Role Description
The Multifamily Underwriting & Research Analyst will be responsible for completing the majority of the underwriting process for multifamily investment opportunities, conducting market research, gathering comparable data, and preparing broker-ready analyses. This is not a traditional administrative position. The ideal candidate possesses strong financial modeling capabilities, excellent analytical skills, and the ability to leverage AI tools to improve efficiency and accuracy. You will play a direct role in evaluating multifamily investment opportunities and helping drive transaction decisions.
Key Responsibilities
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Financial Underwriting & Modeling
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Build and maintain multifamily underwriting models using seller financials, rent rolls, and offering memorandums.
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Normalize inconsistent property data and input information into standardized financial models.
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Complete approximately 95% of underwriting analyses before broker review.
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Evaluate deal performance metrics and identify key investment risks and opportunities.
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Ensure underwriting outputs are accurate, organized, and presentation-ready.
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Market Research & Analysis
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Research rental comparables, sales comparables, and submarket performance indicators.
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Gather and organize market intelligence from public and industry sources.
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Analyze development pipelines, supply trends, demographic shifts, and market conditions.
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Present research findings in a clear format suitable for investment evaluations and marketing materials.
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AI-Powered Research & Workflow Optimization
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Utilize AI tools such as ChatGPT, Claude, Copilot, or similar platforms to accelerate underwriting and research workflows.
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Leverage AI-assisted processes for model population, research automation, and data organization.
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Continuously identify opportunities to improve efficiency through technology and automation.
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Deal Flow Support
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Manage multiple underwriting assignments simultaneously while meeting tight turnaround expectations.
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Prioritize assignments based on team deal flow and transaction timelines.
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Collaborate with brokers and internal stakeholders to support active opportunities.
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Reporting & Documentation
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Maintain organized underwriting files, research materials, and supporting documentation.
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Prepare broker-ready summaries and investment analysis reports.
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Assist with data preparation for marketing packages and investment presentations.
Qualifications
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2β5 years of experience in financial analysis, underwriting, investment analysis, private equity, commercial real estate, investment banking, or a related field.
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Bachelor's degree in Finance, Accounting, Economics, Real Estate, or a related discipline.
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Advanced Microsoft Excel skills and experience building complex financial models.
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Strong analytical, quantitative, and critical-thinking abilities.
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Active working knowledge of AI tools such as ChatGPT, Claude, Copilot, or similar platforms.
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Excellent written and verbal English communication skills.
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Ability to work independently while managing multiple projects simultaneously.
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Strong attention to detail and commitment to accuracy.
Preferred Qualifications
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Direct experience underwriting multifamily real estate investments.
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Experience with commercial real estate financial modeling.
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Background in investment banking, private equity, hedge funds, or institutional investment analysis.
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MBA, Master's degree, or financial engineering background.
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Experience utilizing AI-driven workflows for research and analysis.
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Familiarity with multifamily market research and property valuation methodologies.
Role Details
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Fully remote position.
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Full-time schedule.
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MondayβFriday during standard PST business hours.
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2β5 years of experience preferred.
What This Role Offers
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Direct exposure to institutional-quality multifamily transactions.
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Opportunity to evaluate hundreds of investment opportunities annually.
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Work alongside an experienced investment sales team.
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Ongoing AI training and support to enhance productivity and analysis capabilities.
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Long-term remote opportunity with significant professional growth potential.
Ideal Candidate Profile
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Highly analytical and naturally curious.
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Strong financial modeler who enjoys digging into numbers and assumptions.
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Comfortable leveraging AI tools as part of daily workflows.
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Self-starter who thrives in a fast-paced transaction environment.
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Detail-oriented professional who takes pride in producing accurate, high-quality work.
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Strong communicator capable of presenting complex findings in a clear and concise manner.