Finance Analyst / Finance Expert with Real Estate Background

What you’ll do

Acquisitions & deal sourcing

• Source acquisition opportunities against a defined buy box using MLS, off-market channels, and direct outreach
• Conduct preliminary property analysis and filter candidates against investment criteria
• Initiate and manage seller communications to gather preliminary information, rent rolls, and expense history
• Draft letters of intent for principal review and signature

Financial analysis & deal structuring

• Build and maintain pro formas for acquisition and development projects
• Track NOI, DSCR, and returns assumptions across the portfolio
• Structure loan terms with lenders and prepare lender packages
• Coordinate due diligence, manage third-party reporting timelines, and support closing execution from accepted LOI through funding

Project coordination

• Serve as a coordination point between architects, contractors, and vendors across active projects
• Track schedules and deliverables; flag issues early
• Manage document flow and approvals across active projects

Property management support

• Support day-to-day rental operations including lease tracking and resident communications
• Coordinate vendors and triage maintenance issues
• Help evaluate and interface with third-party operators

Resident experience & programming

• Help design and coordinate community programming and activities for senior residents
• Develop resident onboarding materials, community agreements, and engagement touchpoints
• Think holistically about what makes a home feel like a community

Operations & process building

• Help create SOPs, workflows, and playbooks as the portfolio grows
• Document what works; identify gaps
• Build systems that allow the team to scale without adding complexity

PLEASE READ EVERYTHING! We are NOT hiring an assistant or a bookkeeper, this is a much complex jobs and you must have experience with deel sourcing and investment to be qualified