Forward Deployed Finance Engineer, Real Estate

Skills

About the Role

You will work alongside Account Executives to engage real estate private equity platforms, debt funds, and developer-investors, leading pilots and building screening, underwriting and investment committee workflows in clients' templates. You will build the real estate playbook, feed acquisitions-team feedback into the product, and travel 2–3+ times per month.

Requirements

• 3+ years on an acquisitions, asset management or real estate credit team with ownership of live deal work
• Principal-side deal execution required
• Strong command of OMs, rent rolls, T-12, leases, estoppels, third-party reports, loan documents and ARGUS models
• Advanced Excel and financial modeling
• Comfort with prompting and agentic AI workflows
• Executive presence and relationship-building skills
• Outstanding communication and presentation skills
• Willingness to travel 2–3+ times per month

Responsibilities

• Lead discovery, demos, pilots, trainings, onboarding and custom builds with customers
• Run live pilots with real estate investors
• Build screening, underwriting and investment committee workflows in clients' templates
• Build the real estate playbook including demo library, workflow templates and use cases
• Support post-close work such as asset management reporting, loan compliance and valuation support
• Bring acquisitions-team feedback into the product
• Lead the real estate practice as the team grows

Benefits

• Equity