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Company

Culdesac · 2 hours ago

Senior Investment Associate

United States

Full-time

Remote

Mid, Senior Level

$115K/yr - $130K/yr

4+ years exp

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Responsibilities

Help drive data-driven decisions by maintaining and building upon our financial infrastructure and investment processes as we scale the company.

Be a key part in our real estate strategy by helping in the analysis of existing and potential locations and related outreach, design, and planning.

Report to the Chief Investment Officer of the company but also interface with other disciplines within the company, including the Chief Executive Officer, and our investment partners, lenders and other key relationships.

Conduct due diligence on land acquisition opportunities.

Create and maintain custom pro-forma underwriting models, evaluate financing alternatives, and understand what 'makes a deal work.'

Organize the preparation and review of quarterly financial statements and annual operating budgets and forecasts, including review of market analysis, real estate tax forecast, and disposition strategy.

Prepare and review recurring investor, partner, and/or lender financial reports and communications.

Support the preparation and creation of quarterly board documents, presentations, and pitch deck materials on Culdesac projects for partners, and local stakeholders.

Monitor cash flow, distributions, and returns of existing projects.

Ensure adherence to operating and capital budgets and business plans and effectively identify and communicate changes, variances, or concerns.

Review and understand complex legal documents and work with counsel to effectively negotiate key deal terms.

Understand or develop skills in closing transactions, including the title process.

Ensure assets are operating in a manner consistent with management agreements, joint-venture operating agreements, loan documents, etc.

Establish and meet critical timelines and deadlines for tasks and activities related to capital raises or transactions.

Identify and effectively address issues or problems that could otherwise adversely affect closing capital.

Qualification

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Due diligencePro-forma underwriting modelsFinancial statements preparationInvestor communicationsCash flow monitoringLegal document reviewZoning processesCapital raisesReal estate strategyFinancial forecastingProject management

Required

Experience in conducting due diligence on land acquisition opportunities.

Strong experience in creating and maintaining custom pro-forma underwriting models, evaluating financing alternatives, and understanding what 'makes a deal work.'

Experience in organizing the preparation and review of quarterly financial statements and annual operating budgets and forecasts, including review of market analysis, real estate tax forecast, and disposition strategy.

Experience preparing and reviewing recurring investor, partner, and/or lender financial reports and communications.

Able to monitor cash flow, distributions, and returns of existing projects.

Experience or ability to learn how to review and understand complex legal documents and work with counsel to effectively negotiate key deal terms.

Ensure assets are operating in a manner consistent with management agreements, joint-venture operating agreements, loan documents, etc.

Comfortable establishing and meeting critical timelines and deadlines for tasks and activities related to capital raises or transactions.

Benefits

Benefits Package - Includes options for medical, dental, and vision.

Family Planning Benefits

Parental Leave - Up to 12 weeks paid time off for qualifying events.

401K Savings

Work From Home Stipend - Up to $500 for equipment paid by the company.

Co-Working Stipend - $100 per month paid by Culdesac for space intended for work productivity directly related to Culdesac business (e.g., co-working space pass for the day). Remote employees only.

Mobility Stipend - Up to $500 to invest in employee micro-mobility setup (e.g., e-bike, e-scooter, micro-mobility accessories).

Car-Free Commuter Benefit - $200 per month paid by Culdesac. Tempe employees only.

On-Site Living Discount. 25% discount on base rent for 1 unit at a Culdesac managed property.