Associate, Transactions

Posted 2 Days Ago
Be an Early Applicant
New York City, NY
110K-125K Annually
Junior
Fintech • Software • Financial Services
The Role
The Associate will support underwriting new transactions, conduct valuation analysis, create investment packages, communicate investment risks, and perform due diligence and market research related to institutional-quality real estate acquisitions.
Summary Generated by Built In

As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world.

If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!

Job Description

Job Purpose (Job Summary):  The general role of the Associate is to work with the Head of Underwriting and to support Senior Associates, Associate Directors and Acquisition Officers to underwrite all new transactions entering IRE’s pipeline and manage the process throughout the various stages of the acquisition process.

Key Responsibilities / Duties:

  • Conduct valuation analysis for potential acquisitions of institutional-quality multi-family, industrial, office, retail and alternative sector properties.

  • Assist in creating comprehensive and concise investment packages for presentation to the Invesco Investment Committee, providing all necessary support for the assumptions used.

  • Identify and clearly communicate the major risks associated with investment opportunities, both verbally and in writing.

  • Perform and offer expertise in all aspects of financial modeling, with a focus on unleveraged, leveraged, and structured analysis of institutional real estate.

  • Support the entire investment process by conducting due diligence and researching market conditions, including: physical assessments, location assessments, rent comparables, sales comparables, and replacement costs, while collaborating with internal and external teams.

Qualifications

  • Minimum of 1-3 years of experience in the underwriting of equity investments in commercial real estate

  • Proficiency in Argus (AE) and Excel, with skills validated by an external exam.

  • Solid foundational knowledge of commercial real estate.

Skills / Other Personal Attributes Required:

  • Excellent writing skills, capable of conveying analytical and marketing data clearly.

  • Proficient in research, analysis, and problem-solving, with the ability to interpret both qualitative and quantitative data.

  • Strong interpersonal, verbal, written, and listening communication skills.

  • Proven ability to prioritize, organize, and manage time effectively to meet multiple deadlines.

  • Self-motivated with a collaborative team player mindset.

.

Formal Education:

  • Undergraduate degree in finance, economics, or real estate preferred

The salary range for this position in New York is $110,000 - $125,000 annually. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience, and location.

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

YesWorkplace Model

At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office. 

What’s in it for you?

 

Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including: 

  • Flexible paid time off

  • Hybrid work schedule 

  • 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution 

  • Health & wellbeing benefits 

  • Parental Leave benefits 

  • Employee stock purchase plan

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.

Top Skills

Argus
Excel
The Company
HQ: Wimbledon
522 Employees
On-site Workplace
Year Founded: 2004

What We Do

intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help our customers thrive and grow. Our solutions support over 30,000 financial professionals worldwide, representing over three million end-investors, with over $1 trillion (US) advised across our platforms.

intelliflo operates independently under its own brand as a wholly owned subsidiary of Invesco, a global leader in the asset management industry with $1.6tr AUM. Whilst intelliflo remains independent in operations to Invesco, we draw from its strengths. After bringing together Invesco’s digital advisory solutions under our global intelliflo brand in March 2021, we continue to remain dedicated to powering the entire advisory lifecycle through our range of open architecture solutions, as the global leader in financial advice technology.

Digitization is transforming wealth management. Invesco is committed to creating commercial software that allows advisors, institutions, and investors, to unlock technology-enabled possibilities. intelliflo is a key part of Invesco’s ambition to build the future of wealth management.

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