Sr. Associate, Investment Strategy & Research

At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential – whether you are an industry veteran or you’re just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate! 

We are seeking a highly analytical and driven Fund Management – Senior Associate, Investment Strategy & Research to join our team and play a pivotal role in shaping investment strategy and supporting key decision-making. This position offers a unique opportunity to work closely with senior leadership on research, financial modeling, and strategic initiatives that help influence the growth of our platform. We’re looking for someone who thrives in a fast-paced, high-performance environment, with a strong work ethic, and who takes ownership with a strong sense of urgency. While the role demands working extended hours, it also offers unparalleled exposure, impact, and growth for those who are eager to excel.

*This position is an in-office position, with an immediate start date.

Position Responsibilities:

Investment Strategy & Research Support

• Assist in the formation and development of investment strategy, working closely with senior leadership.
• Serve as an internal research expert supporting fundraising, investment decision-making, and overall platform strategy.
• Conduct macroeconomic research, including tracking economic trends, capital markets activity, and sector-level dynamics.
• Perform product-specific, asset-level, and market-level research to inform new initiatives, investment theses, and fund positioning.

Financial Modeling & Data Analysis

• Build and maintain complex financial models for investment evaluation and strategic decision-making.
• Support process improvements by implementing practical, tech-enabled solutions (e.g., Excel automation, data tools) to optimize analysis and reporting.
• Analyze large data sets; perform data mining, trend identification, and analytical problem-solving to support investment and research needs.

Cross-Functional Support & Collaboration

• Partner closely with the CEO and Fund Leadership on research, insights, strategic projects, and high-priority initiatives.
• Work alongside internal teams to synthesize research findings into presentations, whitepapers, and internal strategy materials.
• Participate in discussions, ask questions, and contribute independent thinking.

What we are looking for:

• Bachelor’s degree in Finance, Economics, Mathematics, or a related STEM discipline required; MBA and/or CFA strongly preferred.
• Strong foundation in financial modeling and advanced Excel; expert experience with complex analytical modeling preferred.
• Experience in data analysis, research, and quantitative problem solving required.
• Programming exposure (Python, R, VBA, or similar) knowledge is a plus.
• Background in real estate private equity, investments, banking, or a similarly analytical environment strongly preferred.
• Candidates coming from demanding, high-performance environments (e.g., investment banking, consulting, buy-side analytics) will be especially well-aligned.
• Prior experience conducting macro, market, or investment research is advantageous.
• Intellectually curious with strong analytical and critical-thinking capabilities.
• Effective communicator who is comfortable engaging in working sessions and team discussions.
• Embrace a highly driven, wall-street caliber work ethic with a strong sense of ownership and operate with a sense of urgency. Must be willing to work extended hours as needed.
• Demonstrated flexibility and responsiveness in a fast-paced environment.

Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more!