Capital Markets Senior Associate - ColRich Multifamily : Job Details

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This range is provided by ColRich. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$120,000.00/yr - $140,000.00/yr

Direct message the job poster from ColRich

From South Africa to Southern California, the ColRich story is a decades-long journey of growth, continuous reinvention and a culture of caring. Through generations of family ownership, the ColRich brand has evolved, but the company's foundation remains the same today as in the beginning; build lasting communities through a culture centered around innovation, humility and a commitment to helping others – ColRich Thrive.

Our Bio:

ColRich is a real estate, construction and investment firm focused on value-add, residential real estate in strategic locations primarily in the Western U.S. Our platform's sustainability is assured through long- term ownership enabled by long-term debt and equity. We are focused on enduring, tax-efficient cash flow for our investors.

In the multifamily space, we actively maximize cash-on-cash returns and capital appreciation by acquiring properties with upside through extensive renovation and improved management. Leveraging our unique homebuilding background and construction platform, we reposition these older properties as design-forward, affordable workforce housing alternatives to newer Class A product.

Our development history includes the successful entitlement, construction, marketing and sales of single- family homes, townhomes, mid-rise condominiums and apartments. Currently we are bringing to market two master-planned, destination-oriented communities offering a combined 5,000+ homes (both for sale and rental) over a 10-year time horizon. In addition, the company is also working on several individual apartment developments (1,000+ units).

With a service matters operating philosophy, our team is passionate about supporting residents across our portfolio, building better environments that fuel happier residents, improving investor returns and creating a strong sense of purpose that drives what we do every day.

ColRich's portfolio includes $1.05 billion of equity actively invested through January 2025 in 85 deals across 8 states. These include master-planned community developments and 20,000+ multifamily units.

Our Approach:

A vertically integrated, hands-on approach is at the core of our company's capabilities. Deep in-house construction, design, finance and asset management expertise ensures that our essential functions are managed internally and operationally intertwined to produce indisputable long-term value for our stakeholders. Our communities are built to last, offering enduring and stable environments where our residents will thrive.

Our DNA:

• Caring
• Wired for Connection
• Ever Evolving
• Hardworking
• Original thinkers
• Competitive
• Humble
• Seasoned Through Adversity

Our Mantra:

Build lasting communities

About the Role: The Capital Markets Senior Associate will play a critical part in driving investor relations efforts; overseeing investor reporting, investor communication, and various levels of financial reporting. The position will report to the Director of Capital Markets. Candidates must have a minimum of 5 years of experience, be extremely proficient in excel, familiar with core real estate finance (distribution waterfalls, discounted cash flows, IRR analysis, etc.), have strong writing skills, and be comfortable working in team settings.

Specific responsibilities include:

Investor Relations

• Quarterly Investor Reporting
• Oversee the preparation and presentation of quarterly investor reports, ensuring accuracy and clarity
• Analyze financial performance, trends and market conditions to provide meaningful updates to investors
• Create comprehensive annual reports summarizing portfolio-wide performance and key insights for stakeholders
• Investor Meeting and Communication
• Conduct regular meetings to update investors on the performance of existing deals, providing transparency and fostering trust
• Respond promptly and effectively to invest inquiries
• Assist in development and execution of fundraising efforts for new projects
• Collaborate with senior leadership to identify and engage potential investors
• Investor Administration
• Manage administrative tasks including joint venture documentation, assignment of partnership interests, estate planning, and valuations.
• Business Plan Oversight
• Review business plans form an equity standpoint, focusing on cash management and distribution projections
• Collaborate with internal teams to update and revise plans as needed
• Quarterly Distributions
• Manage all aspects of quarterly distributions to investors, ensuring timely and accurate execution
• Prepare detailed distribution statements, including allocations and financial breakdowns
• Maintain deal level waterfalls to track promoted interests and investor returns (cash-on-cash, IRR's, multiples)
• As Hoc Analysis
• Prepare deals specific analysis including sensitivity tables, debt analysis, delinquency analytics, renovation ROI, CAGR, etc.

Requirements:

• Minimum of 5 years of experience in real estate finance
• Bachelor's degree in Finance, Economics, Business Administration or related field
• Highly proficient in Excel and advanced financial modeling
• Strong understanding of finance concepts, including discounted cash flows, IRR's, equity multiples, loan sizing and investment waterfalls (promote modeling)
• Exceptional communication and interpersonal skills to manage and strengthen investor relationships
• Highly organized, detail-oriented and capable of managing multiple priorities
• Base salary and discretionary annual bonus competitive with industry standards
• $120,000 - $140,000 depending on experience
• Health and dental insurance paid fully at the employee level by employer
• Eligible upon hire for 401(k) plan
• Paid holidays and vacation time

Seniority level

• Seniority levelAssociate

Employment type

• Employment typeFull-time

Job function

• Job functionFinance

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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