---
title: 'Associate, Equity Investments & Asset Management at Berkshire Group, LLC'
canonical: 'https://feeny.ai/job/associate-equity-investments-asset-management-berkshire-group-llc-san-francisco-2y07xkaa90p7'
type: 'job'
last_seen: '2026-09-12'
---

# Associate, Equity Investments & Asset Management at Berkshire Group, LLC

- **Company:** Berkshire Group, LLC
- **Location:** San Francisco, CA
- **Posted:** 2026-07-17
- **Last confirmed live:** 2026-09-12
- **Apply:** https://job-boards.greenhouse.io/berkshiregroupllc/jobs/4320684009

## Job description

Company Overview

[Berkshire Residential Investments](https://investments.berkshireresidentialinvestments.com/our-company/) is a people-first real estate investment company who values not only the impact we make as a company, but the time we spend together in our high-performing teams. We value individual skills and perspectives to allow us to best serve our employees, investors, residents, and other stakeholders.

If you’re interested in a workplace where everyone feels empowered to bring their full, authentic selves to work each day, come join our talented and growing team at Berkshire Residential Investments. Our environment of entrepreneurial spirit, culture of expertise and our people-first approach will allow you to thrive while continuing to grow in your career.

Position Summary

The Associate, Equity Investments & Asset Management will assist and support the Senior level acquisition and asset management team members  (SVP/VP/AVP) in the Western Region in overseeing, sourcing, underwriting, due diligence, and closing core, core plus, and value add multifamily property acquisitions, debt investments, and equity joint venture investments for development, with the primary goals of researching, analyzing and underwriting prospective investments to ensure outperformance against proforma and coordinating and processing due diligence in a timely and responsive manner. The Associate will also support a senior level asset manager on the oversight, performance, and management of investments in a portfolio of multifamily assets located in multiple markets throughout the Western U.S. Provide direction and leadership to analyst(s). This position will work collaboratively in a team environment with third parties and all facets of the Company including members of the Portfolio Management, Accounting, Property Management, Capital Markets, Financing, Valuation, Research and Legal teams.

Responsibilities include, but are not limited to:

- Thoroughly and accurately underwrite potential multifamily investments
- Shop comparable properties to determine competitive amenities, rents and sales prices, maintain sales comp database
- Assist in conducting due diligence on properties targeted for acquisition
- Develop and apply quantitative models to deals under consideration
- Develop capital budgets reflecting cost of renovations, rehabilitations and upgrades to properties to drive economic value
- Analyze market dynamics and operating history of asset to determine reasonable and vetted underwriting assumptions
- Communicate with brokers, agents and principals to complete research and validate underwriting assumptions
- Compose written summaries and memorandums regarding potential acquisitions for Investment Committee and for external clients, if applicable
- Track and update pipeline status across geographic markets, and maintain critical timelines for transactions under review
- Consistently demonstrate use of tact and discretion
- Prepare the execution of Property Business Plans to optimize investment performance
- Participate in property-level decisions with the Portfolio Managers based on careful analysis and team input, including hold/sell, rent pricing, property budgets, and capital expenditures
- Develop, maintain, update and analyze comprehensive financial models, integrating both historical and current and proforma information; work closely with various levels of the organization to effectively identify and address business issues through models and presentations, and prepare for ad hock and regular meetings
- Perform asset level valuation reviews including property performance and capital deployment effectiveness
- Prepare financial models and property reporting packages
- Visit markets and properties to validate business plan assumptions, monitor property operations, and identify opportunities and issues to improve operations
- Stay informed on market information and work closely with Berkshire’s Research team to stay abreast of their viewpoint and recommended course of action for each market they cover

Knowledge/Experience:

- 3+ years real estate financial analysis experience, ideally in multifamily real estate investments, asset management, investment sales, or appraisal
- Experience in building complex cash flow models using Excel or Excel based tools
- Ability to present thoughts, questions, content, and conclusions to senior management
- Ability to produce excellent quality work that is thorough, accurate, complete, consistent, and able to get information when requested
- Has excellent communication skills; written and verbal
- Works independently and with others; has complete ownership of work and projects
- Excellent problem solving and interpersonal skills
- Aptitude for organizing, prioritizing, and managing multiple priorities, using critical thinking and problem solving
- Understanding economic indicators as they relate to valuing multifamily real estate
- Ability to apply historical trends to current conditions to anticipate post-acquisition property performance
- Knowledge of key financial concepts and metrics as they relate to the multifamily real estate industry, including capitalization rates, internal rates of return, cash-on-cash returns, and others
- Ability to recognize value creation potential and to create analysis resulting in approval of deals by investment committee
- Knowledge of all multifamily product types
- Tenacity, patience, and perseverance to take deals from start to finish
- Demonstrated multi-modal communication style that reaches every stakeholder, specifically excellent verbal, and written communications
- Collaborative working style with inclusive work and thinking behaviors, commitment to excellence in teams and work product, with a strong work ethic
- Proficiency and willingness to adopt new systems and processes
- Demonstrate emotional intelligence in high pressure and sensitive situations
- Ability to see, analyze and understand business dealings in terms of the overall business plan
- Maintain confidentiality of sensitive information and communications of information
- Develop productive working relationships with all team members including internal clients and external third parties
- Demonstrated high level of ethics and integrity with a straightforward and honest approach

