Investment Associate

Investment Associate

Investment Associate

Latino Legends

2 hours ago

No application

About

  • Investment Associate
  • Compensation & Benefits
  • Monthly salary: $2,500–$3,500 USD (based on experience)
  • Performance bonus: Tied to execution quality, accuracy, and deal outcomes
  • Paid Time Off: 120 hours annually (15 days equivalent)
  • Holidays: Six major U.S. holidays
  • Payment method: Gusto, paid twice per month
  • Schedule
  • Full-time, Monday–Friday
  • U.S. Eastern Time (EST) working hours
  • Flexibility required during live transactions, closings, or time-sensitive matters
  • About the Role
  • Latino Legends is partnering with a fast-growing, U.S.-based real estate investment platform to identify a driven Investment Associate. Our client focuses on acquiring and operating residential communities across the United States and is actively expanding its portfolio through disciplined acquisitions and hands-on asset management.
  • This is a high-trust role designed for someone who wants meaningful responsibility and direct exposure to the full investment lifecycle. The Investment Associate will operate as a true extension of the founder, supporting acquisitions, financing, closings, and post-acquisition asset management.
  • Key Responsibilities
  • Acquisitions, Financing & Closings
  • Analyze new investment opportunities and build, maintain, and refine underwriting models
  • Run scenario and sensitivity analyses to support investment decisions
  • Draft letters of intent (LOIs) and support negotiations through closing
  • Coordinate due diligence, financing, and closing processes with lenders, attorneys, brokers, and sellers
  • Review loan documents, purchase agreements, surveys, and closing statements for accuracy and risk
  • Asset Management & Portfolio Oversight
  • Review monthly and quarterly financials, identify variances, and recommend corrective actions
  • Assist with operating budgets, rent strategies, and capital planning initiatives
  • Monitor utilities, taxes, insurance, and vendor expenses for optimization opportunities
  • Track post-closing obligations, repair escrows, and capital improvement projects
  • Investor & Reporting Support
  • Set up and manage investor portals, including capital accounts and distributions
  • Draft quarterly investor updates and transaction-specific materials
  • Support tax reporting processes and year-end financial deliverables
  • Ideal Background
  • 3–7+ years of experience in real estate, finance, asset management, or transaction-focused roles
  • Strong financial modeling and Excel skills with real-world application experience
  • Hands-on experience working with lenders, attorneys, brokers, or investors
  • Excellent written and spoken English (required)
  • Experience supporting founders, principals, or senior decision-makers
  • U.S. real estate experience strongly preferred
  • Required Traits
  • Ownership mindset with the ability to follow issues through to resolution
  • Sound judgment and strong instincts around when to escalate versus solve independently
  • Clear, direct, and professional communicator with external stakeholders
  • Comfortable operating in ambiguity and fast-paced transaction environments
  • Low ego, high standards, and strong accountability
  • Application Process
  • Candidates shortlisted by Latino Legends will be asked to complete a case exercise assessing judgment, communication, and transaction thinking.
  • Why This Role Stands Out
  • This role offers real responsibility beyond analysis. You’ll work on deals from initial review through closing and remain involved post-acquisition, with meaningful autonomy and trust from day one.