Senior Investment Analyst

Overview

This Senior Investment Analyst role supports an investment platform based in Austin, Texas. The organization focuses on tax-advantaged private placement real estate, including Delaware Statutory Trusts (DSTs), UPREITs, Qualified Opportunity Zone investments, and a range of fund structures.

You will join the Research team, report to the VP of Research, and help underwrite and diligence offerings brought to advisors and investors. The position is full-time and exempt.

Responsibilities

• Underwrite and model structured commercial real estate investments, including:
  • Market analysis
  • Historical performance
  • Cash flow projections
  • Layered debt and equity structures
  • Build new models when existing ones fall short
• Review offering materials and third-party diligence, including:
  • Leases
  • Loan documents
  • Appraisals
  • Environmental and property condition reports
  • Sponsor materials
  • Identify issues, challenge sponsor assumptions, and present findings to the Due Diligence Committee, sales team, and investors
• Serve as a subject matter expert during calls, video conferences, and in-person presentations with advisors and investors
• Lead projects that create analytical tools and models; support the VP of Research in documenting and testing development work with the Development team
• Contribute to market and sector reporting (thought leadership), including building and scaling reports
• Use AI-assisted tools to accelerate document review and data extraction, while verifying outputs against source documents
• Track the competitive landscape across real estate, capital markets, and private placement products; complete ad hoc research as needed
• Lead complex transactions from first look through recommendation to management

Requirements

• Bachelor’s degree in Real Estate, Finance, Accounting, Economics, or a related field, or equivalent experience
• 3 to 5 years of experience in financial analysis, underwriting, acquisitions, asset management, or lending, ideally in commercial real estate or commercial mortgage
• Strong financial modeling skills, including cash flow analysis, return metrics, and complex debt and equity partnership structures
• Ability to read real estate documents critically and identify issues
• Strong research and analytical skills across qualitative and quantitative information
• Advanced Excel, PowerPoint, and Word
• Clear writing and speaking; ability to explain complex investments to a range of audiences
• Curiosity, integrity, and self-direction to manage multiple projects and solve problems

Preferred Qualifications

• ARGUS experience
• Working knowledge of real estate taxation, including 1031 exchange mechanics
• Experience in structured finance, securitization, or tax credits

Compensation & Benefits

• Base salary plus bonus and benefits
• Salary is commensurate with experience

Location

• Austin, Texas or Remote
• United States