SME - Acquisition Due Diligence - Real Estate Private Equity
About FinacPlus
FinacPlus is a Great Place to Work® Certified organization — a recognition of our people first culture, collaborative environment, and focus on professional growth. We provide high-end virtual business process and technology services to leading global clients across finance, banking, mortgage, research, and data services. At FinacPlus, you’ll work with world-class talent, cutting-edge technology, and international stakeholders — while still enjoying the openness, agility, and career visibility of a fast-growing company.
Role Overview
The role will support and, over time, lead key aspects of the firm’s investment activities, with a primary focus on acquisition due diligence, transaction execution, and analytical support. This role is highly analytical, execution-oriented, and requires close coordination with internal leadership and external counterparties. The position offers meaningful responsibility, direct exposure to senior decision-makers, and a clear path to increased ownership of transactions and investment outcomes.
What You Will Do
- Acquisition Due Diligence
- Contribute to, and eventually lead, the full due diligence process for prospective property acquisitions.
- Coordinate third-party consultants, review findings, and assess risks.
- Understanding of real estate finance and how debt availability affects the acquisition
- Review and refine investment models, including underwriting assumptions, and sensitivity analyses.
- Audit lease files, rent rolls, operating statements, and other seller-provided documentation to validate underwriting assumptions.
- Market research on target acquisitions and the broader investment environment
- Assist in the preparation of internal investment memoranda and materials for investment committee presentations.
- Transaction Execution
- Contribute to, and eventually lead, the execution of acquisition, disposition, and refinancing transactions from contract through closing.
- Manage and coordinate all transaction participants, including legal counsel, lenders, mortgage brokers, title and escrow, consultants, equity partners, and buyers/sellers.
- Track and adhere to critical dates, deliverables, and conditions to closing; proactively identify and resolve execution risks.
- Review and assist in negotiating key transaction documents, including purchase and sale agreements, loan documents, and closing statements.
- Support, or oversee/lead, the closing processes to ensure accuracy, timeliness, and alignment with approved investment terms.
- Asset & Portfolio Management
- Portfolio cash flow modeling and projections
- Performance to model assessments, and presentation
- Ad Hoc and Strategic Analysis
- Perform ad hoc financial and analytical work to support investor presentations, capital raising efforts, and strategic initiatives.
- Support evaluation of new investment strategies, markets, or structures as directed by senior leadership.
- Portfolio Support
- Support refinancings, capital events, and major asset-level decisions with analytical and execution support.
- Help maintain internal models, data sets, and underwriting templates to ensure consistency and accuracy across investments.
- Process Improvement & Firm Support
- Design new, and improve existing, tools and analyses (primarily in Excel) that support the company’s goals.
- Help develop and refine internal processes, underwriting standards, and transaction workflows.
- Maintain organized diligence files, transaction records, and analytical work.
- Support other firm initiatives as needed in a collaborative, entrepreneurial environment.
What We Are Looking For
- At least 5 years in Real Estate Private Equity underwriting.
- Experience working on live deals and deal required timelines/deadlines
- Deep understanding of the multifamily investment market, valuation principles, real estate finance, market norms, and investment modeling.
- Excel expert.
- Proficient at excel financial modeling, including the ability to audit and augment existing company models.
- Excellent communicator capable of professionally interacting with company executives and third parties
- Ability to prioritize competing tasks and clearly communicate with stakeholders
- Experience with AI LLMs, specifically Claude, is a plus.
- Experience with market data platforms (RealPage, Costar, Yardi Matrix, Green Street), and their methodologies is a plus.
Soft Skills
- Attention to detail
- Analytical rigor
- Intellectual curiosity
- Comfort operating with ambiguous or incomplete data
Work Location – Fully Remote
Shift Timings – 7 PM – 4 AM (IST)
