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Assistant Underwriter / Financial Analyst 

How This Role Supports Your Business

Our Assistant Underwriter / Financial Analyst provides data-driven analysis for U.S. multifamily investments by reviewing rent rolls, T12s, and underwriting models—turning NOI, cap rates, and IRR into clear, actionable insights for confident decisions.

Deal Intake & Document Management

Downloads, organizes, and maintains deal files including T-12s, Rent Rolls, and Offering Memorandums (OMs), while ensuring standardized folder structures by deal, version, and date.

Data Entry & Normalization

Inputs deal data into RedIQ or other CRMs, completes deal summary fields, uploads supporting documents, and performs revenue and expense mapping for accurate analysis. 

Underwriting & Proforma Support

Populates proformas using RedIQassists in building and maintaining underwriting models in Excel or Google Sheets, and supports IRR, cash flow, and value-add modeling under Lead Underwriter guidance.

Quality Control

Cross-checks T-12 totals against RedIQ outputs and rent roll totals against in-place income, flagging inconsistencies before submission.

Market & Comps Support

Pulls rent and sales comps in CoStar based on predefined criteria to support underwriting assumptions.

Pipeline Support

Logs inbound deals into the pipeline tracker and monitors deal stages and underwriting status.

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