Bachelor’s degree in Accounting, Finance, Economics, or a related field
6+ years of experience in real estate (investment, finance, development, or private equity)
Advanced understanding of real estate finance, equity capitalization structures, and valuation concepts (NPV, IRR, cap rates)
Experience reviewing and preparing key real estate documents (LOIs, offering memorandums, leases, market reports, RFPs)
Strong financial modeling skills in Argus and Excel
Excellent communication, analytical, and presentation skills with attention to detail
Ability to manage multiple projects in a fast-paced, entrepreneurial environment
Current California Real Estate Salesperson license, or ability to obtain within six months (company-sponsored)
Willingness to travel up to 25% locally
Preferred
Proven ability to source and execute deals independently
Master’s degree in Business, Finance, Economics, or related field
Knowledge of Northern California real estate markets
Collaborative, team-oriented approach with ability to work effectively with internal stakeholders and external partners
Strong writing and verbal communication skills, with ability to distill complex concepts clearly
Highly motivated, organized, and adaptable with a strong sense of ownership
Proficiency in Microsoft Office Suite; familiarity with Salesforce, Yardi, PeopleSoft, or similar systems is a plus
Responsibilities
Partner with Investment and Market Officers, Development, Entitlement, and Leasing teams to source and execute capital deployment opportunities, including land acquisitions, value-add redevelopments, developments, single-asset and portfolio acquisitions, and select M&A opportunities
Develop and maintain strong relationships with external partners including brokers, architects, contractors, engineers and other consultants to expand deal flow and market intelligence
Identify and present new investment opportunities by analyzing market trends and competitive dynamics
Lead underwriting, feasibility analysis, and financial modeling (DCF, pro forma, Argus, Excel) to evaluate acquisitions and speculative development projects
Prepare and deliver investment memos and presentations for senior management and the Investment Committee
Support quarterly reporting and ongoing evaluation of the existing land bank and pipeline
Provide analytical and execution support to advance new business opportunities