Senior Real Estate Analyst & AI-Driven Underwriter

GBX Group; Cleveland, Northern (OH, KY); Hybrid; USD 90,000 - 120,000; Full time

Job summary

GBX Group is seeking a Senior Analyst to underwrite real estate acquisitions, build robust financial models, and deliver fund-level reporting that supports investment decisions and portfolio optimization. The role emphasizes collaboration with investment, asset management, and technology teams to drive data-driven insights and scalable processes.

The candidate should have 5–7 years of experience in real estate financial analysis or underwriting, with a strong aptitude for using AI to enhance

Qualifications

• Bachelor’s degree in economics, finance, real estate, math, statistics, or related field.
• 5-7 years of experience in real estate financial analysis or underwriting.
• Real estate acquisition or financing experience preferred.
• Appraisal or valuation training preferred.

Responsibilities

• Underwrite real estate acquisitions, capital investments, joint ventures, and asset-management initiatives at the property level.
• Lead the design and delivery of fund-level reporting by translating investment and operating needs into clear functional and technical requirements and overseeing testing to ensure outputs are accurate, scalable, and decision-useful.
• Evaluate the effect of investment decisions on project-level returns and fund-level metrics, including IRR, equity multiple, cash flow, leverage, liquidity, and portfolio concentration.
• Build, review, and maintain property pro formas, ensuring key assumptions for revenue, expenses, financing, capital expenditures, and exit values are accurate and well supported.
• Use scenario and sensitivity analysis to assess business plans, including renovation programs, operational improvements, partnership structures, and downside cases.
• Identify practical applications for AI to streamline underwriting, diligence, reporting, data analysis, and recurring asset-management workflows.
• Apply AI platforms—including ChatGPT, Shortcut.AI, and Claude—to improve research, analysis, process documentation, and decision-support outputs while validating accuracy and appropriate use.
• Gather stakeholder needs and translate them into clear business and technical requirements for sustainable reporting, workflow, and automation solutions.
• Partner with investment, asset management, operations, and technology stakeholders; communicate findings and recommendations clearly to senior leadership and investment committees.

Skills

Underwriting

Financial modeling

AI & automation

Data analysis

Communications

Education

Bachelor’s degree in economics, finance, real estate, math, statistics, or related field

Tools

Rockport Val

CoStar

ESRI

CoreLogic

AI platforms

Job description

GBX Group is seeking a Senior Analyst to underwrite real estate acquisitions, build robust financial models, and deliver fund-level reporting that supports investment decisions and portfolio optimization. The role emphasizes collaboration with investment, asset management, and technology teams to drive data-driven insights and scalable processes.

The candidate should have 5–7 years of experience in real estate financial analysis or underwriting, with a strong aptitude for using AI to enhance