Investment Associate

AmCap Incorporated

. Support portfolio-level performance analysis, valuation work, business plan tracking, and strategic asset reviews .

Posted 9/28/2026full-timeStamford • Connecticut • United StatesJuniorMid-Level💰 $100,000 - $130,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial modeling, underwriting, and closing retail real estate transactions, while effectively managing relationships with clients, investors, and industry stakeholders. Proficient in utilizing tools like Argus Enterprise and Yardi to support portfolio analysis and capital raising efforts.

Highest-signal resume keywords

Financial ModelingUnderwritingRetail Real Estate Industry NetworkArgus EnterpriseYardi

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

ValuationPerformance AnalysisDeal StructuringTransaction ExecutionDiligence Review

Soft Skills

LeadershipProject ManagementCommunicationInterpersonal SkillsPresentation Skills

Tools & Technologies

Microsoft ExcelMicrosoft PowerPointMicrosoft Word

Certifications & Qualifications

Bachelor’s Degree in FinanceMBA

Industry Keywords

Retail Real EstateInvestor RelationsAcquisition PipelineMarket ResearchFinancial Analysis

About the role

Key responsibilities & impact

Support portfolio-level performance analysis, valuation work, business plan tracking, and strategic asset reviews
Prepare quarterly reports, portfolio dashboards, performance summaries, and ad hoc analyses for investors and internal stakeholders
Support capital raising through investor materials, portfolio analytics, track record support, and diligence response materials
Collaborate with acquisitions, asset management, leasing, property management, operations, finance, and accounting teams
Evaluate new investment opportunities and manage the acquisition pipeline from initial screening through closing
Source marketed and off-market opportunities through broker and owner relationships, industry events, and direct outreach
Lead market and property research, underwriting, financial modeling, deal structuring, financing coordination, due diligence, and transaction execution
Review and assess diligence materials to identify risks, validate underwriting, and support investment decisions
Review and negotiate transaction and operating documents, including LOIs, PSAs, leases, loan agreements, and management agreements
Prepare investment committee memoranda, valuation analyses, and decision-support materials for senior leadership
Travel periodically for sourcing, diligence, asset review, and transaction execution

Requirements

What you’ll need

Minimum of 3 years of successful track managing, underwriting, and closing retail real estate
High proficiency with Argus Enterprise, Yardi, and Microsoft Excel/PowerPoint/Word
Strong financial modeling, analytical skills, and critical thinking
Strong retail real estate industry network including brokers, owners, investors, lenders, and others
Bachelor’s degree in finance, real estate, economics, or another related field
MBA is a plus
Ability to thrive and lead in a fast-paced environment while working on multiple projects simultaneously
Ability to work extended hours when required
Ability to move with a sense of urgency
Demonstrated record of leadership and effective project management skills
Demonstrated experience managing client/investor, seller, broker, and lender relationships
Strong communication and interpersonal skills
Interest in helping to grow an entrepreneurial business significantly
Strong presentation skills

Benefits

Comp & perks

Annual performance bonus
Health insurance
Dental insurance
Vision insurance
Life and AD&D insurance
Short Term Disability insurance
Long Term Disability insurance
401(k)
Paid Time Off
Paid Parental Leave
Fertility Reimbursement Program