Job Description
Company Overview
Along with its affiliate companies, Affinius Capital invests across the risk spectrum for a global client base, managing over $64 billion in gross assets under management within a diversified portfolio across North America and Europe. Affinius Capital provides strategic equity and debt capital, including to capitalize on the accelerating demand for technology-driven real estate assets, to meet the critical need for housing solutions, and for other market and capital structure opportunities exhibiting compelling risk-return characteristics. For more information, visit affiniuscapital.com.
Job Description
The Vice President -or- Senior Vice President role is designed to support the portfolio management team responsible for overseeing the operations, investment performance, and strategic execution of the U.S. Real Estate Eagle Fund (the “Fund”), Affinius Capital’s flagship open-ended, diversified, core-plus fund. The role requires a true real estate investment professional with 10+ years of relevant experience, strong underwriting and transaction capabilities, advanced Excel and financial modeling skills, and the leadership presence to manage associates and communicate effectively with limited partners and other stakeholders. The position offers broad exposure to asset management, acquisitions, development, capital markets, accounting, performance reporting, and investor relations.
Key Responsibilities:
Fund Management and Portfolio Strategy
- Support Fund- and asset-level forecasting, annual planning, sensitivity analysis, stress testing, performance attribution, and scenario modeling.
- Monitor portfolio and investment performance, identify key drivers and risks, and provide actionable strategic recommendations to portfolio management leadership.
- Manage and evaluate Fund-level debt, including lines of credit and levered feeder structures, and support portfolio leverage and liquidity decisions.
- Oversee cash management, capital capacity, capital deployment, distribution, and liquidity forecasts.
- Collaborate with asset management and development teams to evaluate asset business plans, operating budgets, capital projects, leasing assumptions, and development requirements.
- Support portfolio construction and capital allocation decisions, including acquisition, development, refinancing, recapitalization, hold/sell, and disposition recommendations.
- Oversee quarterly valuation and portfolio review processes in coordination with asset management, accounting, performance, and valuation teams.
- Ensure compliance with the Fund’s governing documents, investment guidelines, investor side letters, and other applicable requirements.
Investment Underwriting and Financial Modeling
- Support Executive Director and above perform detailed underwriting of acquisitions, developments, recapitalizations, financings, and dispositions across multiple property types.
- Build, maintain, and review sophisticated Excel models, including property cash flows, development models, debt sizing, discounted cash flow analyses, joint venture waterfalls, promotes, and return sensitivities.
- Evaluate and challenge key underwriting assumptions, including rents, occupancy, concessions, operating expenses, capital expenditures, development costs, financing terms, cap rates, discount rates, and exit timing.
- Analyze investment returns using IRR, equity multiple, NPV, yield-on-cost, debt yield, DSCR, loan-to-cost, and loan-to-value metrics, as applicable.
- Perform market, comparable, supply-and-demand, and risk analysis to validate business plans and support investment recommendations.
- Review models and analytical work prepared by associates, ensuring technical accuracy, consistency, completeness, and clear documentation of assumptions.
- Demonstrated expertise working with large and complex datasets, including the ability to identify key performance indicators, trends, and anomalies; derive meaningful conclusions; and validate the accuracy, completeness, and consistency of the underlying data and analytical results.
Transaction Execution and Capital Markets
- Support transactions from initial screening and underwriting through investment committee approval, due diligence, financing, closing, and transition to asset management.
- Draft, review, and present investment committee memoranda and supporting analyses, clearly articulating the opportunity, business plan, capital structure, returns, downside risks, and recommended mitigants.
- Assist in structuring and negotiating joint ventures, partnership agreements, equity commitments, governance rights, and economic waterfalls.
- Coordinate asset-level debt placement with capital markets, investment, development, and asset management teams; evaluate construction, bridge, permanent, and other financing alternatives.
- Coordinate due diligence workstreams involving legal, tax, accounting, environmental, engineering, insurance, market, and operational matters.
- Work closely with disposition teams and brokers on valuation, marketing materials, bid analysis, buyer diligence, and sale execution.
Investor and Stakeholder Communication
- Develop clear, accurate, and decision-useful materials for quarterly reporting, investor updates, annual meetings, prospective investor diligence, fundraising, and other stakeholder communications.
- Communicate Fund and asset performance, attribution, outlook, liquidity, leverage, investment activity, and key risks to limited partners, consultants, lenders, joint venture partners, and internal leadership.
- Participate in investor updates, new investor meetings, partner meetings, investment committee discussions, and the annual investor conference.
- Collaborate with capital raising and investor relations teams on messaging, speaking points, responses to due diligence requests, and presentation materials.
- Translate complex real estate, financial, and portfolio matters into concise and credible executive-level communications.
Leadership and Team Development
- Manage, mentor, and develop associates and analysts, including prioritizing assignments, reviewing work product, providing technical guidance, and supporting professional development.
- Establish and reinforce best practices for underwriting, modeling, investment memoranda, portfolio analytics, reporting, and quality control.
- Lead cross-functional workstreams and maintain accountability across investments, asset management, development, accounting, legal, performance, capital markets, and investor relations.
- Demonstrate sound investment judgment, ownership, initiative, and the ability to advance multiple complex priorities in a fast-paced environment.
Additional Responsibilities:
- Coordinate with internal and external counsel and capital raising teams on Fund documents and investor requirements.
- Collaborate with accounting and performance teams on quarterly reports, financial results, valuations, and performance measurements.
- Continuously improve Fund models, reporting processes, controls, documentation, and management information.
- Assist with other Fund-related operational initiatives and strategic projects as needed.
- Perform additional duties as assigned.
Requirements
- Bachelor’s degree in Finance, Real Estate, Accounting, Economics or related fields. Masters degree or MBA, MSRE, CFA, CAIA or CPA preferred.
- 6+ years of experience in institutional private equity real estate, investment management, acquisitions, development, asset management, portfolio management, real estate finacnce, or a comparable field.
- Demonstrated experience underwriting and managing real estate investments and transaction, with a strong understanding of the investment process from initial evaluation through closing and ongoing asset oversight.
- Advanced Excel and financial modeling skills, with the ability to independently build, audit, and explain complex real estate investment models.
- Proficiency with Argus Enterprise, Yardi, Microsoft PowerPoint, and other tools commonly used in institutional real estate investment and reporting.
- Strong understanding of valuation, capital structures, joint ventures, debt financing, portfolio management, and institutional real estate performance metrics.
- Experience preparing investment committee materials and presenting investment recommendations or performance updates to senior decision-makers.
- Proven leadership capabilities, including experience managing, mentoring, or overseeing associates and analysts.
- Exceptional written, verbal, and presentation skills, including the ability to communicate credibly with limited partners and diverse internal and external stakeholders.
- Excellent analytical judgment, attention to detail, organizational discipline, and follow-through.
- Ability to manage multiple priorities and deliver high-quality work under tight deadlines; extended hours may be necessary during peak periods.
- Must be willing to work on-site full time.
- Qualifications may warrant placement in a different job title.
Affinius Capital complies with laws and regulations that permit certain requests related to your data in our files, including, but not limited to, the California Consumer Privacy Act (the “CCPA”). The Company's privacy policy and contact information for questions regarding your data or the policy may be found here.
At Affinius Capital our employees enjoy generous benefits packages including comprehensive medical, dental and vision plans, 401k, educational and professional designation assistance and much more! The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Affinius Capital is an Equal Opportunity Employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.