Analyst – Acquisitions, Asset Management & Portfolio Analytics (remote, LATAM preferred)

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. OakPoint is hiring a mid-level Analyst to support acquisitions, asset management, portfolio analytics, and select corporate initiatives. This role is designed for someone who can move beyond recurring tasks and contribute independent analytical judgment, recommendations, and decision-ready outputs. This is not a purely executional role. You will work closely with senior leaders across acquisitions and asset management, supporting live deals, portfolio performance, and internal initiatives. Over time, this role may evolve to become more acquisitions-focused and may act as a first reviewer of analytical work as the team grows. This hire is a trial run for building long-term remote analytical capacity at OakPoint. Success in this role will directly influence future team expansion. What You’ll Do Acquisitions & Underwriting

• Underwrite 3–4 new deals per month on average across multifamily and office assets
• Build Excel-based financial models from scratch, including:
• Cash flow projections
• IRR / NPV analysis
• Sensitivity and downside scenarios
• Review rent rolls, operating statements, capex budgets, and debt structures
• Support investment memos, IC materials, refinancings, and dispositions
• Go beyond “doing the work” to provide clear recommendations and rationale

Asset Management & Portfolio Analytics

• Support ongoing financial and operational analysis for existing assets
• Track actual performance vs underwriting, budgets, and business plans
• Assist with portfolio-level scenario modeling and strategic analysis
• Partner with asset management leaders on ad hoc analytical requests

Market Research

• Conduct market and submarket research (demographics, rent trends, supply/demand)
• Synthesize broker input, third-party research, and public data into insights
• Support both acquisitions and asset management with market context

Process Improvement & Tools

• Help identify opportunities to improve underwriting, reporting, and analytics workflows
• Support development of standardized models, templates, and dashboards
• Assist with testing and implementing AI-enabled tools where appropriate

Collaboration & Ownership

• Support multiple stakeholders across acquisitions and asset management
• Manage competing priorities with strong organization and communication
• Take ownership of analysis end-to-end, from scoping to final output

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

Ideal Candidate Profile This role is best suited for a mid-level analyst (3–5 years experience), though exceptional junior candidates may be considered. You Are Likely a Fit If You

• Have strong experience in finance, real estate, investment analysis, consulting, or FP&A
• Can build complex Excel models from a blank sheet with minimal guidance
• Are comfortable working with ambiguity and incomplete inputs
• Enjoy moving from analysis to recommendation
• Can manage multiple stakeholders and priorities
• Want to grow with a firm, not just complete tasks

Required Qualifications

• Advanced Excel skills (expert-level; modeling from scratch required)
• Strong financial modeling, scenario analysis, and attention to detail
• Excellent written and spoken English (accent is fine; clarity is key)
• Ability to work independently in a remote environment
• Availability to work primarily U.S. Central Time business hours (flexible within that)
• Strong organization and task management skills

Preferred (Not Required)

• Real estate experience (multifamily and/or office)
• Experience with Argus
• Familiarity with NOI, cap rates, debt service, IRR
• Interest in AI, automation, and process improvement

Tools & Data Access

• Microsoft Excel, Word, PowerPoint
• Argus (access provided)
• Additional internal platforms and data sources (access-based)

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

• Fill in the application form - attach your CV;
• Have a Zoom interview with Hire5 Recruiter; candidates may also be asked to share prior real-world models they have built.
• Intro & Fit Interview with one of the managing partners.
• Practical case study (2 hours max, final-stage only)
• Get hired!

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