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Company

Culdesac · 17 hours ago

Senior Investment Associate

Tempe, AZ

Full-time

Remote

Mid, Senior Level

$115K/yr - $130K/yr

4+ years exp

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Responsibilities

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.

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

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.

Qualification

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Due DiligencePro-forma Underwriting ModelsFinancial Statements PreparationInvestor Financial ReportsCash Flow MonitoringLegal Document ReviewTransaction Closing SkillsZoning KnowledgeCapital Raise Timelines

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

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

Able to 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.

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

Understanding or ability to develop skills in closing transactions, including the title process.

Familiarity with zoning and/or entitlement processes.

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.

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

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.