What are the responsibilities and job description for the Real Estate and Investment Associate position at JE Dunn?
Best People Right Culture. These are the driving forces behind JE Dunn’s success.
By hiring inspired people, giving them interesting and challenging work, enabling them with innovative tools, and letting them share in the company’s rewards, we’ve found a sustainable way to grow in our industry for the last 95 years.
Our diverse teams around the country strive to enrich lives through inspired people and places every day, and we need inspired people like you to join us in our pursuit of building perfection.
Role Summary
The Real Estate and Investment Associate will work with JE Dunn Capital Partners, focusing efforts on financial analysis including proformas, valuation, analyzing data and conducting market and property research. As an Associate, the incumbent will also provide the company analytical support to underwriting and evaluating an array of alternative asset opportunities such as Private Equity, Private Credit, Venture Capital, and other privately sourced investments. The Real Estate and Investment Associate will be responsible for supporting investment decisions through analysis, presentations and formal reporting. All activities will be performed in support of the strategy, vision, and values of JE Dunn.
- Autonomy & Decision-Making: Makes decisions on assigned areas of responsibility, provides recommendations to supervisor, and refers all exceptions to supervisor, as needed.
- Career Path: Senior Real Estate and Investment Associate
Key Role Responsibilities - Core
- Performs project due diligence to evaluate market competitiveness and economic feasibility.
- Builds and maintains working relationships to acquire market insights from internal and external sources.
- Contributes to the creation of specialized research on the real estate market pertaining to geographic markets of interest and property types.
- Analyzes and reviews partner capacity and project structure to determine deal viability.
- Prepares financial analysis including pro formas, valuation, underwriting and data analysis.
- Assists with underwriting and provides modeling for JEDCP team on new real estate investments.
- Maintains financial models that evaluate optimal debt structures, refinancing risk, exit strategies and property performance scenarios.
- Supports all aspects of closing out project and equity capital transactions.
- Supports market and property research to prepare feasibility studies for proposed developments.
- Assists in providing financial modeling of overall real estate holdings performance on a quarterly, or as needed basis, to include IRR and equity estimations, valuations, capital calls and cash flow distributions.
- Conducts and participates in project meetings and calls with joint venture partners, investors, and project sponsors.
- Provides ongoing support to investors and other stakeholders.
- Assists in preparing financial offering memoranda and due diligence process, coordinating with external 3rd parties.
- Analyzes all accounting reports for real estate investments and other entities as directed, reviews all investment documents in partnership with legal and tracks and updates investment performance progress.
- Assists with annual budgeting process for JE Dunn Capital Partners investment outlay.
- Performs detailed investment analysis on new alternative asset class opportunities such as Private Equity, Private Credit, Venture Capital, and other privately sourced investments.
- Requests alternative asset performance data from investment partners and updates investment team on project performance.
- Evaluates secondary and co-investment opportunities presented by alternative asset managers.
- Builds and communicates portfolio investment analytics, as directed.
Key Role Responsibilities - Additional Core
N/A
Knowledge, Skills & Abilities
- Ability to perform work accurately and completely, and in a timely manner
- Communication skills, verbal and written
- Proficiency in MS Office specifically Excel
- Advanced financial real estate modeling knowledge
- Meticulous in building, retrofitting, and auditing real estate financial models
- Keen knowledge of partnership waterfall structures
- Ability to deliver quality through attention to detail
- Organizational skills
- Listening skills
- Knowledge and understanding of business objectives
- Knowledge of organizational structure and available resources
- Ability to quickly and effectively solve complex problems
- Ability to think strategically about various potential investment outcomes
- Ability to adapt to change
- Ability to present a positive disposition, professional attitude and maintain composure and constructive interpersonal relationships under pressure
- Ability to manage budgets, maximize profitability and generate future work through building relationships
- Ability to build relationships and collaborate within a team, internally and externally
Education
- Bachelor’s degree in Finance and Accounting (Required).
- Master’s in Business Administration (Preferred).
- In lieu of the above requirements, equivalent relevant experience will be considered.
Experience
- 3 years experience in Real Estate, Financial Management and/or Accounting (Required)
Working Environment
- Must be able to lift up to 10 pounds
- May require periods of travel
- Normal office environment
- Frequent activity: Sitting, Viewing Computer Screen
- Occasional activity: Standing, Walking, Bending, Reaching above Shoulder
At JE Dunn, our approach to benefits means caring for the whole person, and it begins with a comprehensive benefits program that meets families' needs. We offer competitive and award-winning benefit packages including medical, dental, vision, 401(K) and Employee Stock Ownership Plan.
JE Dunn Construction is committed to hiring and retaining a diverse workforce. We are proud to be an Equal Opportunity/Affirmative Action Employer and it is our policy to provide equal opportunity to all people without regard to race, color, religion, national origin, ancestry, marital status, veteran status, age, disability, pregnancy, genetic information, citizenship status, sex, sexual orientation, gender identity or any other legally protected category. JE Dunn Construction is a background screening, drug-free workplace.
JE Dunn provides reasonable accommodations to qualified individuals with disabilities. If you would like to request a reasonable accommodation in order to apply for a job, please submit your request to accommodations@jedunn.com
JE Dunn Construction Company does not accept unsolicited resumes from search firms or agencies. Any resume submitted to any employee of JE Dunn Construction without a prior written search agreement will be considered unsolicited and the property of JE Dunn Construction Company. Please, no phone calls or emails.
