Bamboo Works

Our client is an investment and corporate finance advisory firm supporting sophisticated transactions for high-net-worth and ultra-high-net-worth clients. Their work spans real estate, M&A, structured financing, and complex capital structures, often involving multi-entity and cross-border considerations. They operate with high standards, lean teams, and direct exposure to decision-makers and complex deal work. The Role We’re seeking a high-caliber Investment Associate with strong investment banking–style financial modeling and valuation experience, particularly in real estate and structured transactions. This is a hands-on, execution-focused role suited to someone who is analytically sharp, “plug-and-play,” and comfortable operating independently within an established deal framework. You’ll work closely with senior leadership and initially receive onboarding support from an outgoing analyst and the Executive Director / Co-CEO. Role Details Commitment: Part-Time (starting at ~30 hours/week), with potential to grow to full-time Schedule: Full availability during CET working hours (non-negotiable) Location: Fully Remote Engagement: Independent Contractor Start Date: ASAP Rate: $10-15/hour, depending on level of experience (can be more if exceptional) What You’ll Do Financial Modeling & Deal Execution (Core Focus) Build and underwrite investment banking–level financial models, primarily single-asset real estate models Analyze real estate assets, including: Cash flows P&Ls DSCR and debt metrics Sensitivity and scenario analysis Structure and model complex capital stacks, including: Senior debt Mezzanine financing Preferred equity Waterfall structures Transaction Support Support transactions across: Real estate acquisitions and refinancing M&A transactions Growth and expansion capital Corporate financing Evaluate deal viability, challenge assumptions, and stress-test scenarios Prepare internal investment analyses and decision-support materials Requirements (Must-Have) 2+ years’ experience in one or more of the following: Investment banking Private equity Corporate finance Transaction advisory Strong, hands-on experience with: Financial modeling Valuation Deal underwriting Proven ability to model and understand: Single-asset real estate transactions Structured capital stacks, waterfalls, mezzanine and preferred equity Strong financial intuition and commercial common sense — not just technical skill Comfortable working in a fast-paced, high-expectation environment Full availability during CET working hours Nice-to-Haves (Strong Plus) Direct real estate transaction experience Exposure to hospitality, entertainment, or F&B real estate Experience supporting UHNW or institutional clients CFA or progress toward CFA (or similar finance credentials) Ideal Candidate Profile This role is ideal for someone who: Enjoys hands-on deal execution, not just academic analysis Is comfortable working with complex structures and high-stakes decisions Can operate independently while maintaining precision and discipline Thinks critically and challenges assumptions when needed Is looking for long-term growth rather than short-term project work Recruitment Process Initial Interview Client Interview Offer & Onboarding