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OakPoint Real Estate

Real Estate Financial Analyst

Full Time
Real Estate Field
  • Finance / Investment
Postal Code
United States

This job is no longer active.


OakPoint is seeking a qualified individual to join the company as an entry level financial analyst. This role will work directly with the asset management and acquisition teams as well as senior leadership and be exposed to a wide variety of analytical work at a real estate investment company. The role will be located at the OakPoint headquarters in Nashville, TN.

OakPoint is a premier real estate investment firm with offices in Nashville and Austin. The firm’s founding partners have completed over $2 billion in transactions on behalf of their clients and $500 million in principal investments. By targeting both value add and core investment opportunities in the multifamily, office, residential, and retail sectors, we provide our investors with real estate diversification under the radar screen of institutional capital. We identify assets with a unique story, those where we can create value through an entrepreneurial approach to repositioning and management.

Underwrite/Value income producing assets of all property types using Argus and Excel software.
  • Play a role in creating the annual budgets for owned assets in the OakPoint portfolio.
  • Review, analyze, comprehend, abstract and interpret various types of real estate documents, including leases, rent rolls, budgets, operating statements, expense recovery reconciliations, loan agreements, purchase and sale agreements, and other information.
  • Compose deal memos discussing investment thesis, strategy, capitalization, and return profile for internal committee approval, as well as all marketing material used to syndicate equity.
  • Create and maintain financial models for acquisition, leasing, sell/hold, refi and other ad hoc analyses on owned and potential new investments.
  • Support all aspects of the closing process, including general due diligence, assessing lender feedback, and raising equity.
  • Responsible for offering memorandum review, underwriting from size up to final version, and presenting findings to decision makers.
  • Manage the data entry, reforecast, and maintenance of multiple databases tracking both acquisition opportunities and performance of owned assets.
  • Coordinate communications to investors regarding capital calls, performance of assets, and distributions via email and Juniper Square software.
  • All candidates must have a BA or BS degree from an accredited institution, preferably in real estate, finance, business, accounting, economics or related area.
  • Understanding of basic financial concepts such as discounted cash flows, net present values, internal rates of return, return on equity, etc.
  • Strong analytical and problem solving skills.
  • Highly developed verbal and written communication skills.
  • Proficiency with Microsoft Office software, specifically Excel.
  • Prior financial modeling experience is required.
  • Prior Argus modeling experience is strongly preferred, but not required.
  • Organizational skills and attention to detail, with the ability to prioritize and manage multiple projects simultaneously to meet deadlines.
  • Great work ethic and ability to commit to demanding hours in a fast paced setting.
  • Thrive in an entrepreneurial work environment and be self motivated.

Job Functions

  • Acquisitions
  • Asset Management
  • Financial Analysis

Job Sectors

  • Residential
  • Office


Less than 1 year

This job is no longer active.

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