Senior Associate, Shared Business Services (Secondaries Real Estate)

QUALIFICATIONS

Education:

• →Bachelor’s or master’s degree in business, finance, or another pre-professional field, or a discipline with exposure to Real Estate/ Infrastructure and Secondaries.
• →Strong academic background with demonstrated interest in Real Estate, Secondaries, private markets, or alternative investments.

Experience Required:  

• →6-10 years of experience in Real Estate Secondaries, Real Estate Private Equity, Investment Banking, Transaction Advisory, Valuation, Asset Management, or related investment roles.
• →Strong experience in financial modeling, underwriting, valuation, due diligence, and portfolio analysis.
• →Proven ability to independently manage complex workstreams and review junior team deliverables.
• →Experience collaborating with investment professionals and managing stakeholder expectations.
• →Exposure to LP-led and GP-led secondary transactions is preferred.
• →Experience with Power BI, VBA, Python, SQL, AI tools, or process automation is a plus.

General Requirements:

• →Strong analytical, financial modeling, and problem-solving skills.
• →Solid understanding of real estate investing, private markets, and secondary transactions.
• →Excellent attention to detail and commitment to quality.
• →Strong written and verbal communication skills.
• →Ability to manage multiple priorities in a fast-paced environment.
• →Demonstrated leadership, mentoring, and stakeholder management capabilities.
• →Proficiency in leveraging technology and automation to drive efficiency.

• Lead underwriting and due diligence efforts for Real Estate Secondaries investment opportunities, including financial modeling, valuation analysis, market research, benchmarking, and investment performance assessment.
• Independently build, maintain, and review fund-level and asset-level underwriting models for LP-led transactions using manager reporting, financial statements, and other diligence materials.
• Review and analyze GP-led transaction materials, including sponsor, GP, and advisor models, and oversee the population of internal underwriting, valuation, and metrics templates.
• Evaluate property-level and fund-level performance across multiple sectors, including multifamily, industrial, office, retail, hospitality, self-storage, data centers, and other real estate asset classes.
• Support transaction execution and ongoing asset management activities by monitoring portfolio performance, tracking key operating and valuation metrics, and rolling forward underwriting models based on updated GP reporting.
• Oversee GIC SMA reporting, fund performance monitoring, and portfolio analytics processes, ensuring accuracy, consistency, and timely delivery of investment insights to stakeholders.
• Serve as a key point of coordination between SBS and the Real Estate Secondaries investment team, proactively managing timelines, stakeholder requests, deliverables, and issue resolution.
• Review analyst work products, provide coaching and technical guidance, and promote best practices across financial modeling, reporting, and diligence workflows.

There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.