Senior Investment Associate

POSTING DURATION

This posting will be closed March 27, 2026, and will only be extended if we need to see more candidates to fill the position.

POSITION SUMMARY

The Investment Associate / Senior Associate – Private Credit is responsible for supporting the Private Credit Team in evaluating and underwriting prospective investments supporting the development, acquisition, and recapitalization of real estate assets — primarily multifamily and other residential property types. Investment structures will include mezzanine loans, preferred equity, whole loans, bridge loans, and joint venture equity.

Essential Responsibilities

• Support a team of real estate private equity investment professionals, responsible for the origination, underwriting and closing of investments on behalf of institutional funds and separate accounts.
• Manage the team's pipeline tracker for potential real estate investments throughout the country.
• Communicate with investments team members and external market participants to discuss investment opportunities, coordinate travel schedules, and organize property tours.
• Help structure business plans, perform due diligence, and produce well-organized investment memos, models, and other materials for presentation to Investment Committee, Investors, or other internal teams supporting the business.
• Assist in all phases of the due diligence, closing, and post-closing processes.
• Aid in and coordinate the negotiation of various legal agreements including purchase and sale agreements, joint venture documentation, loan documentation.
• Additional duties as needed and assigned.

Skills, Qualifications, Additional Responsibilities

• 2-5 years of related experience in an analytical role (preferably real estate focused)
• Research, analyze, and underwrite potential real estate investments - primarily multifamily and other residential property types.
• Evaluate new investment opportunities utilizing data from both the firm's existing portfolio and third-party providers to present structure recommendations to Investment Directors.
• Identify, monitor, and evaluate local and regional markets, asset class trends, and general economic conditions as they relate to the various investment strategies that Forum is managing or pursuing.
• Must have strong verbal and written skills, and a demonstrable ability to construct compelling theses through meticulous research skills.

Education & Technical Skills

• Bachelor's degree in business, finance, real estate, economics, or accounting; or equivalent work experience; MBA preferred but not required.
• Strong financial, analytical, and modeling skills - high proficiency in Microsoft Excel necessary.

In addition to the above, Forum employees are expected to demonstrate these Forum Core Values:

• DRIVEN
• COLLABORATIVE
• CONVICTION
• HUMBLE

Physical Demands:

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; stoop, kneel, crouch, or crawl and talk or hear. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision. Travel is required.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

Compensation Information:

Base salary range is $70,000 to $110,000. This range is estimated for this role; actual pay may be different.

Benefits for full-time employees include medical, dental, vision, life insurance, long-term and short-term disability insurance, employee assistance program, Health Savings Accounts, Flexible Spending Accounts, 401(k) with company match program, 12 paid company holidays, self-managed PTO, anniversary milestone program/awards, gift matching program.