Build and maintain institutional-quality financial models in Excel
Underwrite acquisitions, developments, and repositioning strategies across multiple asset classes
Prepare Investment Committee memoranda and deal summaries
Design, build, and maintain AI agents or workflows to support: Deal screening and underwriting consistency
Assist with coordination tasks including: Scheduling internal and external meetings
Maintain clean deal documentation and version control
Collaborate with senior team members to embed AI tools into: Investment models, Operating playbooks, Asset management and reporting workflows

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
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.
Experience building or deploying AI agents, workflows, or automations.
Proficiency with modern AI tools (e.g., LLM-based platforms, agent frameworks, or automation stacks).

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Financial Analyst – Real Estate Private Equity

Key skills