Finance & Banking Associate, Financial Analyst

Our client is a real estate investment firm based in San Francisco founded in 1994. Our client’s holdings largely consist of two primary asset classes – office and hotels. The firm has specialized in cyclical investment in the San Francisco office market and other major markets primarily along the west coast and has successfully invested through three full market cycles. Our client’s hospitality portfolio currently includes 104 select service hotels in 29 states as well as six super‑luxury resorts and hotels.

The firm specializes in value‑add opportunities with a track record of strong performance.

Our client is seeking an Associate to join its San Francisco based team. The candidate will take on an active role evaluating new investment opportunities and will be responsible for underwriting, due diligence, and preparing investment memos on potential acquisitions. Additionally, the candidate will be involved in the asset management of existing properties within the portfolio, while also assisting on dispositions, refinances and recapitalizations.

This is an exciting opportunity for an individual to join an active and lean investment team in a visible role, working alongside senior members of the organization, offering potential for growth and advancement.

• Creating detailed Excel and Argus models to analyze financial structures and cash flows and evaluate the viability of new acquisition opportunities
• Maintaining acquisition pipeline trackers
• Preparing highly detailed investment memorandums, research reports and analyses
• Conducting in-depth property‑level, market and industry due diligence
• Interfacing with lenders and equity partners, as well as legal and other third‑party vendors
• Produce annual strategic business plans and work with property teams to produce annual budget and future cashflow projections for existing portfolio assets
• Assist with the lease negotiation process for prospective tenants and conduct lease analyses
• Review and abstract governing documents, including partnership agreements, loan agreements, leases or other legal documents, as requested.
• Create and maintain network file folders, and organize pertinent asset‑related documents within
• Assist in the oversight of all ongoing capital projects within the portfolio

• 2‑5 years of relevant real estate underwriting/acquisitions/asset management experience
• Exceptional attention to detail and organizational skills
• High proficiency in Microsoft Excel and Argus required
• Strong cash flow and partnership structure modeling experience
• Ability to work well both independently and in group settings
• Ability to effectively multitask and prioritize
• A “can do” attitude with substantial resourcefulness
• Excellent written and oral communication abilities
• A passion for and visible commitment to real estate investing

Associate

Full‑time

Management and Analyst