Job Description

Our client is an

investment and corporate finance advisory firm

supporting sophisticated transactions for high-net-worth and ultra-high-net-worth clients. Their work spans

real estate, M&A, structured financing, and complex capital structures, often involving multi-entity and cross-border considerations.

They operate with high standards, lean teams, and direct exposure to decision-makers and complex deal work.

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The Role

We're seeking a high-caliber

Investment Associate

with strong investment banking-style financial modeling and valuation experience, particularly in

real estate and structured transactions

.


This is a hands-on, execution-focused role suited to someone who is analytically sharp, "plug-and-play," and comfortable operating independently within an established deal framework. You'll work closely with senior leadership and initially receive onboarding support from an outgoing analyst and the Executive Director / Co-CEO.

###

Role Details

Commitment:

Part-Time (starting at ~30 hours/week), with potential to grow to full-time

Schedule:

Full availability during CET working hours (non-negotiable)

Location:

Fully Remote

Engagement:

Independent Contractor

Start Date:

ASAP

Rate:

$10-15/hour, depending on level of experience (can be more if exceptional)
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What You'll Do

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Financial Modeling & Deal Execution (Core Focus)

Build and underwrite

investment banking-level financial models

, primarily

single-asset real estate models

Analyze real estate assets, including:

+ Cash flows
+ P&Ls
+ DSCR and debt metrics
+ Sensitivity and scenario analysis
Structure and model

complex capital stacks

, including:

+ Senior debt
+ Mezzanine financing
+ Preferred equity
+ Waterfall structures

####

Transaction Support

Support transactions across:

+ Real estate acquisitions and refinancing
+ M&A transactions
+ Growth and expansion capital
+ Corporate financing
Evaluate deal viability, challenge assumptions, and stress-test scenarios Prepare internal investment analyses and decision-support materials
###

Requirements (Must-Have)

2+ years' experience

in one or more of the following:

+ Investment banking
+ Private equity
+ Corporate finance
+ Transaction advisory
Strong, hands-on experience with:

+ Financial modeling
+ Valuation
+ Deal underwriting
Proven ability to model and understand:

+ Single-asset real estate transactions
+ Structured capital stacks, waterfalls, mezzanine and preferred equity
Strong financial intuition and commercial common sense -- not just technical skill Comfortable working in a fast-paced, high-expectation environment Full availability during CET working hours
###

Nice-to-Haves (Strong Plus)

Direct real estate transaction experience Exposure to hospitality, entertainment, or F&B real estate Experience supporting UHNW or institutional clients CFA or progress toward CFA (or similar finance credentials)
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Ideal Candidate Profile

This role is ideal for someone who:

Enjoys

hands-on deal execution

, not just academic analysis Is comfortable working with

complex structures and high-stakes decisions

Can operate independently while maintaining precision and discipline Thinks critically and challenges assumptions when needed Is looking for

long-term growth

rather than short-term project work
###

Recruitment Process

Initial Interview

Client Interview

Offer & Onboarding

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