Associate Director, Investments

POSITION SPECIFICATION

ASSOCIATE DIRECTOR, INVESTMENTS

Shine Associates, LLC has been retained to search, identify and recruit an Associate Director of Investments on behalf of our client. The position will be located in either the Boston, Charlotte, or Nashville office.

CONFIDENTIALITY

Shine Associates, LLC has been exclusively retained on this assignment. Information contained in this position specification as well as any other information concerning our client provided or verbally discussed is confidential.  All materials and discussions are to be utilized for the sole purpose of a candidate’s personal review of the career opportunity.

CLIENT DESCRIPTION

Our client is a privately held commercial real estate owner and developer of transformative, urban mixed-use environments headquartered in Boston, Massachusetts. Founded in 1993, the Company has developed over $6 billion in real estate, representing more than six million square feet of property. A catalyst for one of the most vibrant new urban neighborhoods in the country, it prides itself on projects that transform communities and enhance the well-being of residents, employees and those who come to enjoy what it has created.

With offices in Boston, Charlotte, Raleigh and Nashville, the firm is a growing and expanding company that has stayed true to its values while having the capacity and resources to undertake projects throughout the United States.

Over the course of 28 years, the Company has earned a reputation as one of the premier developers of transformational, urban mixed-use environments on the East Coast. Collectively, its senior executives have held senior management or principal roles in over $12 billion in ground-up real estate development in major urban markets throughout the United States.

KEY RESPONSIBILITIES

Investments

• Evaluate and execute investment opportunities by providing analytical support to the Investments team across all asset classes and markets. This includes preparing financial models and valuations utilizing ARGUS and Excel.
• Conduct in-depth market/property research and summarize information to support underwriting assumptions.
• Complete due diligence and closing processes by working closely with asset management, property management, development, finance, legal, and accounting. Tasks include coordinating departments and third-party consultants, travel/property inspections, formulating business plans, completing lease abstracts and ARGUS reviews, compiling and synthesizing market information.
• Assemble information on an investment opportunity and prepare a written evaluation for use in underwriting and Investment Committee packages to the Investment Committee for approval.
• Prepare ad hoc analysis, documentation, and briefs for review by more senior team members.
• Assist with organizing, refining, and implementing the valuation process.
• Fulfill any all-other duties deemed necessary by management.

• Integral point-person that coordinates and communicates with various departments in order to execute the asset-level business plan and implement actions to create value.
• Assist senior Asset Management team professionals by conducting financial analyses, tracking investment performance, and producing reports of the portfolio.
• Monitor the performance of existing investments and identify potential areas of concern or opportunity.
• Prepare quarterly valuations and reports by updating model assumptions, inputting property-level activity, and completing investor reports.
• Assist team members in dispositions or refinancing processes.
• Maintain databases, records, and assist Investor Relations completing portfolio management activities.
• Conduct market research, data mining, and collect competitive property transaction information.

• Self-motivated, proactive, and detail-oriented individual with a commitment to providing a high-quality work product.
• Strong research and problem-solving skills.
• Ability to work independently and to proactively seek new responsibilities.
• Well organized, accurate, thorough, and able to consistently meet deadlines.
• Ability to professionally interact with onsite staff, senior management and third-party clients.
• Flexibility in a dynamic, entrepreneurial environment.
• A high level of energy, enthusiasm and positivity.

COMPENSATION

Compensation will include a competitive base salary and bonus, and an attractive benefits package.

Requirement: Successful candidate must be fully vaccinated for Covid-19 by start date, in office attendance will be required.

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), national origin, age (40 or older), marital status, sexual orientation, gender identity/expression, citizenship, real or perceived disability or handicap, genetic predisposition, veteran status, and/or any other protected category in accordance with applicable federal, state or local laws.

CONTACT INFORMATION

Shine Associates, LLC
www.shineassociatesllc.com
45 School Street
Suite 301
Boston, MA 02108

Hillary Shine, Principal                                                                                                     
(203) 613-3562                                                           
[email protected]                                                                 

Kelsey Shine, Director
(508) 494-6569
[email protected]

Chandlee Gustafson, Associate
(978) 201-3100
[email protected]