Remote Due Diligence Associate - Private Placements

Realized Holdings; Austin (TX); Remote; USD 90,000 - 140,000; Full time

Job summary

Realized Holdings, Inc. is seeking a Due Diligence Associate to own the review of new offerings and sponsors. You will help build scalable diligence systems, work with Research, Product, and Technology, and report to senior leadership.

You will evaluate sponsors and assets, underwrite CRE investments, and drive process improvements with AI-assisted tools, collaborating across teams and geographies.

Qualifications

• Bachelor’s degree in Real Estate, Finance, Accounting, Economics or equivalent experience.
• 3–5+ years in real estate lending, investment management, or securities due diligence.
• Experience evaluating sponsors and assets across markets and strategies.
• Advanced Excel, SQL; ARGUS experience preferred.
• Clear written and spoken communication; ability to explain complex investments.

Responsibilities

• Lead due diligence on new offerings and sponsors, including PMs, leases, budgets, term sheets, and third‑party reports.
• Evaluate sponsors for track record, strategy consistency, fees, and alignment.
• Underwrite and model structured CRE investments across types and strategies; build new models when needed.
• Identify inefficiencies and partner with Tech to move models to software solutions.
• Be the diligence SME for Product and Development on new features and requirements.
• Represent Research on valuation and reporting projects.
• Use AI tools to speed document review and data extraction and verify outputs against sources.
• Follow competitive landscape in real estate, alternatives, and capital markets.
• Lead complex transactions from initial review to management recommendation.

Skills

Financial Modeling

Advanced Excel

SQL

Written & Verbal Communication

Analytical Thinking

Due Diligence

Education

Bachelor’s degree in Real Estate, Finance, Accounting, Economics

Tools

ARGUS

Job description

Realized Holdings, Inc. is seeking a Due Diligence Associate to own the review of new offerings and sponsors. You will help build scalable diligence systems, work with Research, Product, and Technology, and report to senior leadership.

You will evaluate sponsors and assets, underwrite CRE investments, and drive process improvements with AI-assisted tools, collaborating across teams and geographies.