Investment Associate - Fargo

Join Sterling Management - the most reliable, well-managed and transparent REIT management firm.

The Investment Associate (IA) plays a critical role in supporting Sterling Management’s investment strategy by assisting in the prospecting process, conducting underwriting, financial modeling, and market research to source new investment opportunities for Sterling Management. The IA will work closely with the Vice President of Investments (VPI) and Chief Investment Officer (CIO) to acquire strong, stable, accretive, cash flowing investments into the REITs Sterling Management advises.

At Sterling, our company’s vision is to be the most reliable, well-managed, and transparent REIT management firm in the United States. Our mission is to provide low-risk and income-producing real estate investment opportunities to our investors. Ultimately, Sterling exists to serve investors by providing solid and consistent returns. The Director of Treasury and Investor Relations role strengthens our Company’s mission and vision as an individual contributor supporting the Finance and Accounting Department.

Performance Responsibilities:

• Building a comprehensive database of industry contacts and property intelligence.
• Refine and improve financial modeling tools, activity databases, and market data reports.
• Maintain an up-to-date market intelligence database of owners, transactions, communication and activity.
• Supporting the investment process by providing high quality, data driven, underwriting and analysis.
• Conducting market research that enables better decision making and prospecting for the investment team.
• Support the VPI and CIO during the acquisition process with due diligence and assist with internal documentation preparation as needed.
• Perform sensitivity analyses to evaluate risks within prospective investments.
• Create and compile the relevant materials needed for internal and board facing presentations.
• Work with internal teams, including asset management, legal, finance, and property management, to facilitate transactions.

Education & Experience:

• Bachelor’s degree in real estate, finance, economics, or a related field, with 2–4 years of experience in real estate underwriting, financial analysis, or a related role preferred.
• Relevant experience may substitute for education.
• Strong financial modeling expertise is required.
• Proficiency in Microsoft Suite including Outlook, Word, and Excel required.
• Proven analytical skills in terms of numeric (e.g. spreadsheets) and text based (e.g. reading terms and conditions) analysis.
• Proficiency of the English language in reading, writing, and verbal communication.

Benefits:

• Comprehensive Health, Dental, and Vision Insurance plans.
• Health Savings Account (HSA) and Flexible Spending Accounts (FSA).
• 401(k) Retirement Plan with company match.
• Paid Time Off (PTO), including Paid Holidays, Paid Personal Leave, and Paid Volunteer Time.
• “YOU” Days – One additional paid day off per quarter.
• Continued career growth and development.

Sterling Management is an Equal Opportunity Employer (EEO) dedicated to building an inclusive and diverse workforce.