Invest with Roots

Analyst

• Maintain monthly portfolio schedules, including acquisitions, dispositions, and portfolio changes across the single-family rental portfolio
• Maintain accurate accounting records at property and portfolio levels
• Record and track annual replacement reserves and other portfolio-level adjustments
• Serve as the primary accounting contact for third-party property management companies
• Collect, review, and reconcile monthly financial information, including rent rolls, income statements, trial balances, invoices, and supporting documentation
• Follow up with variance analysis on discrepancies, missing information, and reporting delays to keep month-end close on schedule
• Prepare monthly portfolio reporting and consolidated financial statements for internal leadership
• Support investor reporting, Regulation A reporting requirements, audits, tax preparation, and other financial reporting needs
• Partner with the President of Real Estate, acquisitions, and finance teams to ensure portfolio activity is accurately reflected in financial reporting
• Prepare journal entries, account reconciliations, and supporting schedules during month-end close
• Identify opportunities to improve accounting processes, reporting accuracy, internal controls, and automation
• Perform ad hoc financial analyses and reporting to support operational and investment decisions
• Own the accuracy and integrity of portfolio financial data, proactively identifying issues and driving them to resolution

Real Estate Portfolio Analyst

General

• Build and maintain pro forma models for potential acquisitions across multiple asset types and deal structures.
• Analyze deal economics, including cash-on-cash returns, IRR, equity multiples, NAV impact, yield on cost, debt service coverage, and sensitivity to key assumptions.
• Stress-test assumptions around rent growth, operating expenses, cap rates, exit timing, leverage, interest rates, hold periods, and capital needs.
• Partner with acquisitions, asset management, finance, and leadership to translate deal terms, business plans, and market assumptions into clear model inputs.
• Evaluate potential acquisitions across asset types such as multifamily, build-to-rent, mixed-use, value-add, and other residential-focused real estate opportunities.
• Support capital structuring analysis, including debt assumptions, equity requirements, refinancing scenarios, and investor return profiles.
• Maintain and update models as deals move through the pipeline, from initial screening through investment committee review and closing.
• Review operating statements, rent rolls, market comps, loan terms, third-party reports, and other diligence materials to support underwriting assumptions.
• Identify key risks, sensitivities, and value drivers in each deal and clearly communicate them to the team.
• Summarize model outputs into clear investment memos, decision-support materials, and committee-ready presentations.
• Support ongoing portfolio performance analysis, including actual-to-budget reviews, valuation updates, NAV-related analysis, and scenario planning.
• Help improve our underwriting process, model templates, internal reporting, and investment committee materials as the team continues to grow.

Real Estate Portfolio Analyst

Real Estate Underwriter – Financial Modeling