- Recruiter Call (20 min) Introductory conversation to learn more about you, your background, and logistics.
- Take-Home Assignment (2.5 hrs) A practical exercise to showcase your skills.
- Finance Interview (30 min) Deep dive with our Finance Leader into your professional experience and approach.
- CIO Interview (30 min) Scenario-based conversation with our Chief Investment Officer.
- Culture & People Interview (30 min) A discussion with our Head of People focused on alignment with Culdesac's mission, vision, and culture.
- CEO Interview (30 min) A strategic conversation with our CEO on Culdesac's future vision, challenges, and opportunities, and how you can help shape them.
-
We are looking for an Investment Analyst or Associate to join our team. · ...
Phoenix2 days ago
-
Evaluate, interview and present qualified candidates to hiring manager for review. Utilize the complete functionality of Ap Wealth Management, Full Lifecycle Recruiting. · ...
Phoenix2 weeks ago
-
Macdonald & Company are proudly partnered with a global Private Equity Real Estate firm to appoint an Investment Analyst or Associate from an Investment Banking background. · Support senior investment professionals with sourcing, assessing, and tracking investment opportunities a ...
Phoenix, AZ3 weeks ago
-
+Saints Capital is recruiting an Investment Analyst or Associate to join the team.We are targeting a candidate with approximately 1-3 years of finance experience. · This position offers the opportunity to work directly with the partners and take on many responsibilities across th ...
Phoenix $100,000 - $125,000 (USD)1 month ago
-
The Public Safety Personnel Retirement System (PSPRS) is seeking qualified candidates for the position of Investment Counsel. We understand that it begins with outstanding talent and are looking for talented people who will help us achieve our goal of honoring the contributions a ...
PHOENIX5 days ago
-
We are seeking a highly organized Investment Operations Associate to support our Asset Management team remotely. · ...
Phoenix, AZ1 month ago
-
Dynamic Advisor Solutions is seeking an Investment Operations Associate to support our Asset Management team remotely. · ...
Phoenix1 month ago
-
We believe it takes all of us to bring our shared ambition to life. · As an Alternative Investments Associate at U.S. Bank,You will be part of a team responsible for providing accounting administration investor servicing hedge funds private equity funds closed-end registered prod ...
Tempe $75,820 - $89,200 (USD)4 weeks ago
-
At U.S. Bank we're on a journey to do our best helping customers and businesses make better financial decisions enabling communities to grow and succeed. · A career gives you opportunities to discover what makes you thrive at every stage of your career try new things learn new sk ...
Tempe, AZ3 weeks ago
-
The Trading & Investment Operations Associate is the connective tissue of the investment team—owning daily workflows, advisor communications, · and internal coordination. · ...
Scottsdale17 hours ago
-
We are seeking a Business Development Associate to focus on origination and execution of sell-side mandates in the SaaS market. · Develop and execute outreach strategies to secure new clients. · Lead discovery calls with founders/C-level executives. · ...
Scottsdale2 weeks ago
-
The firm are a global investor and developer of commercial real estate. The Analyst/Associate will play an integral role in shaping investment decisions. · ...
Phoenix1 month ago
-
+We are actively looking for a motivated Business Development Associate with stellar communication skills to join our team. · +Field inbound calls from prospective clients and conduct qualifying screens · , Buiild rapport with prospective clients and recommend an Investment Advis ...
Phoenix Full time2 weeks ago
-
The Portfolio Manager maintains responsibility for managing the client's investment strategy. · Working with the Busey Advisory Team, the Portfolio Manager will help develop an investment strategy and manage the client's investment portfolio according to the established goals and ...
Phoenix $160,000 - $205,000 (USD)3 weeks ago
-
This is a REMOTE job that requires the employee to live within 90 miles of the Greater Phoenix, AZ area. · The role of a Retirement Planner at Fidelity involves providing education and support to workplace participants to help them better understand and maximize their plan benefi ...
Phoenix Full time1 month ago
-
We are seeking an Associate Controller to join our team at Headfarmer. · This is a senior leadership opportunity for a technically strong accounting professional who enjoys building, improving, and scaling investment accounting processes in a fast-paced environment.The ideal cand ...
Phoenix1 month ago
-
You joined the financial services industry to make a difference in the lives of your clients at Fidelity, where we focus on communicating to connect and not just transact. We empower professional flexibility, growth, and support for long-term success. · <ul style= ...
Phoenix Full time1 month ago
-
Everest Holdings is an investment and advisory services company specializing in assets and clients in the Southwestern United States. · This role involves generating investment opportunities, preparing investment related presentation materials,and collaborating with team members ...
Phoenix4 weeks ago
-
At Cambridge we are committed to helping advisors build thriving businesses and deliver meaningful outcomes to their clients. · Cambridge is more than a financial solutions firm. It's a place where your career and passion intersect. · ...
Phoenix $60,000 - $70,000 (USD)1 month ago
-
We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. · Previous success in building relationships, uncovering needs and recommending solutions · FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate stat ...
Phoenix1 week ago
Senior Investment Associate - Phoenix - Culdesac
Description
Phoenix, AZ / Dallas, TXReal Estate / Full Time / Hybrid
Who We Are
Culdesac is a real estate developer and neighborhood manager of walkable, mixed-use communities designed to embrace a culture of belonging, transportation freedom, and thriving local businesses.
Located directly on the light rail in Tempe, Arizona, it is already home to over 350 residents and 23 local businesses, and it will have 1000+ residents at completion.
Culdesac is the co-developer and tech-enabled property manager.We're headquartered in Tempe, AZ, founded in 2018. CEO Ryan Johnson was on the founding team of Opendoor and has managed property since 2003. Our investors include Khosla Ventures (led OpenAI's seed round), Lennar (#2 U.S. homebuilder), Zigg Capital, and Y Combinator.
