Associate, Valuations and Investment Modeling
At a glance
Junior Investment & Corporate Development role at Brio Real Estate. Dallas · full-time · no salary stated · we estimate $110,000–$175,000 across the United States.
Brio Real Estate has not published a salary for this role. The figure below is our estimate, not theirs.
financeroles summary, based on the employer's posting.
What you'll do
- Help run monthly and quarterly valuations, including the supporting materials and process coordination
- Estimate mark-to-market values and fund returns for real estate debt and other credit investments under firm rules
- Maintain investment return models used for investor projections, management reporting and corporate submissions
- Build recurring analytics and scenario work on loan maturities and capital markets activity to assess performance
- Coordinate valuation work with operations, asset management, portfolio, compliance, legal and IT teams
What you bring
- An undergraduate degree in business administration, finance or accounting
- Three to five years of professional experience
- Background in valuation, forecasting or project management, plus strong Excel capability
Who this fits
This junior role suits someone who can support valuation work, financial projections and recurring reporting. Dallas is the listed location.
From the employer
Brio Real Estate is a Blackstone Real Estate portfolio company focused on real estate credit. Brio supports Blackstone’s Real Estate Debt Strategies (“BREDS”) investments across the globe. The company provides support across key functions, including corporate, transaction, and management services. The critical infrastructure and capabilities Brio provides for BREDS allows for effective support in the management of its global portfolio.
Today, BREDS has more than $76 billion of investor capital across high yield / opportunistic real estate credit funds, a publicly traded Mortgage REIT, and liquid securities strategies. BREDS is part of Blackstone Real Estate, the largest owner of commercial real estate globally, owning and operating assets across every major geography and sector.
Role Purpose:
The Associate will provide valuation support and related process coordination oversight to the BREDS Finance and Reporting Team, which provides financial planning, reporting, and analysis on behalf of the BREDS investment vehicles.
What You Will Do:
Support the monthly and quarterly valuation process and materials. Calculate mark-to-market estimates and projected fund returns pursuant to firm policies for real estate debt and other credit instruments
Assist in the maintenance of models supporting investment level return expectations to facilitate long-term financial projections for investors, senior management deliverables, and Blackstone Corporate reporting
Aid in the preparation of periodic analytics and scenario analysis (e.g., impacts of loan maturities and capital markets activity) to add strategic insight into business performance and future results
Facilitate the preparation of monthly and quarterly Valuation Committee materials for Blackstone’s review cycles
Partner with cross-functional teams (operations, asset management, portfolio management, compliance, legal, IT) in executing on valuations and financial projections processes
What You Should Have:
Undergraduate degree in Business Administration, Finance or Accounting
3-5 years of experience
Experience with valuation, forecasting, or project management required
Strong Excel skills required; experience with valuation or forecasting required
Excellent interpersonal and communication skills, both written and verbal, as well as analytical and problem-solving skills
Experience in the financial services and/or real estate industries is preferred
EEO Statement
Brio Real Estate is an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant, employee, or other covered person based on any legally recognized basis, including, but not limited to: veteran status, uniformed servicemember status, race, color, caste, immigration status, religion, religious creed (including religious dress and grooming practices), sex, gender, gender expression, gender identity, marital status, sexual orientation, pregnancy (including childbirth, lactation or related medical conditions), age, national origin or ancestry, citizenship, physical or mental disability, genetic information (including testing and characteristics), protected leave status, domestic violence victim status, or any other consideration protected by federal, state or local law. We are committed to providing reasonable accommodations, if you need an accommodation to complete the application process, please email talent@revantage.com