Financial Analyst – Real Estate Private Equity (Remote)
Focus: Investments, Analytics & AI-Enabled Systems
Location: Remote
Employment Type: Full-Time
Reports To: Investment Team / Managing Principal

Overview
We are a private equity real estate investment firm focused on value-add and opportunistic investments across hospitality, multifamily, mixed-use, and special situations. We are seeking a high-caliber Financial Analyst who combines traditional institutional underwriting skills with strong AI fluency to support deal analysis, investment committee materials, and the development of scalable internal systems. This role is well-suited for a self-directed analyst who thinks like an owner, operates comfortably across analytics and execution, and sees AI as a practical tool for speed, consistency, and decision quality—not experimentation for its own sake.

Core Responsibilities
Investment Analysis & Underwriting

Build and maintain institutional-quality financial models in Excel
Sources & uses, operating cash flows, IRR/NPV, waterfalls, sensitivity and scenario analysis
Underwrite acquisitions, developments, and repositioning strategies across multiple asset classes
Analyze pricing, returns, capital structures, and downside risk
Perform market, operating, and cost benchmarking analysis

Investment Memos & Presentation Materials

Prepare Investment Committee memoranda and deal summaries
Develop clear, concise, and visually compelling materials in PowerPoint and/orGamma.ai
Translate complex financial and risk concepts into executive-level narratives
Support investor-facing materials as needed

AI, Automation & Internal Systems

Design, build, and maintain AI agents or workflows to support:
Deal screening and underwriting consistency
Investment memo drafting and versioning
Financial model review, diagnostics, and sensitivity analysis
Internal SOP documentation and knowledge management
Leverage AI platforms to improve:
Speed and accuracy of underwriting
Repeatability of investment frameworks
Standardization of internal decision processes
Collaborate with senior team members to embed AI tools into:
Investment models
Operating playbooks
Asset management and reporting workflows

Deal & Team Coordination

Assist with coordination tasks including:
Scheduling internal and external meetings
Managing data rooms and file distribution
Tracking diligence items and action lists
Maintain clean deal documentation and version control
Update and manage CRM records (HubSpot experience a plus)
Support light project management using Microsoft Planner or similar tools

Required Qualifications

Bachelor’s degree in Finance, Real Estate, Economics, Accounting, Engineering, or related field
2–5+ years of experience in: Real estate investment/ private equity, Investment banking and/or Accounting
Real estate advisory or development underwriting, Asset management
Advanced proficiency in Microsoft Excel (independent model building required)
Strong skills in PowerPoint with institutional presentation standards
Demonstrated experience using AI platforms in a professional or analytical context

AI & Technical Skill Set (Required or Strongly Preferred)

Experience building or deploying AI agents, workflows, or automations
Proficiency with modern AI tools (e.g., LLM-based platforms, agent frameworks, or automation stacks)
Ability to translate investment logic into:
AI-assisted workflows
SOPs
Repeatable analytical processes
Comfort working across Microsoft 365 and cloud-based collaboration tools

Preferred / Bonus Qualifications

Experience underwriting hospitality and/or value-add real estate
Familiarity withGamma.ai, HubSpot, CoStar, PitchBook, or similar platforms
Exposure to Power Automate, Notion, or other workflow tools
Understanding of real estate JV structures and promote waterfalls
Experience in lean, entrepreneurial, or platform-building environments

Key Traits & Working Style

Natural problem solver with strong judgment and intellectual curiosity
Forward-thinking; anticipates issues and proposes solutions proactively
Able to balance detail orientation with strategic perspective
Clear communicator with strong written skills
Comfortable operating independently in a remote setting
High integrity, discretion, and ownership mindset

What We Offer

Direct exposure to principal-level investment decision making on dynamic/exciting investment opportunities
Opportunity to help design and scale an AI-enabled investment platform; possible growth role in leading remote AI support team
Broad responsibility across the full investment lifecycle
Clear path for growth into role of management of other remote financial analyst

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