Real Estate Investment Analyst - AI-Driven Underwriting

WPT Capital Advisors; Minneapolis (MN); On-site; USD 60,000 - 90,000; Full time

Job summary

WPT Capital Advisors in Minneapolis, MN is seeking an analyst to support acquisition, development and disposition activities. You will build underwriting models, prepare investment memoranda, and assist with due diligence on transactions.

The role requires 0–2 years of relevant experience and strong Excel/Office skills. You will also help with portfolio analysis, updates to internal reports, and integration of AI tools to speed up data processing while ensuring accuracy against source documents.

Qualifications

• Bachelor's degree or equivalent in finance, real estate or related field.
• 0–2 years of financial or real estate experience; recent graduates encouraged to apply.
• Strong attention to detail and organizational skills.
• Ability to analyze qualitative and quantitative information.
• Proficiency with MS Office; familiarity with Argus is a plus.

Responsibilities

• Create detailed financial models to analyze investment opportunities, including IRR, NPV and cash flow analysis.
• Prepare and help present investment memoranda and supporting documentation for investment committees and external investors.
• Attend meetings to review investment pipeline and discuss prospects.
• Assist with due diligence on acquisitions and developments, including lease reviews and third-party reports.
• Utilize AI tools to accelerate underwriting, document review, and memo drafting, while verifying outputs against source data.
• Develop portfolio analyses and modeling for investment vehicles managed by the firm.
• Support reporting and databases focused on WPT's portfolios.

Skills

Attention to detail

Analytical skills

Verbal and written communication

Time management

Team player

Education

Bachelor's Degree in Real Estate, Finance, Economics or related field

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Argus Enterprise

Job description

WPT Capital Advisors in Minneapolis, MN is seeking an analyst to support acquisition, development and disposition activities. You will build underwriting models, prepare investment memoranda, and assist with due diligence on transactions.

The role requires 0–2 years of relevant experience and strong Excel/Office skills. You will also help with portfolio analysis, updates to internal reports, and integration of AI tools to speed up data processing while ensuring accuracy against source documents.