The Role
As a Senior Investment Associate at Culdesac, you will help drive data-driven decisions by maintaining and expanding our financial infrastructure and investment processes as we scale.
You will play a key role in our real estate strategy, supporting the analysis of existing and potential locations, as well as related outreach, design, and planning.
You will report to the Chief Investment Officer, while also working closely with our CEO, cross-functional teams, investment partners, lenders, and other key stakeholders.
The Requirements
While this list represents what we are ideally looking for, we encourage you to apply even if your resume includes strengths and experiences that don't match everything listed here.
Investment Analysis & Deal Structuring
Conduct due diligence on land acquisition opportunities.
Build and maintain custom pro forma underwriting models.
Evaluate financing alternatives and understand what makes a deal work.
Lead a deal from cradle to grave.
Financial Planning & Reporting
Organize the preparation and review of quarterly financial statements, annual budgets, and forecasts.
Review market analyses, real estate tax forecasts, and disposition strategies.
Prepare and review recurring investor, partner, and lender reports.
Support the creation of quarterly board documents, presentations, and pitch decks for Culdesac projects and local stakeholders.
Operations & Asset Management
Monitor cash flow, distributions, and returns of existing projects.
Ensure adherence to operating and capital budgets, surface variances, and communicate risks.
Ensure assets operate in line with management agreements, JV agreements, and loan documents.
Execution & Problem Solving
Manage critical timelines and deadlines for transactions and capital raises.
Identify and proactively resolve issues that could affect closing or capital flow.
Transactions & Legal
Review legal documents.
Work with counsel to negotiate key deal terms.
Support transaction closings, including the title process.
Build familiarity with zoning and entitlement processes.
Locations
We are headquartered in Tempe, AZ. We encourage employees to visit and work from our beautiful Tempe office.
For this role, we prefer candidates based in Phoenix, AZ or Dallas, TX, though we will consider qualified U.S.-based remote applicants.
Benefits & PerksBenefits Package Options for medical, dental, and vision coverage.
Family Planning Benefits Support for family planning resources and services.
Parental Leave Up to 12 weeks paid time off for qualifying events.
401K Savings Plan Retirement savings plan available to employees.
Work From Home Stipend Up to $500 for equipment paid by the company.
Co-Working Stipend $100 per month, paid by Culdesac, for space intended for work productivity directly related to Culdesac business (e.g., co-working day pass).
Remote employees only.Mobility Stipend Up to $500 to invest in your personal micro-mobility setup (e.g., e-bike, e-scooter, or accessories).
Car-Free Commuter Benefit $200 per month, paid by Culdesac. Tempe employees only.
On-Site Living Discount 25% discount on base rent for one unit at a Culdesac-managed property.
Our Values
As sprawl became commonplace in our cities, we grew less connected to each other. We normalized hour-long commutes, even as private vehicle ownership became the largest source of carbon pollution. Cars and roads began to dictate development decisions and shape urban life. At Culdesac, we blend technology, real estate, and culture to reimagine daily living.
Come help us make our residents happier, healthier, and more productive both in the years they spend with us and in the moments they share together.
At Culdesac, we:
Work as a team
Be inclusive, drawing on the strengths of people who bring a different perspective.
Find ways to work together that overcome disciplinary and geographic separations.
Act from ownership
Be output oriented. When we see a problem, we roll up our sleeves and fix it.
Don't let blockers stop you from seeing your work through to the end.
Rule 0, then iterate
Don't start from scratch:
learn from our own and others' previous attempts.
Before mass private car ownership, all cities were models of walkability. We learn from the designs of the past and make them beautiful and relevant to today.
Then, we learn from our own designs to continually improve.
Design for humans
Ask people for feedback and observe behavior. Only users know if we're creating value for them.
Human paradoxes and contradictions are our opportunity to create joy.
Respect the limits of what we can know and plan. In the complex organism of a city, emergent behavior rules.
Create and capture value
Focus on what our residents value: profitability is essential for sustainability and allows us to scale.
Great places create positive externalities for ourselves and our neighbors, unlike the negative externalities of cars.
We build value by executing on the fundamentals and excelling at mobility, community, and open space.
Next Steps
If you think Culdesac might be a good fit, we encourage you to apply
Here's our typical hiring process:
We build in time for your questions at every stage because finding the right fit matters for you and for us at Culdesac.
Culdesac is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
We prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, citizenship or immigration status, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
-
Investment Analyst/Investment Associate
Macdonald & Company- Phoenix
-
Investment Associate
Only for registered members Phoenix
-
Investment Analyst/Investment Associate
Only for registered members Phoenix, AZ
-
Investment Analyst/Associate
Only for registered members Phoenix
-
Associate Investment Counsel
Only for registered members PHOENIX
-
Investment Operations Associate
Only for registered members Phoenix, AZ
-
Investment Operations Associate
Only for registered members Phoenix
-
Alternative Investments Associate
Only for registered members Tempe
-
Alternative Investments Associate
Only for registered members Tempe, AZ
-
Trading & Investment Operations Associate
Only for registered members Scottsdale
-
Business Development Associate, Investment Banking
Only for registered members Scottsdale
-
Acquisitions Analyst/Associate
Only for registered members Phoenix
-
Business Development Associate
Full time Only for registered members Phoenix
-
Investment Portfolio Manager III
Only for registered members Phoenix
-
Retirement Planner
Full time Only for registered members Phoenix
-
Associate Controller
Only for registered members Phoenix
-
Investment Consultant
Full time Only for registered members Phoenix
-
Acquisitions Associate
Only for registered members Phoenix
-
Investment Performance Analyst
Only for registered members Phoenix
-
Financial Consultant
Only for registered members Phoenix