Financial Analyst – Real Estate Debt Fund

Financial Analyst – Real Estate Debt Fund

Position Title: Financial Analyst Department: Investments / Asset Management Location: Austin, Texas (In-Office) Reports To: Executive Vice President

About Us

OGH is a leading commercial real estate debt investment platform focused on originating, acquiring, and managing commercial real estate loans across multiple property types. Our investment strategies span senior loans, mezzanine financing, bridge lending, construction loans, and special situations investments throughout the United States.

We are seeking a highly motivated Financial Analyst to join our growing team. This role offers direct exposure to transaction underwriting, portfolio management, capital markets, and investment committee processes within a dynamic real estate credit environment.

Position Overview

The Financial Analyst will support the investment team in evaluating new lending opportunities, performing financial analysis, underwriting commercial real estate assets, monitoring portfolio performance, and preparing investment recommendations along with presenting loan packages to senior management. The ideal candidate is analytical, detail-oriented, and interested in building a career in real estate private credit.

Key Responsibilities

Investment Underwriting & Analysis

· Analyze prospective debt investments across multifamily, industrial, office, retail, hospitality, and specialty asset classes.

· Build and maintain financial models to evaluate loan structures, debt service coverage, loan-to-value ratios, and borrower creditworthiness.

· Conduct cash flow analysis, sensitivity testing, and downside scenario modeling.

· Review appraisals, market studies, engineering reports, environmental reports, and third-party due diligence materials.

· Preparing investment memoranda and underwriting packages for internal approval.

Portfolio Management

· Monitor performance of existing loan investments and borrower compliance.

· Track portfolio metrics, covenant compliance, loan maturities, and risk indicators.

· Support quarterly portfolio valuation and reporting processes.

· Assist with borrower requests, modifications, extensions, and refinancing analyses.

Market Research

· Conduct research on commercial real estate markets, sectors, and economic trends.

· Analyze comparable transactions, market rents, cap rates, and financing conditions.

· Prepare presentations and reports for senior management and investors.

Capital Markets & Investor Reporting

· Assist in preparing investor reporting materials and portfolio updates.

· Support fundraising initiatives through data analysis and presentation preparation.

· Coordinate with lenders, brokers, legal counsel, and third-party service providers throughout the transaction lifecycle.

Qualifications

Required

· Bachelor's degree in Finance, Real Estate, Economics, Accounting, or a related field.

· 1–3 years of experience in commercial real estate, investment banking, private credit, lending, valuation, consulting, or corporate finance.

· Strong financial modeling and analytical skills.

· Advanced proficiency in Microsoft Excel and PowerPoint.

· Excellent written and verbal communication skills.

· Strong attention to detail and ability to manage multiple projects simultaneously.

Preferred

· Experience underwriting commercial real estate loans or investments.

· Familiarity with AppFolio or Argus, CoStar, Bloomberg, or similar industry platforms.

· Understanding of commercial real estate capital structures and debt products.

· Professional designations are a plus.

Key Competencies

· Financial modeling

· Commercial real estate underwriting

· Credit analysis

· Investment research

· Problem-solving

· Team collaboration

· Time management

· Presentation and communication skills

Compensation & Benefits

· Competitive base salary

· Annual performance bonus

· Health, dental, and vision insurance

· 401(k) with company match

· Paid time off and holidays

· Professional development and certification support

· Opportunity for long-term career growth within a leading real estate investment platform

Why Join Us?

This is an opportunity to work alongside experienced real estate investment professionals and gain exposure to the full lifecycle of commercial real estate debt transactions. The role provides significant responsibility, direct interaction with senior leadership, and a clear path for advancement within a growing investment organization.

To Apply: Please submit your resume and a brief cover letter outlining your interest in real estate debt investing and your relevant experience.

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Equal Opportunity Employer: OGH is committed to creating an inclusive workplace and welcomes applications from qualified candidates regardless of race, religion, gender, sexual orientation, age, disability, or veteran status.