Senior Investment Associate
$120,000–$160,000 year
On-siteNapa, California, United States
Job Summary
Lead financial modeling, underwriting, and due diligence for new property acquisitions, analyzing market data, rent comps, and investment assumptions. Prepare investment summaries and presentations for leadership while supporting deal structuring, including debt and equity considerations. Build relationships with brokers, lenders, and deal sources, then partner with asset management and accounting to track post-close performance. This senior role offers meaningful involvement in live transactions within a well-established Napa real estate firm, providing a clear path toward leadership.
Required Qualifications
- 3–7+ years of experience in real estate investments / acquisitions / financial analysis
- Strong financial modeling and underwriting skills
- Experience evaluating real estate deals (multifamily, industrial, or similar)
- Ability to think critically about risk and return
- Strong communication skills and ability to work cross-functionally
Desired Qualifications
- Motivated, detail-oriented, and eager to grow within an investment platform
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