Real Estate Investment Associate

As a trusted advisor in the professional services industry, you know what matters most to clients: Big thinking with a personal focus. You also know what matters most to your own success, including: career growth, work-life flexibility, leadership that cares about your ability to succeed, the opportunity to give and receive one-on-one coaching and mentoring, as well as learning opportunities that inspire professional development. Experience them all at Schneider Downs, where we’ve been providing accounting, tax, consulting, and wealth management services through our team of innovative thought leaders for over 65 years. Start building a career with people motivated to help you succeed—and enjoy more of what counts.

Schneider Downs Corporate Finance (SDCF), an affiliate of Schneider Downs & Co., which operates and manages a real estate investment platform that focuses on acquiring and developing multifamily and student housing properties throughout the United States. We partner with real estate developers and owners to connect them with our platform of private and institutional capital providers seeking direct real estate investment opportunities. Since 2014, we have invested over $200 million across 30 transactions in multifamily, student housing, and hospitality investment opportunities.

Learn more about SDCF’s Real Estate practice here: https://vimeo.com/696682148

Schneider Downs has embraced the hybrid work model, so this role will have flexibility working from home, as well as in the office.

What You’ll Do

• Pre-screen real estate investment opportunities, including analysis of real estate companies, property characteristics, business plans, market fundamentals, deal structures, and financial metrics
• Draft materials for and present to investment committee, which includes our CEO and SDCF’s leadership team, and other key internal constituents
• Build real estate financial models from scratch, with a focus on multifamily properties, for various deal structures including different types of waterfalls (preferred hurdles, IRR hurdles, etc.) for joint-venture equity
• Develop investor facing offering documents, investment return analyses, and other financial analyses and documents
• Being the focal point of the due diligence process, including gathering and analyzing due diligence materials and coordinating reports from third parties
• Represent SDCF through interactions with clients (real estate companies and investors) and third parties
• Review and interpret joint venture agreements, loan documents, subscription agreements, and other legal documents customary to the real estate industry
• Identify and explore new sources of capital to grow SDCF’s investor base
• Monitor, analyze and report on the performance of existing investments
  
  
  

What You’ll Need

Required:

• Bachelor’s degree with a major in Accounting, Economics, Finance, Real Estate, or related field or sufficient demonstrated coursework to reflect training in fundamental concepts used in real estate capital markets
• Minimum of three years of experience in real estate private equity/finance, with emphasis on structuring and execution of transactions
• Demonstrated direct experience with a commercial real estate firm, real estate development firm, investment sales, mortgage banking firm, or other investment/financial institution; candidates with strong backgrounds in other areas may also be considered
  
  
  

Preferred:

• Series 7 and 63 licenses preferred but not required
  
  
  

Other:

• Proficiency with and understanding of:
• Real estate development and acquisition transaction structures and metrics, including equity waterfalls and promotes
• Customary legal documents in the real estate finance industry such as partnership agreements, loan documents, and development agreements
• Private capital and joint venture equity legal structures and customary processes
• Geographic market metrics for real estate, and the ability to convey analysis of a particular market’s current state and future outlook
• Self-starter who is comfortable working in an entrepreneurial environment, where taking ownership of their individual work product is key to the team’s growth and success
• A team player who is hard working, dedicated, and independently takes initiative with limited supervision
• Strong financial analysis skills, including fundamental understanding of financial accounting
• Proficient computer skills including Excel, PowerPoint, and Word
• Proficient with CRM systems
  
  

Work Style:

• Assertive and proactive
• Confidently drives toward results
• Swift and calculated decision-making
• Adept at independently prioritizing and implementing multiple, concurrent work-streams or strategic initiatives
• Ownership of work product and attention to detail
• Professional presentation style in all types of work product (both internal and external facing), requiring little oversight or feedback to generate materials that are “client-ready”
• Dedicated to continuous improvement of both the individual’s work product, and SDCF’s overall investment and asset management processes
  
  
  

WHERE CULTURE COUNTS

At Schneider Downs, our culture is our identity. And it’s our culture of care that makes us unique. Even as we grow, we work hard to retain this culture to continuously promote a positive, supportive work environment through our core values: Care, Integrity, Flexibility, Respect, and Drive.

ENJOY MORE OF THE THINGS THAT MATTER MOST

• Competitive compensation
• Insurance, including health, dental, and vision, that begin on day one
• 20+ days of paid time off and 13 paid holidays
• Flex Fridays and office closures for summer and winter breaks
• Parental leave, family care leave, and volunteer time
• 401(k) plans and profit sharing
• CPA exam bonus, education assistance program, and pet insurance
  
  
  

About Schneider Downs

For over 65 years, Schneider Downs has provided audit, tax, consulting, and wealth management services through our team of innovative thought leaders committed to our approach of providing Big Thinking with a Personal Focus. Our client roster includes a diverse blend of well-established national and regional businesses both publicly and privately owned – as well as not-for-profits and exciting start-ups. Regardless of industry or corporate profile, our clients receive the highest level of responsiveness, pro-activity, and personal attention to their individual needs. We call that commitment the SD Standard and it’s what makes us different.

A PLACE WHERE INCLUSIVITY COUNTS

Schneider Downs is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other protected characteristics. We believe a culture of care that celebrates diversity, equity, and inclusion contributes to a better company, better client services, and a better world.

BUILD A CAREER WHERE YOUR NEEDS COUNT. APPLY NOW.

Schneider Downs does not accept unsolicited referrals for vacancies, and any unsolicited referral will become the property of Schneider Downs. Upon hire, no fee will be owed to the agency, person, or entity.

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