Real Estate Investment & Acquisition Support with underwriting experience
Role Overview
We’re hiring a Real Estate Investment & Operations Analyst to support our acquisitions team across investment analysis, operations, and marketing. In this hybrid role, you’ll underwrite mortgage note and property acquisitions, conduct due diligence, maintain internal trackers, and support lead generation and investor outreach.
This is a high-impact, detail-oriented position suited for someone who thrives at the intersection of numbers, systems, and strategic communication. You’ll play a critical role behind the scenes—helping us assess deals, keep operations running smoothly, and drive pipeline momentum through thoughtful marketing and outreach.If you’re passionate about real estate investing and love wearing multiple hats, this role is for you.
Key Responsibilities
Investment & Acquisition Support (50%)
Perform financial analysis on mortgage note purchases, including ROI, yield, risk assessment, and exit strategy scenarios.
Conduct due diligence on commercial and residential real estate assets (e.g., review leases, title reports, tax records, zoning, comps, photos, etc.).
Assist in preparing underwriting packages and investment summaries to support acquisition decisions.
Utilize tools such as Excel/Google Sheets, CoStar, LoopNet, and public property records for research and analysis.
Operations & Administration (25%)
Create and maintain spreadsheets to track leads, investments, cash flow, and performance metrics.
Coordinate communications with brokers, sellers, and vendors as needed.
Maintain accurate documentation and organized file management for active deals and historical transactions.
Marketing & Sales Support (25%)
Prepare marketing materials, including pitch decks, offering memorandums, property flyers, and investor reports.
Develop and edit sales content for email campaigns, social media, and online listings.
Prospect for new leads via email, LinkedIn, and online platforms; assist in building and maintaining the CRM database.
Support outreach efforts to buyers, sellers, and investors through follow-up communication and meeting coordination.
Requirements
Non-Negotiables:
- 2+ years of experience in real estate (preferably in investment, acquisitions, brokerage, or note buying)
- Strong understanding of financial modeling and investment analysis using Excel or Google Sheets
- Familiarity with due diligence practices for both residential and commercial real estate
- Excellent written and verbal communication skills
- Proficiency with CRM tools, Google Workspace, and research platforms
- Highly organized, self-motivated, and detail-oriented
Nice-to-Haves:
- Experience creating marketing materials using Canva, PowerPoint, or Adobe
- Background in real estate investing, mortgage notes, or loan servicing
- Knowledge of real estate finance terms and documentation
- Ability to work independently with minimal supervision
- Experience with tools like PropStream, Reonomy, or Real Capital Analytics
- Strong multitasking skills and ability to manage competing priorities