Capital Markets Senior Associate
ColRich
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San Diego, CA
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Associate
Posted April 2, 2026
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Responsibilities
Responsibilities
- This position operates at the intersection of Asset Management, Finance, and Investor Relations, with responsibility for analyzing asset performance and ensuring the integrity of distribution and promote mechanics through advanced financial modeling and analysis.
- The Senior Associate contributes to disciplined capital governance across the portfolio while serving as a key analytical partner to senior leadership.
- The position reports to the Head of Capital Markets & Investor Relations.
- Specific responsibilities include: Investor Relations
- Quarterly Investor Reporting
- Oversee the preparation and presentation of quarterly investor reports, ensuring accuracy and clarity
- Analyze financial performance, trends and market conditions to provide meaningful updates to investors
- Annual Portfolio-Level Investor Reporting
- Create comprehensive annual reports summarizing portfolio-wide performance and key insights for stakeholders
- Investor Meeting and Communication
- Conduct regular meetings to update investors on the performance of existing deals, providing transparency and fostering trust
- Respond promptly and effectively to invest inquiries
- Fundraising Support
- Assist in development and execution of fundraising efforts for new projects
- Collaborate with senior leadership to identify and engage potential investors
- Investor Administration
- Manage administrative tasks including joint venture documentation, assignment of partnership interests, estate planning, and valuations.
- Distribution & Financial Analysis
- Business Plan Oversight
- Review business plans form an equity standpoint, focusing on cash management and distribution projections
- Collaborate with internal teams to update and revise plans as needed
- Quarterly Distributions
- Manage all aspects of quarterly distributions to investors, ensuring timely and accurate execution
- Prepare detailed distribution statements, including allocations and financial breakdowns
- Maintain deal level waterfalls to track promoted interests and investor returns (cash-on-cash, IRR’s, multiples)
- Ad Hoc Analysis
- Prepare deals specific analysis including sensitivity tables, debt analysis, delinquency analytics, renovation ROI, CAGR, etc.
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Requirements
- Minimum of 7 years of experience in real estate finance
- Highly proficient in Excel and advanced financial modeling
- Strong understanding of finance concepts, including discounted cash flows, IRR’s, equity multiples, loan sizing and investment waterfalls (promote modeling)
- Exceptional communication and interpersonal skills to manage and strengthen investor relationships
- Highly organized, detail-oriented and capable of managing multiple priorities Benefits:
Education
- (Not required) – Bachelor’s degree in Finance, Economics, Business Administration or related field
Our Story: From South Africa to Southern California, the ColRich story is a decades-long journey of growth, continuous reinvention and a culture of caring. Through generations of family ownership, the ColRich brand has evolved, but the company’s foundation remains the same today as in the beginning; build lasting communities through a culture centered around innovation, humility and a commitment to helping others – ColRich Thrive . Our Bio: ColRich is a real estate, construction and investment firm focused on value-add, residential real estate in strategic locations primarily in the Western U.S. Our platform’s sustainability is assured through long- term ownership enabled by long-term debt and equity. We are focused on enduring, tax-efficient cash flow for our investors. In the multifamily space, we actively maximize cash-on-cash returns and capital appreciation by acquiring properties with upside through extensive renovation and improved management. Leveraging our unique homebuilding background and construction platform, we reposition these older properties as design-forward, affordable workforce housing alternatives to newer Class A product. Our development history includes the successful entitlement, construction, marketing and sales of single- family homes, townhomes, mid-rise condominiums and apartments. Currently we are bringing to market two master-planned, destination-oriented communities offering a combined 5,000+ homes (both for sale and rental) over a 10-year time horizon. In addition, the company is also working on several individual apartment developments (1,000+ units). With a service matters operating philosophy, our team is passionate about supporting residents across our portfolio, building better environments that fuel happier residents, improving investor returns and creating a strong sense of purpose that drives what we do every day. Our Current Portfolio: ColRich’s portfolio includes $1.05 billion of equity actively invested through December 2025 in 89 deals across 9 states. These include master-planned community developments and 20,000+ multifamily units. Our Approach: A vertically integrated, hands-on approach is at the core of our company’s capabilities. Deep in-house construction, design, finance and asset management expertise ensures that our essential functions are managed internally and operationally intertwined to produce indisputable long-term value for our stakeholders. Our communities are built to last, offering enduring and stable environments where our residents will thrive. Our DNA:
Caring
Wired for Connection
Ever Evolving
Hardworking
Original Thinkers
Competitive
Humble
Seasoned Through Adversity Our Mantra: Build lasting communities Position: Capital Markets Senior Associate – San Diego, CA About the Role: The Senior Associate, Capital Markets plays a central role in supporting portfolio economics, investor relations & reporting, and capital execution across the firm’s multifamily investment platform. This position operates at the intersection of Asset Management, Finance, and Investor Relations, with responsibility for analyzing asset performance and ensuring the integrity of distribution and promote mechanics through advanced financial modeling and analysis. The role includes direct participation in investor meetings and production of investor reporting materials, requiring strong financial judgment, advanced Microsoft Excel proficiency, and the ability to build, modify, and audit complex real estate financial models and joint venture waterfall structures. The Senior Associate contributes to disciplined capital governance across the portfolio while serving as a key analytical partner to senior leadership. The position reports to the Head of Capital Markets & Investor Relations. Specific responsibilities include: Investor Relations