Technical/Educational Requirements:

- Bachelor’s Degree, preferably with an emphasis in Economics or Finance, or equivalent professional experience/training
- Demonstrated ability to use and learn new technology (e.g., computers/hardware, mobile, software, cloud-based programs)
- Proficiency with computers, keyboards, monitors and telephone headsets.
- Proficiency in Microsoft Suite of Products (e.g., Word, Outlook, Excel, Teams, Power Point), and 3rd party data sources such as RCA, Real Page / Axio, RedIQ

Berkshire Residential offers an [excellent benefits package](https://investments.berkshireresidentialinvestments.com/our-company/careers/#benefits), focusing on our employees’ total health and wellness. We offer programs and incentives that promote physical, mental, financial, and behavioral wellbeing both within and beyond our workplace. Current anticipated annual base salary range: $125,000 - $150,000. Base salary within the range will be determined by various factors including but not limited to the individual's experience, skills and qualifications. Please visit our [Careers page](https://investments.berkshireresidentialinvestments.com/our-company/careers/#overview) for full details – and to learn more about how we value our employees. We believe

Berkshire Residential values [diversity, equity, inclusion and belonging](https://investments.berkshireresidentialinvestments.com/diversity-inclusion/). Berkshire is committed to providing equal opportunity in all practices, including employees and applicants for employment. We ensure that decisions affecting employees are made without regard to their race, color, creed, national origin, age, disability, gender, gender identity, sexual orientation, or any other protected status.

## About Berkshire Group, LLC

## Company Overview
- **One-liner**: Berkshire Group, LLC is a privately held U.S. real estate investment management company that owns, operates, and manages over 480,000 residential units across the country.
- **Entity Type**: Private (bootstrapped/established firm; no external funding rounds disclosed)
- **Headquarters**: Boston, Massachusetts, USA
- **Founded**: 1966
- **Founders**: Not publicly disclosed

## Core Business
- **Primary industry**: Real estate investment management (residential multifamily, single-family rentals, student housing, senior housing, manufactured housing)
- **Target customers**: Institutional investors, global capital partners, and residents of the communities they manage
- **Mission / purpose**: "To deliver long-term value and innovative solutions" as a people-first, vertically integrated owner-operator

## Products & Services
- **Investment Management Platform**: Closed-end value funds, open-end core fund, closed-end debt fund series, and separate accounts for equity and debt investments in U.S. residential real estate.
- **Property Operations & Management**: Full in-house capabilities covering acquisitions, dispositions, development, portfolio management, debt capital markets, and asset management.
- **Internship Program**: 10–12 week undergraduate summer internships in Boston, Dallas, San Francisco (and remote opportunities) across real estate investment and operations.

## Market Standing
- **Valuation / Market Cap**: Not disclosed (private company)
- **Key Metric**: $34+ billion in assets under management (AUM) and 480,000+ residential units owned, managed, or overseen across 48 U.S. states
- **Notable Investors / Partners**: Serves a global client base of institutional investors; no specific names listed publicly
- **Growth Signals**: Consistently awarded – NAA Top Employer in Large Company Property Management category for 2021–2026; Glassdoor Best Places to Work 2025; J Turner Research Division I Power Ranking 2025. Over 60 years of continuous operation indicate stable, long-term growth.

## Competitive Advantages
- **Vertically integrated owner-operator**: Handles everything from acquisitions to property management in-house, allowing tighter control and faster execution.
- **Scale and track record**: 480,000+ units and $34B AUM provide deep market insights and operational efficiencies.
- **Longevity**: 60 years of experience navigating multiple real estate cycles, building trust with global investors.
- **Award-winning workplace culture**: Multiple “Best Places to Work” accolades based purely on employee feedback (no financial incentives).

## Strategic Focus
- Continue expanding the vertically integrated platform across the U.S. residential spectrum (rental, senior, student, manufactured housing).
- Invest in technology and empower employees to anticipate change and lead with innovation.
- Foster diversity and inclusion via the BerkshireUNTIES initiative and maintain a people-first culture that attracts top talent.

## Why Work Here
- **Culture**: Entrepreneurial spirit, deep expertise, and a “people-first” approach that prioritizes respect, collaboration, and excellence. Valued for transparency and clear career paths.
- **Work environment**: Hybrid office presence in Boston, Dallas, San Francisco, plus remote opportunities. Operations across 48 states with many on-site property roles (maintenance, leasing, property management).
- **Perks & recognition**: Health and wellness programs, strong internal promotion pipeline, and a legacy of industry awards (NAA Top Employer, Glassdoor Best Places to Work).
- **Diversity & inclusion**: BerkshireUNTITES employee resource group actively works to foster belonging and inclusive practices.

## Sources
1. [berkshireresi.com](https://berkshireresi.com/) – Company overview, AUM, units, history, values
2. [berkshireresi.com/our-team/our-company](https://berkshireresi.com/our-team/our-company/) – Awards (NAA Top Employer, Glassdoor Best Places to Work), culture, diversity
3. [investments.berkshireresidentialinvestments.com/our-company/careers](https://investments.berkshireresidentialinvestments.com/our-company/careers/) – Internship program, career values
4. [job-boards.greenhouse.io/berkshiregroupllc](https://job-boards.greenhouse.io/berkshiregroupllc) – Current open positions (68 listings), company description

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