Financial Analyst – Real Estate Private Equity

Job not on LinkedIn

🕒 February 10

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Virtual Teammate

11 - 50 employees

👥 HR Tech

🤝 B2B

☁️ SaaS

HR Tech • B2B • SaaS

Virtual Teammate is a company that revolutionizes virtual staffing by providing a scalable and efficient approach to hiring virtual assistants. They specialize in offering administrative support, business intelligence, customer service, finance, marketing, healthcare, and sales virtual teammates to alleviate workload and enhance operational efficiency. Virtual Teammate emphasizes a simple hiring process, flat-rate pricing with no hidden fees, and dynamic scalability to meet the varying needs of startups, small businesses, and enterprises. Their virtual teammates are trained to focus on value creation, allowing businesses to concentrate on strategic growth and core activities.

📋 Description

• Build and maintain institutional-quality financial models in Excel • Underwrite acquisitions, developments, and repositioning strategies across multiple asset classes • Prepare Investment Committee memoranda and deal summaries • Design, build, and maintain AI agents or workflows to support: Deal screening and underwriting consistency • Assist with coordination tasks including: Scheduling internal and external meetings • Maintain clean deal documentation and version control • Collaborate with senior team members to embed AI tools into: Investment models, Operating playbooks, Asset management and reporting workflows

🎯 Requirements

• Bachelor’s degree in Finance, Real Estate, Economics, Accounting, Engineering, or related field • 2–5+ years of experience in: Real estate investment/ private equity, Investment banking and/or Accounting • Advanced proficiency in Microsoft Excel (independent model building required) • Strong skills in PowerPoint with institutional presentation standards • Demonstrated experience using AI platforms in a professional or analytical context. • Experience building or deploying AI agents, workflows, or automations. • Proficiency with modern AI tools (e.g., LLM-based platforms, agent frameworks, or automation stacks).

🏖️ Benefits

• Lightning Fast Hiring Process: Get started quickly with a simplified recruitment - endorsement process. • Dedicated and Engaged Support: Our hands-on team is committed to giving you personalized assistance and unwavering support from start to finish. • Dynamic Scalability: Opportunities to grow and adapt with us.

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