About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Property (Real Estate Investment).

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Overview

Confidential Client is hiring an Investment Analyst on its Research team. This entry-level to early-career role (0–3 years) is based in Austin, TX with flexible remote work options. You will underwrite and model tax-advantaged private placement real estate (e.g., DSTs, UPREITs, Qualified Opportunity Zone investments) and present diligence findings to internal stakeholders including the Due Diligence Committee and sales team.

• Location: Austin, TX (onsite or remote)
• Employment type: Full-Time
• Reports to: VP of Research
• Experience: Entry-level / 0–3 years
• Education: Bachelor’s degree or equivalent experience

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What You’ll Do

• Underwrite and model commercial real estate investments: market analysis, historical performance, cash-flow projections, and layered debt/equity structures.
• Build or expand financial models when existing templates don’t capture required complexity.
• Review offering materials and third-party diligence (appraisals, environmental/property condition reports, lender & sponsor documents) and challenge sponsor assumptions.
• Present findings and clear, evidence-based recommendations to the Due Diligence Committee and sales team.
• Serve as a subject-matter expert for the sales team on internal calls and in client-facing materials.
• Help develop internal data and analytics tools: document requirements, test releases, and validate outputs.
• Use AI-assisted tools to streamline document review and data extraction, validating all outputs against source documents.
• Monitor competitive landscape across real estate, capital markets, and private placement products; perform ad hoc research.
• Over time, take ownership of complex transactions from initial screening through recommendation and handoff.

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Qualifications

• Bachelor’s degree in Real Estate, Finance, Accounting, Economics, or related field — or equivalent professional experience.
• 0–3 years of relevant experience in financial analysis, underwriting, acquisitions, asset management, lending, or similar roles.
• Strong financial modeling skills: cash-flow analysis, return metrics, and layered debt/equity structures.
• Advanced Excel proficiency and experience producing presentation-ready outputs in PowerPoint.
• Clear, concise writing and the ability to explain technical conclusions to skeptical or non-technical audiences.
• Sound judgment with confidential information and ability to manage multiple workstreams.

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Preferred

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

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Compensation & Benefits

• Compensation: Competitive base salary, bonus eligibility, and benefits (commensurate with experience). Confidential Client provides a market-competitive package and an internal path for advancement.
• Estimated market salary (for reference only): $124,049/year (as shown in the source posting). Actual offer will depend on experience and local regulations.

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Why This Role

• High-impact role with direct exposure to senior leadership and the Due Diligence Committee.
• Opportunity to build deep underwriting skills across tax-advantaged private placement structures.
• Hybrid flexibility: based in Austin with remote work support.
• Clear advancement path into transaction ownership and senior research roles.

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Keywords & Candidate Fit (quick)

• Investment Analyst, Investment Analyst Austin TX, Real Estate Investment Analyst
• Commercial real estate underwriting, financial modeling, Excel, property diligence
• Entry-level to early-career candidates seeking growth in private placement real estate

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.