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.

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)

What You’ll Do

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)

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

1. Initial Interview

2. Client Interview

3. Offer & Onboarding