Associate - Investments (West Palm Beach)

Investments Associate

Location : West Palm Beach, FL

Firm Overview

Our Firm is a privately held real estate private equity firm focused on the acquisition, development, ownership, and management of best-in-class real estate properties across the East Coast and Sun Belt regions. Our team combines deep institutional investment expertise with extensive development and construction know-how. With a track record of more than $10 billion in real estate assets, our founders bring unmatched experience in investment, development, and deal execution.

Position Overview

We are seeking a highly motivated Investments Associate (210 years of relevant experience) to join our growing team. This role offers significant exposure to the full investment lifecycle from sourcing and underwriting through execution and portfolio management. The Associate will work directly with senior team members on acquisitions and development opportunities, gaining hands-on experience and contributing meaningfully to Shorehams growth.

Key Responsibilities

Build detailed financial models, valuations, and sensitivity analyses for acquisitions and development projects

Support the due diligence processes, including comparable properties analysis, market research, legal documentation and all aspects of deal execution

Draft and deliver investment memoranda and presentations to investment committee, capital partners, and lenders

Monitor asset and portfolio performance, including budgets, construction progress, and operational performance indicators

Cultivate and maintain relationships with brokers, lenders, and operating partners

Conduct macro and micro market research, analyzing trends that impact real estate investment decisions

Qualifications

25 years of experience in investment banking, private equity, real estate investment, or a related field

Advanced proficiency in Excel with strong financial modeling and analytical skills. Knowledge of and experience with Argus, Costar and other relevant real estate platforms a plus.

Solid understanding of real estate valuation, capital markets, and investment principles

Excellent written and verbal communication abilities

Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment and demonstrated

Outstanding work ethic and attitude a must

Bachelors degree required (advanced degree or professional designation a plus)