Valuation Associate
Our client is looking for a valuation professional with experience in Real Estate investments. This role is open to Dallas or LA and will consider relocation candidates.
About the Opportunity
Our client is a leading real estate investment and advisory platform with a global presence and a diversified portfolio of commercial real estate assets. The firm provides investment management, valuation, analytics, and strategic advisory services across a broad range of property types and markets.
This is an excellent opportunity for a valuation professional seeking exposure to institutional-quality real estate investments, sophisticated valuation methodologies, and a collaborative team environment. The role offers significant interaction with senior leadership and meaningful opportunities for professional growth and development.
Position Overview
The Associate, Real Estate Valuations will be responsible for the valuation and analysis of a portfolio of commercial real estate investments. This role involves developing and maintaining complex financial models, evaluating investment performance, reviewing property-level operating results, and supporting reporting requirements for institutional investors and stakeholders.
The ideal candidate will possess strong analytical capabilities, advanced financial modeling skills, and a solid understanding of commercial real estate valuation principles.
Key Responsibilities
Perform monthly and quarterly valuations of commercial real estate investments utilizing discounted cash flow, sales comparison, and cost approaches.
Analyze business plans, leasing activity, market conditions, and operating performance to support valuation conclusions.
Prepare periodic valuation reports and investment summaries highlighting key performance drivers and changes in assumptions.
Develop and maintain unlevered cash flow projections using ARGUS Enterprise and Excel.
Coordinate with third-party appraisal firms and review external appraisal reports.
Reconcile appraisal conclusions to internal valuation analyses and document key variances.
Support external audits and internal control reviews by providing valuation support and related documentation.
Maintain valuation models, supporting schedules, and workpapers to ensure consistency and audit readiness.
Serve as a primary point of contact for internal stakeholders regarding valuation-related requests and deliverables.
Assist in the enhancement and automation of valuation and reporting processes.
Perform ad hoc analyses and special projects as needed.
Qualifications
Experience
Minimum of 5 years of relevant experience in:
Commercial real estate valuations
Real estate consulting
Portfolio management
Real estate-focused accounting or audit
Experience within a valuation practice of a Big Four or similar professional services firm is strongly preferred.
Demonstrated experience in property underwriting and advanced financial modeling.
Strong proficiency with:
Microsoft Excel
ARGUS Enterprise
Microsoft Office Suite
Education
Bachelor's degree in Finance, Real Estate, Accounting, Economics, or a related field required.
Preferred Credentials
Progress toward or possession of professional designations such as:
MAI
CCIM
Certified General Real Estate Appraiser
CPA
Other relevant real estate or valuation certifications
Core Competencies
Technical Excellence
Strong analytical and quantitative skills.
Ability to evaluate investment underwriting and valuation assumptions.
Detail-oriented with a commitment to accuracy and quality.
Initiative & Problem Solving
Self-motivated and proactive.
Ability to work independently and manage competing priorities.
Continuous improvement mindset with a willingness to recommend process enhancements.
Communication
Excellent verbal and written communication skills.
Ability to clearly present financial and valuation analyses to various stakeholders.
Ownership & Accountability
Takes full ownership of assigned responsibilities from initiation through final delivery.
Demonstrates attention to detail in both analytical and administrative aspects of the valuation process.
Organization & Time Management
Effectively manages recurring deadlines and multiple deliverables.
Anticipates potential challenges and proactively addresses issues affecting quality or timelines.
Teamwork & Professionalism
Maintains the highest standards of integrity, confidentiality, and professionalism.
Collaborates effectively within a team-oriented environment.
Work Environment
Full-time, exempt position.
Hybrid or office-based environment (depending on location).
Limited travel, if any, may be required.
Compensation & Benefits
A competitive compensation and benefits package is offered, including:
Comprehensive health, dental, and vision coverage
Retirement savings plan with employer contribution
Paid time off and company holidays
Parental leave programs
Professional development opportunities
Additional wellness and employee support programs
Equal Opportunity Employer
Our client is committed to creating a diverse and inclusive workplace and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to any legally protected status.
- Locations
- Dallas
- Employment type
- Full-time