Associate, Investments

Castle Peak Holdings

Manhattan, NY, USA
Posted on May 13, 2024

This role reports to the Senior Managing Director leading Investments. Investment Associates are responsible for overseeing the full lifecycle of 2-3 investments at any given time with a focus on acquisition, financing and development. The Investments team works closely and collaboratively across the platform with the Hotels team and Brands team. This role will be relied upon to execute on investment-driven forecasts, milestones and outcomes.

Responsibilities

Acquisitions

  • Lead early-stage data collection and screening work, building financial models, analyses, and investment memos to forecast returns and drive investment decisions
  • Lead in-depth market and asset diligence, with the ability to independently price risk/reward and provide conclusions and recommendations
  • Quarterback the diligence and transaction process start-to-finish

Development

  • Provide investment-oriented support and input throughout value-add project lifecycle
  • Manage “Deal RACI” end-to-end, closely monitoring each key milestone of the project ahead of business plan completion to drive investment outcomes
  • Lead weekly development meetings with development managers to ensure each project is on-time and on-budget

Financing

  • Create and coordinate analytical support for financing processes and decision-making
  • Lead the financial modeling of various capital structures and financing outcomes
  • Oversee creation of marketing materials and interface with third-party advisors

Reporting

  • Lead quarterly valuation process, presenting to the Investment Committee
  • Responsible for maintenance and update of investment models, working closely with development and operations to synthesize inputs across the platform

Required Qualifications

  • 2+ years of hotel investment experience;
  • Experience managing hospitality transactions with multiple internal stakeholders through deal lifecycles
  • Detail-oriented, analytical skillset
  • Demonstrated ability to take initiative and balance multiple workstreams concurrently
  • Strong verbal and written communication skills with ability to manage across disciplines
  • Strong investment, development, and hospitality acumen
  • Experience building complex financial models and multi-tiered waterfalls
  • Resourceful problem-solver with a results-oriented approach
  • Motivated, flexible and ready to dive into any issue to execute and deliver on underwritings
  • Willingness and ability to travel

Benefits Include

  • Hybrid work culture
  • Paid employee health benefits
  • Travel opportunities
  • Company offsites
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