What are the responsibilities and job description for the Associate, Investments, Real Estate position at Kayne Anderson?
Job Description:
Requirements:
Benefits
Salary Range: $80,000 - $155,000/year
- Perform underwriting and financial modeling for acquisitions, developments, and dispositions across the Medical Office, Seniors Housing, Student Housing, and Multifamily sectors
- Perform modeling of investments including discounted cash flows, monthly operating projections, joint venture structures and waterfalls, multi-layer financing, sensitivity analyses, and modification of existing models to accommodate unique deal-by-deal requirements.
- Research market data and other resources to support underwriting assumptions.
- Prepare Investment Committee Memoranda.
- Manage due diligence process, including third party reports, market studies, site visits, etc.
- Coordinate and facilitate the effective closing of a transaction by communicating with partners, maintaining internal checklists, tracking outstanding issues, and assisting other internal departments (including legal, capital markets, and construction).
- Support verticals with refinancing, disposition, and recapitalization efforts
- Engage, with support of Directors/Managing Directors, with broker community to understand climate of specific verticals & track sales data.
- Compile, analyze, and develop an interpretation on the status of real estate markets across the country, which includes a detailed analysis of competitive properties, sales valuations, supply and demand fundamentals, and demographics
- Facilitate the onboarding and integration of new team members by leading training on internal systems, firm policies, underwriting tools, and sector-specific strategies to ensure a seamless transition and consistent team standards
- Evaluate asset performance by interpreting leasing data, financial statements, and market trends to inform hold-sell analyses and strategic asset-level recommendations.
- Drive the end-to-end management of due diligence processes by leading cross-functional coordination with internal departments and external parties, ensuring timely execution and resolution of critical path items.
- Champion operational enhancements by designing and implementing process improvements that streamline workflows, strengthen interdepartmental collaboration, and elevate team efficiency throughout the investment lifecycle
- Oversee the development and standardization of investment templates, including screeners and approval memorandums and financial models, to ensure consistency, clarity, and analytical rigor across all investment materials
Requirements:
- Bachelor's degree in Real Estate, Finance, Business Analytics, or a related field
- Two (2) years of experience as an International Tax Services Senior Associate, Associate, or a related occupation
- Experience/knowledge must include the following:
- Related financial experience with exceptional analysis skills and strong understanding of financial concepts
- High Proficiency in Excel, Word, PowerPoint and other MS Office programs
- Experience/knowledge with Argus and third-party research database and software
Benefits
Salary Range: $80,000 - $155,000/year
Salary : $80,000 - $155,000