Associate, Investment

Summary:

The Associate, Investments will support the evaluation, execution, and ongoing management of investments across Archwell’s diversified portfolio, with a primary emphasis on real estate. This role integrates investment underwriting, asset management, and portfolio-level financial planning and analysis (FP&A). The Associate will contribute to transaction execution, financial modeling, due diligence, and performance monitoring of existing and prospective investments.

Essential Job Duties and Responsibilities:

• Analyze, evaluate, and diligence potential investment opportunities
• Assist with all aspects of transaction due diligence, including review of third-party reports, leases, purchase / sale agreements, and loan documentation
• Develop detailed cash flow projections and financial models for both existing assets and prospective investments
• Perform FP&A activities, including preparation of annual budgets and monthly budget vs. actual analyses
• Partner with accounting to produce managerial reporting at both the asset and portfolio levels

• Support asset management by monitoring property-level KPIs and operating performance, while contributing to revenue enhancement strategies and capital expenditure planning to maximize asset value
• Serve as liaison between management and external parties such as third-party property managers, lenders, counsel, and other vendors
• Complete ad hoc analyses and other special projects related to broader portfolio strategy outside of real estate, including M&A
• Collaborate with analyst(s) and other team members to ensure timely and accurate execution of responsibilities.
• Comply with all company policies and procedures.
• Maintain regular and punctual attendance.

Other Job Duties and Responsibilities:

Performs other related duties as assigned.

Supervisory Responsibilities:

• This position is an individual contributor.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education and/or Experience:

• Bachelor's degree in Finance, Economics, or a related field
• 4-7 years of experience in corporate finance, investment banking, private equity, or a related role. Experience in real estate is preferred.
• Advanced financial modeling skills; high proficiency in Microsoft Excel
• Ability to manage multiple projects and deadlines in a fast-paced environment
• Excellent written and verbal communication skills
• Highly motivated, detail-oriented, and able to work independently and collaboratively
• Strong understanding of real estate valuation fundamentals, capital markets, and transaction processes preferred
• Experience with FP&A and portfolio-level reporting preferred

Certificates, Licenses, Registrations:

• None Required

Work Complexity:

Problems and issues faced are difficult and complex, and may require understanding of broader set of issues. Problems typically involve consideration of multiple issues and understanding of the financial/mortgage industry. Problems are typically solved through drawing from prior experience and analysis of issues.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is normally performed in a typical interior office work environment which does not subject the employee to any hazardous or unpleasant elements. The noise level in the work environment is usually moderate.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds.

Equal Employment Opportunity:

The company is committed to providing equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, sex, marital status, sexual orientation, gender identity or expression, pregnancy, religion, national origin, age (40 and over), disability, military status, genetic information, or any other basis protected by applicable federal, state, or local laws.

Americans with Disabilities Act:

Applicants as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants as well as employees are encouraged to meet with Human Resources as the organization shall review reasonable accommodations on a case-by-case basis in accordance with applicable law.

Job Responsibilities:

The statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered as an all-inclusive list of all the work requirements of the position. The company may change the specific job duties with or without prior notice based on the needs of the organization.

Archwell creates, buys, and grows companies to build a strong, comprehensive portfolio to help businesses thrive, even in the toughest of markets. Our teams build essential corporate services, technology, and consulting to help the mortgage, finance, and banking industries succeed.