Atlas Search
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Base pay range
$90,000.00/yr - $125,000.00/yr A prominent institutional real estate private equity platform that focuses on investing in middle-market real estate across select high-growth regions in the United States. The firm operates as part of a larger investment group specializing in middle-market debt and structured equity strategies in commercial real estate. Job Overview The Associate will work closely with the Managing Director of Finance & Portfolio Management, supporting the financial and accounting management of the firm’s portfolio of joint ventures and funds. This role will involve managing over 30 existing joint venture investments, supporting the financial activities of two managed funds, developing and maintaining forecasts at the JV, fund, and client portfolio levels, and assisting with the onboarding of new investments. The Associate will also collaborate with the Acquisitions and Asset Management teams on various projects. Given the firm's fast-paced growth and lean structure, this position offers substantial exposure to all stages of the real estate investment cycle. Key responsibilities include: Joint Ventures Review and analyze joint venture agreements and loan documentation Review quarterly financial reports and annual audited statements for JVs Collaborate with JV partners to ensure compliance with financial reporting standards Develop and manage cash flow, net income, and forecast models for joint ventures Track equity commitments and assist in fulfilling capital contributions Support the Asset Management team on transactions, including refinancings and sales; review waterfall calculations and assess income impact Assist the Acquisitions team in reviewing new investment opportunities, partnership agreements, loan agreements, and conducting due diligence on JV partners Funds Assist the MD in managing the financial aspects of the firm’s managed funds Oversee investor and fund capital commitments, operating expenses, and working capital Coordinate with fund administrators to process operating expenses, capital calls, and investment contributions Calculate quarterly asset management fees and the partner share of NAV Collaborate with fund administrators to prepare quarterly financials and investor statements Maintain and update forecasting models, fund waterfall calculations, and performance metrics (e.g., IRR, equity multiple) Additional Responsibilities Support the accounts payable process, including invoice processing Contribute to capital raising efforts, including presentation preparation, data analysis, and DDQ population Seniority level
Associate Employment type
Full-time Job function
Accounting/Auditing and Finance Industries
Real Estate, Venture Capital and Private Equity Principals, and Financial Services Medical insurance, 401(k), Vision insurance, Paid maternity leave, Paid paternity leave, Disability insurance.
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$90,000.00/yr - $125,000.00/yr A prominent institutional real estate private equity platform that focuses on investing in middle-market real estate across select high-growth regions in the United States. The firm operates as part of a larger investment group specializing in middle-market debt and structured equity strategies in commercial real estate. Job Overview The Associate will work closely with the Managing Director of Finance & Portfolio Management, supporting the financial and accounting management of the firm’s portfolio of joint ventures and funds. This role will involve managing over 30 existing joint venture investments, supporting the financial activities of two managed funds, developing and maintaining forecasts at the JV, fund, and client portfolio levels, and assisting with the onboarding of new investments. The Associate will also collaborate with the Acquisitions and Asset Management teams on various projects. Given the firm's fast-paced growth and lean structure, this position offers substantial exposure to all stages of the real estate investment cycle. Key responsibilities include: Joint Ventures Review and analyze joint venture agreements and loan documentation Review quarterly financial reports and annual audited statements for JVs Collaborate with JV partners to ensure compliance with financial reporting standards Develop and manage cash flow, net income, and forecast models for joint ventures Track equity commitments and assist in fulfilling capital contributions Support the Asset Management team on transactions, including refinancings and sales; review waterfall calculations and assess income impact Assist the Acquisitions team in reviewing new investment opportunities, partnership agreements, loan agreements, and conducting due diligence on JV partners Funds Assist the MD in managing the financial aspects of the firm’s managed funds Oversee investor and fund capital commitments, operating expenses, and working capital Coordinate with fund administrators to process operating expenses, capital calls, and investment contributions Calculate quarterly asset management fees and the partner share of NAV Collaborate with fund administrators to prepare quarterly financials and investor statements Maintain and update forecasting models, fund waterfall calculations, and performance metrics (e.g., IRR, equity multiple) Additional Responsibilities Support the accounts payable process, including invoice processing Contribute to capital raising efforts, including presentation preparation, data analysis, and DDQ population Seniority level
Associate Employment type
Full-time Job function
Accounting/Auditing and Finance Industries
Real Estate, Venture Capital and Private Equity Principals, and Financial Services Medical insurance, 401(k), Vision insurance, Paid maternity leave, Paid paternity leave, Disability insurance.
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