Investment Associate – Real Estate & Corporate Finance

Our client is an investment and corporate finance advisory firm supporting sophisticated transactions for high-net-worth and ultra-high-net-worth clients. Their work spans real estate, M&A, structured financing, and complex capital structures, often involving multi-entity and cross-border considerations. They operate with high standards, lean teams, and direct exposure to decision-makers and complex deal work. The Role We’re seeking a high-caliber Investment Associate with strong investment banking–style financial modeling and valuation experience, particularly in real estate and structured transactions. This is a hands-on, execution-focused role suited to someone who is analytically sharp, “plug-and-play,” and comfortable operating independently within an established deal framework. You’ll work closely with senior leadership and initially receive onboarding support from an outgoing analyst and the Executive Director / Co-CEO. Role Details • Commitment: Part-Time (starting at ~30 hours/week), with potential to grow to full-time • Schedule: Full availability during CET working hours (non-negotiable) • Location: Fully Remote • Engagement: Independent Contractor • Start Date: ASAP • Rate: $10-15/hour, depending on level of experience (can be more if exceptional) What You’ll Do Financial Modeling & Deal Execution (Core Focus) • Build and underwrite investment banking–level financial models, primarily single-asset real estate models • Analyze real estate assets, including: • Cash flows • P&Ls • DSCR and debt metrics • Sensitivity and scenario analysis • Structure and model complex capital stacks, including: • Senior debt • Mezzanine financing • Preferred equity • Waterfall structures Transaction Support • Support transactions across: • Real estate acquisitions and refinancing • M&A transactions • Growth and expansion capital • Corporate financing • Evaluate deal viability, challenge assumptions, and stress-test scenarios • Prepare internal investment analyses and decision-support materials Requirements (Must-Have) • 2+ years’ experience in one or more of the following: • Investment banking • Private equity • Corporate finance • Transaction advisory • Strong, hands-on experience with: • Financial modeling • Valuation • Deal underwriting • Proven ability to model and understand: • Single-asset real estate transactions • Structured capital stacks, waterfalls, mezzanine and preferred equity • Strong financial intuition and commercial common sense — not just technical skill • Comfortable working in a fast-paced, high-expectation environment • Full availability during CET working hours Nice-to-Haves (Strong Plus) • Direct real estate transaction experience • Exposure to hospitality, entertainment, or F&B real estate • Experience supporting UHNW or institutional clients • CFA or progress toward CFA (or similar finance credentials) Ideal Candidate Profile This role is ideal for someone who: • Enjoys hands-on deal execution, not just academic analysis • Is comfortable working with complex structures and high-stakes decisions • Can operate independently while maintaining precision and discipline • Thinks critically and challenges assumptions when needed • Is looking for long-term growth rather than short-term project work Recruitment Process • Initial Interview • Client Interview • Offer & Onboarding Apply tot his job Apply To this Job