Investment Analyst

Overview

This full-time Investment Analyst role supports the Research team by underwriting and diligencing investment offerings brought to advisors and investors. The position reports to the VP of Research and involves explaining analyses and outcomes to the Due Diligence Committee and the sales team.

The organization focuses on tax-advantaged private placement real estate, including Delaware Statutory Trusts (DSTs), UPREITs, Qualified Opportunity Zone investments, and related fund structures.

Location: Austin, Texas or Remote (United States)

Responsibilities

• Underwrite and model commercial real estate investments, including:
  • Market analysis
  • Historical performance
  • Cash flow projections
  • Debt and equity structures
• Build new models when existing templates fall short.
• Review offering materials and third-party diligence, including:
  • Appraisals
  • Environmental and property condition reports
  • Lender and sponsor documents
• Challenge sponsor assumptions and present findings to the Due Diligence Committee and the sales team.
• Support the sales team as a subject matter expert on internal calls and in preparing presentations and written materials.
• Contribute to internal data and analytics tool development with the Development team, including documenting requirements and testing releases as needed.
• Use AI-assisted tools to speed up document review and data extraction, and verify outputs against source documents.
• Track the competitive landscape across real estate, capital markets, and private placement products, and complete ad hoc research as needed.
• Over time, take ownership of complex transactions from first review through a recommendation to management.

Requirements

• Bachelor’s degree in Real Estate, Finance, Accounting, Economics, or a related field, or equivalent experience.
• 0 to 3 years of experience in financial analysis, underwriting, acquisitions, asset management, lending, or a similar role (1–2 years required).
• Strong financial modeling skills, including:
  • Cash flow analysis
  • Return metrics
  • Layered debt and equity structures
• Advanced Excel skills and comfort creating presentation-ready output in PowerPoint.
• Clear writing skills and ability to explain technical conclusions to a skeptical audience.
• Good judgment with confidential information and the discipline to manage several workstreams at once.

Preferred Qualifications

• ARGUS experience.
• Background in commercial real estate, commercial mortgage, or real estate private equity.
• Working knowledge of real estate taxation, including 1031 exchange mechanics.

Compensation & Benefits

• Base salary, bonus, and benefits.
• Competitive and commensurate with experience.