Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Investment Analyst role.
Rezi rewrites your resume against Realized Holdings Inc's job description. Free.
Tailor your resume to this Investment Analyst role.
Rezi rewrites your resume against Realized Holdings Inc's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Investment Analyst posting at Realized Holdings Inc — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Investment Analyst posting at Realized Holdings Inc — free, in seconds.
About the Role
Realized Holdings is an Austin-based investment platform focused on tax-advantaged private placement real estate. As an Investment Analyst on the Research team, you will underwrite and diligence offerings, work directly with senior leadership, and explain numbers to the Due Diligence Committee and sales team. Prior experience with specific investment structures is not required.
Responsibilities
- Underwrite and model commercial real estate investments, including market analysis, historical performance, cash flow projections, and debt and equity structures.
- Build new financial models where existing ones fall short.
- Review offering materials and third-party diligence, including appraisals, environmental and property condition reports, and lender and sponsor documents.
- Challenge sponsor assumptions and present findings to the Due Diligence Committee and the sales team.
- Support the sales team as a subject matter expert on internal calls and in preparing presentations and written materials.
- Contribute to internal data and analytics tool development with the Development team, including documenting requirements and testing releases.
- Use AI-assisted tools to speed up document review and data extraction, and verify all outputs against source documents.
- Follow the competitive landscape across real estate, capital markets, and private placement products, and complete ad hoc research.
- Take ownership of complex transactions from first look through a recommendation to management, with an internal path for advancement.
Requirements
- Bachelor's degree in Real Estate, Finance, Accounting, Economics, or a related field, or equivalent experience.
- 0 to 3 years in financial analysis, underwriting, acquisitions, asset management, lending, or a similar role.
- Strong financial modeling skills, including cash flow analysis, return metrics, and layered debt and equity structures.
- Advanced Excel and comfort building presentation-ready output in PowerPoint.
- Clear writing and the ability to explain technical conclusions to a skeptical audience.
- Good judgment with confidential information and the discipline to manage several workstreams at once.
- ARGUS experience (preferred).
- Commercial real estate, commercial mortgage, or real estate private equity background (preferred).
- Working knowledge of real estate taxation, including 1031 exchange mechanics (preferred).
Skills
- Financial modeling
- Cash flow analysis
- Return metrics
- Layered debt and equity structures
- Excel
- PowerPoint
- Writing
- Communication
- Judgment
- Time management
- AI-assisted tools
- Document review
- Data extraction
- Market analysis
- ARGUS (preferred)
- Commercial real estate (preferred)
- Commercial mortgage (preferred)
- Real estate private equity (preferred)
- Real estate taxation (preferred)
- 1031 exchange mechanics (preferred)
Location
- Austin, TX
- Remote
Work Type
- Full-Time
Experience Level
- Entry Level
- 1-2 years
- 0 to 3 years
Education Level
- Bachelor's degree
Salary/Compensations
- Base salary, bonus and benefits. Competitive and commensurate with experience.
Benefits
- Bonus
- Benefits
About the Company
- Realized Holdings, Inc. is an Austin-based investment platform focused on tax-advantaged private placement real estate, including Delaware Statutory Trusts (DSTs), UPREITs, Qualified Opportunity Zone investments, and a range of fund structures.