Investment Associate

We are seeking a highly motivated and entrepreneurial Investment Associate to join our dynamic team in Orange County. This is a hands-on role that offers exposure across the full real estate investment lifecycle, including acquisitions, dispositions, asset management, deal sourcing, underwriting, and lease execution. The ideal candidate will be a self-starter with exceptional communication skills, a strong analytical mindset, and a passion for real estate. This role is best suited for someone who thrives in a collaborative, fast-paced environment, and is eager to contribute to strategic decision-making while growing their own industry network and influence.

Responsibilities:

• Acquisitions & Dispositions: Assist in sourcing, analyzing, and executing investment opportunities, including preparing investment memos, market research, and due diligence.
• Underwriting: Build and maintain detailed financial models to evaluate the feasibility and return potential of investment opportunities.
• Asset Management: Support the ongoing performance tracking of assets, including operating metrics, leasing activity, and capital improvement planning.
• Deal Sourcing: Identify and pursue new investment opportunities through broker relationships, market outreach, and off-market strategies.
• Lease Execution: Work alongside asset management and legal teams to support leasing efforts, review LOIs, and track lease performance.
• Market Analysis: Conduct macro- and micro-level market research to support investment strategies and identify growth markets.
• Investor Reporting: Assist in preparing investor reports, presentations, and updates on existing and prospective deals.
• Collaboration: Work closely with senior leadership, external partners, brokers, and consultants to drive successful investment outcomes.

Desired Competency, Experience, and Skills:

• Experience: 2–5 years of experience in commercial real estate investment, asset management, private equity, or related field.
• Financial Acumen: Strong proficiency in financial modeling, valuation, and real estate underwriting.
• Communication: Excellent written and verbal communication skills with the ability to present to internal and external stakeholders.
• Entrepreneurial Drive: Proactive, self-motivated, and eager to take initiative in a lean and dynamic team environment.
• Market Knowledge: Familiarity with the Orange County commercial real estate market and a growing network of industry contacts.
• Technology Skills: Advanced proficiency in Excel and PowerPoint; familiarity with ARGUS, CoStar, and real estate CRM platforms is a plus.
• Relationship Builder: Strong interpersonal skills with the ability to cultivate and maintain industry relationships.
• Education: Bachelor’s degree in Finance, Real Estate, Economics, or related field. MBA or Master’s in Real Estate is a plus but not required.

This is an outstanding opportunity for an ambitious investment professional to grow their career while making a significant impact on deal execution and portfolio performance. If you’re looking to work with a collaborative team where your contributions matter, we’d love to hear from you.

This position is 100% in-office. The role requires working in office during standard business hours. Remote work or telecommuting is not an option for this position.