Investment Associate (Underwriting Track)
MetaWealth
Accounting & Finance
Bucharest, Romania
Posted on Mar 29, 2025
MetaWealth is a next-generation wealth platform providing global investors access to premium real estate and alternative assets. We operate at the intersection of real estate, technology, and finance — with a strong focus on transparency, institutional quality, and investor empowerment. After closing assets across 4 countries in 2024, we’re expanding our international footprint and investment scope in 2025, and we’re building the team to match.
We’re looking for a sharp, ambitious Investment Associate to join our fast-growing asset team. This role sits at the heart of our deal-making engine — supporting the evaluation, analysis, and underwriting of real estate and alternative investment opportunities across Europe.
You’ll work closely with senior leadership and have exposure to deals across a variety of real estate asset classes — including residential, hospitality, retail, and renewables. You’ll also play a key role in preparing investment materials for our growing global investor base.
Ideal for candidates with experience in real estate or financial advisory, valuations, or corporate finance roles — whether in consultancy, investment firms, or development-focused environments.
Responsibilities
- Build and maintain financial models for real estate and alternative investments (Excel-based).
- Analyze deal performance, market comparable, sensitivity scenarios, and risk factors.
- Assist in preparing underwriting memos, deal summaries, and risk analysis for investment committee
- Gather and analyze key data from developers, operators, and third-party sources
- Support due diligence on developers, asset financials, and regulatory environments
- Research and evaluate investment opportunities across new geographies and asset types.
- Support the creation of investor-facing documents, including presentations, asset overviews, and country profiles.
- Ensure accurate and clear presentation of data and investment logic.
Qualifications
- We’re open to a range of backgrounds — what matters most is strong analytical ability, attention to detail, and a desire to grow into a real estate investment and underwriting role. You might have experience in one or more of the following areas:
- Financial advisory, valuations, or corporate finance (e.g. audit or transaction services)
- FP&A or investment analysis roles within companies, funds, or development groups
- Exposure to real estate, infrastructure, or alternative investments is a plus, but not essential
- Experience preparing financial models, market research, or investment reports If you’re confident with numbers, organized, and ready to learn — we’ll teach you the rest
- Strong analytical and financial modelling skills (Excel)
- Comfortable working with budgets, forecasts, pricing models, and ROI analysis
- Excellent written and spoken English
- Structured, detail-oriented, and able to work independently
- Motivated to grow into a future Underwriting or Investment Manager role
- Interest in real estate, sustainability, and alternative investments
Why Join Us?
•International exposure — work on deals in Spain, Italy, Portugal, Greece, and more
•Mentorship from senior leaders and exposure to C-level real estate executives
•Real path to advance into Underwriting Manager / Investment Manager role
•Dynamic, ambitious environment with global investors and dealmakers
•Opportunity to shape the future of real estate investing
Note:
We thank all applicants for their interest in our ad. We reserve the right to contact only candidates who correspond to the profile described in the recruitment announcement.
If you're passionate about our mission and want to be a part of a dynamic team working towards a better financial future, we encourage you to apply for this exciting opportunity