Quarterly Investor Reporting
Oversee the preparation and presentation of quarterly investor reports, ensuring accuracy and clarity
Analyze financial performance, trends and market conditions to provide meaningful updates to investors
Annual Portfolio-Level Investor Reporting
Create comprehensive annual reports summarizing portfolio-wide performance and key insights for stakeholders
Investor Meeting and Communication
Conduct regular meetings to update investors on the performance of existing deals, providing transparency and fostering trust
Respond promptly and effectively to invest inquiries
Fundraising Support
Assist in development and execution of fundraising efforts for new projects
Collaborate with senior leadership to identify and engage potential investors
Investor Administration
Manage administrative tasks including joint venture documentation, assignment of partnership interests, estate planning, and valuations. Distribution & Financial Analysis
Business Plan Oversight
Review business plans form an equity standpoint, focusing on cash management and distribution projections
Collaborate with internal teams to update and revise plans as needed
Quarterly Distributions
Manage all aspects of quarterly distributions to investors, ensuring timely and accurate execution
Prepare detailed distribution statements, including allocations and financial breakdowns
Maintain deal level waterfalls to track promoted interests and investor returns (cash-on-cash, IRR’s, multiples)
Ad Hoc Analysis
Prepare deals specific analysis including sensitivity tables, debt analysis, delinquency analytics, renovation ROI, CAGR, etc. Requirements:
Minimum of 7 years of experience in real estate finance
Bachelor’s degree in Finance, Economics, Business Administration or related field
Highly proficient in Excel and advanced financial modeling
Strong understanding of finance concepts, including discounted cash flows, IRR’s, equity multiples, loan sizing and investment waterfalls (promote modeling)
Exceptional communication and interpersonal skills to manage and strengthen investor relationships
Highly organized, detail-oriented and capable of managing multiple priorities Benefits:
Base salary and discretionary annual bonus competitive with industry standards
$120,000 - $140,000 depending on experience
Health and dental insurance paid fully at the employee level by employer
Eligible upon hire for 401(k) plan
Paid holidays and vacation time
Caring
Wired for Connection
Ever Evolving
Hardworking
Original Thinkers
Competitive
Humble
Seasoned Through Adversity Our Mantra: Build lasting communities Position: Capital Markets Senior Associate – San Diego, CA About the Role: The Senior Associate, Capital Markets plays a central role in supporting portfolio economics, investor relations & reporting, and capital execution across the firm’s multifamily investment platform. This position operates at the intersection of Asset Management, Finance, and Investor Relations, with responsibility for analyzing asset performance and ensuring the integrity of distribution and promote mechanics through advanced financial modeling and analysis. The role includes direct participation in investor meetings and production of investor reporting materials, requiring strong financial judgment, advanced Microsoft Excel proficiency, and the ability to build, modify, and audit complex real estate financial models and joint venture waterfall structures. The Senior Associate contributes to disciplined capital governance across the portfolio while serving as a key analytical partner to senior leadership. The position reports to the Head of Capital Markets & Investor Relations. Specific responsibilities include: Investor Relations
Quarterly Investor Reporting
Oversee the preparation and presentation of quarterly investor reports, ensuring accuracy and clarity
Analyze financial performance, trends and market conditions to provide meaningful updates to investors
Annual Portfolio-Level Investor Reporting
Create comprehensive annual reports summarizing portfolio-wide performance and key insights for stakeholders
Investor Meeting and Communication
Conduct regular meetings to update investors on the performance of existing deals, providing transparency and fostering trust
Respond promptly and effectively to invest inquiries
Fundraising Support
Assist in development and execution of fundraising efforts for new projects
Collaborate with senior leadership to identify and engage potential investors
Investor Administration
Manage administrative tasks including joint venture documentation, assignment of partnership interests, estate planning, and valuations. Distribution & Financial Analysis
Business Plan Oversight
Review business plans form an equity standpoint, focusing on cash management and distribution projections
Collaborate with internal teams to update and revise plans as needed
Quarterly Distributions
Manage all aspects of quarterly distributions to investors, ensuring timely and accurate execution
Prepare detailed distribution statements, including allocations and financial breakdowns
Maintain deal level waterfalls to track promoted interests and investor returns (cash-on-cash, IRR’s, multiples)
Ad Hoc Analysis
Prepare deals specific analysis including sensitivity tables, debt analysis, delinquency analytics, renovation ROI, CAGR, etc. Requirements:
Minimum of 7 years of experience in real estate finance
Bachelor’s degree in Finance, Economics, Business Administration or related field
Highly proficient in Excel and advanced financial modeling
Strong understanding of finance concepts, including discounted cash flows, IRR’s, equity multiples, loan sizing and investment waterfalls (promote modeling)
Exceptional communication and interpersonal skills to manage and strengthen investor relationships
Highly organized, detail-oriented and capable of managing multiple priorities Benefits:
Base salary and discretionary annual bonus competitive with industry standards
$120,000 - $140,000 depending on experience
Health and dental insurance paid fully at the employee level by employer
Eligible upon hire for 401(k) plan
Paid holidays and vacation time