Financial Analyst Job at RedSwan Digital Real Estate, Houston, TX

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  • RedSwan Digital Real Estate
  • Houston, TX

Job Description

About RedSwan

RedSwan Digital Real Estate is a FINRA-licensed digital investment platform focused on institutional commercial real estate. The firm works with sponsors and investors to structure and distribute real estate investments through regulated digital securities, enhancing capital formation and introducing new liquidity pathways across private markets. RedSwan operates at the intersection of real estate private equity, capital markets, and financial infrastructure. The platform is designed to support institutional-quality transactions across asset classes, with a focus on underwriting discipline, sponsor alignment, and scalable capital distribution.

Position Overview

RedSwan is seeking a Real Estate Financial Analyst to support underwriting, financial modeling, and investment analysis across a pipeline of institutional commercial real estate opportunities. This role sits directly within the investment evaluation and structuring process. The Analyst will be responsible for building detailed financial models, evaluating sponsor submissions, and developing investment theses across multiple asset classes and U.S. markets. The position requires a high level of technical proficiency, intellectual curiosity, and the ability to operate across both traditional real estate analysis and emerging capital markets structures.

Key Responsibilities:

Investment Analysis & Underwriting:

● Build and audit institutional-quality financial models, including:

○ Discounted cash flow (DCF) models

○ Multi-tier waterfall structures

○ Promote and distribution frameworks

● Underwrite acquisitions, recapitalizations, and development opportunities across core, value-add, and opportunistic strategies

● Evaluate capital structures, return profiles, and risk-adjusted performance

● Perform sensitivity analyses on key variables (exit cap, rent growth, leverage, timing)

● Develop clear investment theses supported by quantitative and market-driven analysis

Deal Structuring & Tokenization Readiness:

● Assess transaction structures for alignment with digital distribution frameworks

● Analyze sponsor business plans and identify strengths, risks, and execution assumptions

● Translate traditional CRE underwriting into formats suitable for investor presentation and capital markets execution

● Support structuring of offerings, including equity splits, preferred returns, and distribution mechanics

Market Research & Strategic Analysis:

● Conduct in-depth research across U.S. real estate markets, including supply/demand dynamics, rent trends, and capital flows

● Evaluate sponsors, operators, and track records

● Produce investment memos, market commentary, and internal recommendations

● Maintain awareness of macroeconomic trends impacting real estate performance and valuations

Capital Markets & Investor Materials:

● Support development of institutional-grade investment materials, including:

○ Offering memoranda

○ Financial summaries

○ Investment committee-style presentations

● Work cross-functionally with business development and leadership to align underwriting with investor positioning

● Assist in responding to investor diligence questions and data requests

Data, Systems & Process Improvement:

● Maintain and improve internal underwriting models, templates, and databases

● Leverage new tools, including AI-driven workflows, to enhance efficiency and analytical depth

● Contribute to the evolution of internal systems that connect underwriting, capital markets, and investor reporting

Qualifications:

● Bachelor’s degree in Finance, Economics, Real Estate, or related field

● 1+ years of experience in real estate investment, private equity, investment banking, or related field

● Strong financial modeling skills, including advanced Excel proficiency

● Direct experience with DCF modeling, IRR analysis, and waterfall structures

● Understanding of commercial real estate fundamentals across asset classes

● Ability to synthesize large amounts of data into clear, actionable insights

● Strong attention to detail and high standards for analytical accuracy

● Clear written and verbal communication skills

Preferred Qualifications:

● Experience underwriting multiple asset classes (multifamily, industrial, office, hospitality)

● Familiarity with real estate data platforms (CoStar, Crexi, LoopNet)

● Certification from accredited financial modeling training program (REFM, Wall Street Prep, or similar)

● Securities industry knowledge or licensing, including:

○ SIE

○ Series 7, 82, 63, 65, or 66 (or willingness to obtain)

● Experience with data, automation, or technical tools (Excel VBA, Python, SQL, or similar)

● Interest in financial technology, digital assets, or evolving capital markets infrastructure

● Exposure to institutional investment processes or capital markets

● Familiarity with tools such as Argus, Power BI, or similar analytical platforms

What This Role Offers:

● Direct exposure to real transactions and institutional sponsors

● Opportunity to work across both real estate capital markets and fintech

● A high-responsibility role within a growing platform

● Visibility into emerging structures shaping private market investing

● Competitive compensation with bonus opportunities

Job Tags

Work at office

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