Senior Investment Associate

Napa, CA (On-Site)

A well-established and growing real estate investment firm in Napa is seeking a Senior Investment Associate to play a key role in evaluating, underwriting, and executing property acquisitions across a diverse portfolio.

This is an opportunity to step into a highly active investment environment where you’ll have meaningful involvement in deals from start to finish—without needing to carry the full weight of a VP-level seat.

• Active deal flow with real exposure to acquisitions and decision-making
• Opportunity to work closely with senior leadership on live transactions
• Strong, stable platform with long-term growth
• Collaborative culture with a focus on execution and results
• Clear path toward leadership within the investment team

You’ll be heavily involved in the analysis and execution of acquisitions, supporting senior leadership while also taking ownership of key pieces of the deal process.

This role is ideal for someone who has a solid foundation in real estate investing and is ready to step into more responsibility and visibility.

• Lead and support financial modeling and underwriting for new acquisitions
• Analyze market data, rent comps, and investment assumptions
• Assist with and help manage due diligence and transaction execution
• Prepare investment summaries and presentations for leadership
• Support deal structuring, including debt and equity considerations
• Build relationships with brokers, lenders, and other deal sources
• Partner with asset management and accounting to track performance post-close

• 3–7+ years of experience in real estate investments / acquisitions / financial analysis
• Strong financial modeling and underwriting skills
• Experience evaluating real estate deals (multifamily, industrial, or similar)
• Ability to think critically about risk and return
• Strong communication skills and ability to work cross-functionally
• Motivated, detail-oriented, and eager to grow within an investment platform

• $120K – $160K base + bonus

Market context:

• Senior investment / acquisitions roles in CA typically range from $110K – $150K+ base, with higher upside based on experience and deal exposure

Benefits include:

• Medical, dental, and vision insurance
• 401(k) with company contribution
• Performance-based bonus tied to deal activity
• Generous PTO
• Direct exposure to investment strategy and deal execution

If you’re looking to move beyond pure analysis and become more involved in real deal execution and investment decisions, this is a strong next step.

You’ll have the opportunity to build your skill set, expand your impact, and work alongside experienced professionals in a collaborative environment.

If you bring a solid foundation in real estate investing and want to take the next step—we’d welcome a conversation.

All inquiries handled with strict confidentiality.