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Freestone Capital Management · 6 hours ago

Real Estate Investments, Associate

Seattle, WA

Full-time

Onsite

Entry, Mid Level

$80K/yr - $100K/yr

2+ years exp

Freestone Capital Management is an independent wealth and asset management firm with over $13 billion in assets under advisement. They are seeking an Investment Associate to support new acquisitions and ongoing portfolio performance through detailed financial modeling and collaboration with the real estate team.

Financial ServicesVenture Capital

Growth Opportunities

Responsibilities

Develop detailed financial models to evaluate new investment opportunities across multifamily, industrial, manufactured housing assets, and other real estate asset types. Develop relationships with brokers and operating partners to source potential investments

Build and maintain fund-level cash flow models to support capital allocation, performance forecasting, and investor reporting

Conduct property-level, market, and industry research to inform investment decisions

Perform financial modeling for existing assets, tracking key metrics such as NOI growth, leasing trends, refinancing opportunities, and return projections. Conduct market research to support asset strategy decisions

Prepare investment memos, presentations, and materials for portfolio management and investment committee meetings

Assist in the drafting of marketing materials and presentations for distribution to Freestone’s clients and prospective investors

Support special projects, administrative functions, process improvements, and technology implementations that enhance investment operations and decision-making

Qualification

Real estate experienceFinancial modelingAnalytical skillsMicrosoft ExcelCommunication skillsProblem-solvingPresentation skillsProject managementTeam collaboration

Required

A minimum of 2-5 years of direct real estate experience including real estate experience in private equity, investment banking, lending, or consulting. Multifamily real estate, affordable housing, office, and industrial experience a plus

Strong analytical skills, with experience managing multiple projects with competing deadlines

Significant experience with real estate valuation, fund-level cash flow modeling, financial analysis, and underwriting

A self-driven, proactive mindset with a knack for problem-solving

Excellent communication and presentation skills, with the ability to synthesize complex analysis into clear recommendations

Advanced proficiency with Microsoft Word, Excel, and PowerPoint