The Associate will play a critical role in shaping the financial narrative and performance strategy of Carmel Partners’ multifamily real estate funds. This position goes beyond core investor reporting and cash planning, it offers the opportunity to lead fund-level analytics and deliver high-impact insights that inform decisions at the highest levels of the firm.

You’ll collaborate cross-functionally to refine financial models, elevate reporting standards, and drive continuous improvement in fund performance visibility. This role provides regular engagement with senior leadership and key stakeholders, making it ideal for a candidate who thrives in a fast-paced, data-driven environment and is eager to influence outcomes across the organization.

What you’ll do

• Lead the preparation and refinement of quarterly fund-level valuation models and return analyses
• Oversee the assembly of Limited Partner reports, capital account statements, and investor presentation materials
• Drive fund cash-flow forecasting, including disposition planning, capital calls, distributions, subscription-line usage, and commitment pacing
• Ensure data integrity and reporting accuracy within the Investor Management System (Juniper Square)
• Monitor fund covenants and financial commitments, delivering variance analyses and actionable recommendations to senior leadership
• Develop and enhance financial models to support fundraising, portfolio strategy, and executive decision-making
• Collaborate cross-functionally with Accounting, Capital Markets, Asset Management, and Investor Relations to validate assumptions and align on key inputs
• Deliver high-impact ad-hoc analyses and special projects for senior stakeholders and investors
• Champion process improvements and documentation to elevate reporting efficiency and scalability
• Take full ownership of assigned deliverables, proactively communicating progress, risks, and insights
• Provide guidance and oversight to junior team members, fostering development and ensuring quality execution

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