and product development
- Bring ideas—this is a place where innovation is expected, not optional
- Bachelor’s degree in Real Estate, Finance, Business, or related field
- 2–4 years of experience in real estate, investment banking, or a related field, preferably with a focus on multifamily investments
- Advanced proficiency in Excel and PowerPoint; experience with investment management software is preferred
- Exposure to multifamily acquisitions, development, or asset management preferred
- Excellent communication skills and confidence working with senior stakeholders
- Full lifecycle exposure – from acquisition to asset stabilization and beyond
- Direct access to leadership – work side-by-side with decision-makers
- Real impact – your work influences deals, strategy, and growth
- Entrepreneurial culture – fast-moving, collaborative, and opportunity-rich
- Growth potential – clear path for advancement as we continue to scale
- Established Scale - portfolio of more than $2.0B of multifamily AUM
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