Multifamily Underwriting & Research Analyst

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

• Financial Underwriting & Modeling
  • Build and maintain multifamily underwriting models using seller financials, rent rolls, and offering memorandums.
  • Normalize inconsistent property data and input information into standardized financial models.
  • Complete approximately 95% of underwriting analyses before broker review.
  • Evaluate deal performance metrics and identify key investment risks and opportunities.
  • Ensure underwriting outputs are accurate, organized, and presentation-ready.
• Market Research & Analysis
  • Research rental comparables, sales comparables, and submarket performance indicators.
  • Gather and organize market intelligence from public and industry sources.
  • Analyze development pipelines, supply trends, demographic shifts, and market conditions.
  • Present research findings in a clear format suitable for investment evaluations and marketing materials.
• AI-Powered Research & Workflow Optimization
  • Utilize AI tools such as ChatGPT, Claude, Copilot, or similar platforms to accelerate underwriting and research workflows.
  • Leverage AI-assisted processes for model population, research automation, and data organization.
  • Continuously identify opportunities to improve efficiency through technology and automation.
• Deal Flow Support
  • Manage multiple underwriting assignments simultaneously while meeting tight turnaround expectations.
  • Prioritize assignments based on team deal flow and transaction timelines.
  • Collaborate with brokers and internal stakeholders to support active opportunities.
• Reporting & Documentation
  • Maintain organized underwriting files, research materials, and supporting documentation.
  • Prepare broker-ready summaries and investment analysis reports.
  • Assist with data preparation for marketing packages and investment presentations.

Qualifications

• 2–5 years of experience in financial analysis, underwriting, investment analysis, private equity, commercial real estate, investment banking, or a related field.
• Bachelor's degree in Finance, Accounting, Economics, Real Estate, or a related discipline.
• Advanced Microsoft Excel skills and experience building complex financial models.
• Strong analytical, quantitative, and critical-thinking abilities.
• Active working knowledge of AI tools such as ChatGPT, Claude, Copilot, or similar platforms.
• Excellent written and verbal English communication skills.
• Ability to work independently while managing multiple projects simultaneously.
• Strong attention to detail and commitment to accuracy.

Preferred Qualifications

• Direct experience underwriting multifamily real estate investments.
• Experience with commercial real estate financial modeling.
• Background in investment banking, private equity, hedge funds, or institutional investment analysis.
• MBA, Master's degree, or financial engineering background.
• Experience utilizing AI-driven workflows for research and analysis.
• Familiarity with multifamily market research and property valuation methodologies.

Role Details

• Fully remote position.
• Full-time schedule.
• Monday–Friday during standard PST business hours.
• 2–5 years of experience preferred.

What This Role Offers

• Direct exposure to institutional-quality multifamily transactions.
• Opportunity to evaluate hundreds of investment opportunities annually.
• Work alongside an experienced investment sales team.
• Ongoing AI training and support to enhance productivity and analysis capabilities.
• Long-term remote opportunity with significant professional growth potential.

Ideal Candidate Profile

• Highly analytical and naturally curious.
• Strong financial modeler who enjoys digging into numbers and assumptions.
• Comfortable leveraging AI tools as part of daily workflows.
• Self-starter who thrives in a fast-paced transaction environment.
• Detail-oriented professional who takes pride in producing accurate, high-quality work.
• Strong communicator capable of presenting complex findings in a clear and concise manner.