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Senior Investment Associate

Atlantic Group
Philadelphia, PA Full Time
POSTED ON 1/23/2025 CLOSED ON 2/22/2025

What are the responsibilities and job description for the Senior Investment Associate position at Atlantic Group?

Job Overview - Senior Associate:

Join our client as a Senior Associate at a dynamic investment firm in Philadelphia, PA. Play a crucial role in deal sourcing, underwriting, and asset management, working closely with senior leaders on investment memos, market research, and special projects, with excellent growth opportunities.


Compensation: $120,000 - $150,000/year bonus

Location: Philadelphia, PA

Schedule: Monday to Friday (In-Office)


Responsibilities as the Senior Associate:

  • Investment Analysis: Conduct underwriting, market analyses, and financial modeling for acquisitions and dispositions.
  • Oversight: Manage physical, financial, legal, and operational due diligence processes for transactions.
  • Documentation: Prepare detailed investment memoranda for committee review and assist with meeting documentation.
  • Monitoring: Maintain valuation models, track investment performance, and coordinate asset management tasks.
  • Strategy: Identify target markets for investments and create fundraising and reporting presentations.


Qualifications for the Senior Associate:

  • Education: Bachelor’s degree in Real Estate, Business, Finance, or Economics required.
  • Experience: 4 years in Real Estate Investment or Finance required.
  • Technical Skills: Advanced analytical and financial modeling skills with strong Excel proficiency and knowledge of complex financial structures.
  • Skills: Effective communicator with strong organization and multitasking abilities in fast-paced settings.


Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.


ID #41185

Salary : $120,000 - $150,000

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