Apta - Financial Analyst

About Apta Investment Group

Apta Investment Group is a private real estate investment company founded by an ENT surgeon, Dr. Vasu Kakarlapudi, who sought freedom through real estate. With over 18 years of experience and more than $1B in transaction volume alongside investor partners, Apta focuses on acquiring and managing high-performing medical office, retail, and commercial assets across key U.S. markets.

Our strategy is centered on disciplined acquisitions, data-driven execution, and long-term partnerships, with over 70 investors participating in Apta-managed deals.

Role Overview

Apta Investment Group is looking for a Financial Analyst who thrives in environments where precision, pace, and accountability intersect. This role is central to our acquisitions and asset management platform - owning the modeling, analysis, and financial storytelling that drive critical investment decisions.

Youll work directly with the COO and cross-functional teams across acquisitions, property operations, finance, and investor relations. Success in this role requires more than just technical modeling ability - it calls for someone who is detail-obsessed, intellectually curious, and deeply reliable under pressure. You're someone who understands that the integrity of your analysis directly impacts investor trust and business outcomes.

You should bring a systems-thinking mindset, a strong grasp of commercial real estate principles, and the mental agility to toggle between granular data and strategic insights. If youre wired to ask thoughtful questions, build clean and scalable tools, and operate with a quiet sense of urgency - youll thrive here.

This isnt just a support role. Its a chance to build the analytical foundation behind a high-performing investment firm.

Key Responsibilities:

Investment Analysis & Underwriting

- Build and maintain robust financial models (DCF, IRR, equity multiples, debt coverage, sensitivity scenarios) for all new acquisitions and capital initiatives

- Analyze real estate investment opportunities, tenant credit, market conditions, and rent comps to validate assumptions

- Interpret key deal documents including rent rolls, T12s, appraisals, purchase agreements, and loan terms

- Support the IC (Investment Committee) process with models, deal narratives, and scenario stress tests

- Track live deal pipeline using internal tools (Notion, HubSpot CRM, etc.)

Due Diligence & Transaction Support

- Collaborate on diligence checklists and timelines across legal, property management, and capital teams

- Coordinate with brokers, sellers, lenders, and attorneys on diligence requests

- Assist in lease audits, vendor reviews, environmental reports, title review, and property inspections

- Review settlement statements and help prepare closing documentation

- Maintain deal summary files and ensure documentation is organized post-close

Asset Management & Reporting

- Update quarterly asset models to reflect actual financial performance and business plan adjustments

- Track property-level KPIs: NOI, occupancy, cash flow, capex, and tenant updates

- Prepare investor reports, variance analyses, and dashboards in collaboration with PM and finance

- Assist with annual budgeting, CAM reconciliations, and valuation updates

- Ensure loan compliance and covenant tracking across assets, and prepare support for lender reporting packages

Marketing & Investor Materials

- Create investment decks, pitch books, and IC presentations in PowerPoint or Canva

- Review offering memoranda and disposition marketing materials for active or potential sales

- Help develop benchmarking analyses, peer comparisons, and asset-specific investment summaries

Tools Youll Use

Excel (Advanced): cash flow modeling, debt schedules, sensitivity tables

Yardi: for asset reporting, lease data, and portfolio financials

Argus (preferred): for lease modeling and DCF projections

Canva / PowerPoint: for visual storytelling and IC/investor decks

Notion, HubSpot, Slack, Google Workspace

What Success Looks Like

- 100+ deals underwritten annually with speed, accuracy, and insight

- Models are clean, consistent, and presentation-ready (within 24-48 hours of new leads)

- Asset models are kept current, enabling data-driven reforecasts and decision-making

- Collaborates seamlessly across functions and proactively surfaces insights

Qualifications

- 25 years of experience in commercial real estate investing, brokerage, lending, or asset management

- Deep familiarity with real estate finance and valuation principles (IRR, DCR, DSCR, cap rates)

- Proficiency in Excel modeling (youll be tested), and experience with Argus and Yardi is a strong plus

- Highly organized and process-driven with exceptional attention to detail

- Excellent written and verbal communication

- Strong self-starter attitude with ability to operate in a fast-paced, remote team

Compensation & Benefits

Salary Range: Based on experience and skillset; 15 -18 Lakhs per annum

Bonuses: Performance-based tied to deal execution.