Investment Analyst

Investment Analyst – Acquisitions, Asset Management & Portfolio Analytics

Company

OakPoint Real Estate
OakPoint is a privately held real estate investment firm with offices in Nashville, TN and Austin, TX. Since 2011, OakPoint has completed 60+ investments across the Southeast and Texas, managing a diversified portfolio of commercial and multifamily assets.

We are a lean, high-accountability team that values strong analytical thinking, ownership, and collaboration. While most of our team is U.S.-based and works in-office, we are intentionally expanding our remote talent footprint with individuals who can operate as true members of the OakPoint team — not outsourced support.

As OakPoint continues to expand its commercial and multifamily investment platform, we are seeking a sharp, technically minded Investment Analyst to support asset and portfolio management, acquisitions, and corporate initiatives. This is an opportunity for someone who thrives on analytical rigor, intellectual curiosity, and building systems that make great teams faster. You’ll build institutional playbooks for the company, underwrite real estate investments, analyze portfolio performance, and help implement new AI-enabled tools that increase efficiency and accuracy across the business. You’ll work directly with senior leaders across acquisitions, finance, and asset management—gaining visibility into every part of the investment lifecycle while helping shape how technology supports decision-making at OakPoint.

Key Responsibilities

Asset and Portfolio Management

• Build institutional quality playbooks for our organization, leveraging industry standards

• Provide ongoing financial and operational analysis for existing multifamily and office assets

• Track actual performance versus underwriting, budgets, and business plans

• Support portfolio-level reporting, scenario modeling, and sensitivity analysis for Directors

• Identify opportunities to enhance value through operational insights and performance analytics.

Investment Analysis & Underwriting:

• Build and maintain detailed financial models for commercial and multifamily acquisitions.

• Conduct market research, valuation benchmarking, and scenario analysis to support investment decisions.

• Prepare due diligence materials and investment committee presentations.

• Review and analyze rent rolls, operating statements, capital expenditure budgets, and debt structures

Corporate FP&A

• Support firm-level budgeting, forecasting, and portfolio analysis.

• Contribute to cash flow modeling and corporate performance tracking.

Technology & AI Integration

• Help identify repetitive processes that can be automated using AI and data-driven tools.

• Support implementation of AI-enabled systems (e.g., underwriting automation, data aggregation, reporting dashboards).

• Partner with cross-functional leaders to improve data quality, streamline workflows, and drive measurable efficiency gains.

What success looks like (first 90 days)

• You feel like a true member of the OakPoint team, despite being remote

• You understand how OakPoint:

  • Underwrites deals

  • Manages assets

  • Evaluates portfolio performance

• You can confidently handle baseline analyses independently

• Senior leaders trust your models, assumptions, and recommendations

• Communication feels seamless—as if you were sitting in the Nashville or Austin office

Who You Are

• A technically oriented problem solver who thrives on creating structure and clarity.

• Intellectually curious and eager to experiment with new tools to make work smarter, not harder.

• Confident in your analytical skills yet humble enough to seek feedback and learn quickly.

• Accountable—you “own it” from start to finish, bringing a bias toward action and follow-through.

• Energized by the opportunity to work in a fast-paced, entrepreneurial, and high-performing team environment.

• Excited by both real estate and the role technology can play in transforming the industry.

Qualifications

• Required Qualifications:

  • Entry- to mid-level experience (typically 1–5 years) in finance, real estate, consulting, investment analysis, or similar roles

  • Advanced Excel skills (10/10 required)

  • Expert-level proficiency in formulas, financial modeling, scenario analysis, and large datasets

  • Ability to build complex models from scratch with minimal guidance

  • Strong analytical rigor and attention to detail

  • Excellent written and verbal communication skills in English

  • Ability to work independently in a remote environment

  • Ability to work approximately 75% of U.S. Central Time business hours

  • Strong organizational skills and ability to manage multiple priorities

• Preferred Qualifications

  • Real estate experience preferred but not required

  • Experience underwriting multifamily and/or office real estate

  • Experience with Argus (preferred)

  • Familiarity with real estate investment concepts (NOI, cap rates, debt service, IRR)

  • Interest in AI, automation, and process improvement within investment organizations

Why OakPoint

• Exposure to acquisitions, asset management, and corporate finance within a lean, high-performing team.

• Early ownership and tangible impact on high-profile investments.

• Mentorship from senior partners with deep experience in real estate, finance, and technology adoption.

• A culture that rewards initiative, thoughtful confidence, and stewardship.

Growth & Development

• Opportunity to grow from Analyst → Associate, and potentially beyond for exceptional performers

• High visibility with senior leadership

• Biweekly one-on-ones focused on development and performance

This role is not designed as a people-management position but offers meaningful growth in scope, trust, and impact.

Application deadline: January 30.

Please note that the later you apply - the more intensive your selection process will be, for example, you will have less time for the test assignment, etc.

The selection process:

1. Fill in the application form - attach your CV;

2. Have a Zoom interview with Hire5 Recruiter; candidates may also be asked to share prior real-world models they have built.

3. Intro & Fit Interview with one of the managing partners.

4. Practical case study (2 hours max, final-stage only)

5. Get hired!