Archwell · 1 week ago
Associate, Investments
Conshohocken, PA
Full-time
Onsite
Mid Level
4+ years expArchwell is a company focused on investments, particularly in real estate. The Associate, Investments will support the evaluation, execution, and ongoing management of investments, contributing to transaction execution, financial modeling, and performance monitoring of existing and prospective investments.
Information Technology & Services
Responsibilities
Analyze and evaluate potential investment opportunities across real estate and other asset classes
Support all phases of transaction due diligence, including review of third-party reports, leases, purchase and sale agreements, and financing documentation
Prepare and maintain detailed underwriting models and cash flow projections for prospective investments
Develop and maintain financial models for existing assets and new investment opportunities
Prepare annual operating budgets and perform monthly budget-to-actual variance analyses
Partner with accounting to produce accurate managerial and portfolio-level financial reporting
Monitor property-level operating performance and key performance indicators
Assist in identifying revenue enhancement initiatives, cost management strategies, and capital expenditure planning to support value creation
Support ongoing asset management efforts to optimize performance and returns
Serve as a point of coordination between internal management and external parties, including third-party property managers, lenders, legal counsel, and other vendors
Assist with preparation of internal reporting and investment-related presentations
Complete ad hoc analyses and special projects related to broader portfolio strategy, including non–real estate investments and M&A activities
Collaborate with analysts and other team members to ensure timely, accurate, and consistent execution of responsibilities
Comply with all company policies and procedures
Maintain regular and punctual attendance
Qualification
Required
Bachelor's degree in Finance, Economics, or a related field
4–7 years of experience in corporate finance, investment banking, private equity, or a related field. Background in real estate is a plus, but not a requirement
Strong financial modeling and analytical skills; advanced proficiency in Microsoft Excel
Solid understanding of valuation fundamentals, capital markets, and transaction processes
Ability to manage multiple priorities and deadlines in a fast-paced environment
Strong written and verbal communication skills
High attention to detail and ability to work both independently and collaboratively
Preferred
Experience in real estate investment, asset management, or real estate private equity
Experience with FP&A and portfolio-level reporting
Company
Archwell
With combined decades of industry experience, the One Archwell team provides unparalleled, cross-functional support to the greater mortgage industry.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Erik A.
President & CEO
Joe Trapani
Chief Technology Officer
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