Analyst, Capital Markets

About the position

The Analyst, Capital Markets position focuses on the placement of debt and/or equity for commercial real estate transactions. The role involves participation in all stages of transactions, including underwriting, market research, and client interactions, within a dynamic and collaborative team environment.

Responsibilities

• Prepare debt and/or equity offering memorandums for commercial real estate transactions, including research, financial modeling, and composition of executive summaries.
• Responsible for complex financial modeling of commercial real estate transactions and utilize market and JLL data/comps to correctly underwrite a transaction.
• Manage the due diligence process and drive the marketing and closing processes for each transaction, maintaining constant communication with the Producer, the market, and the Client.
• Assist clients in making decisions related to their business plan and capital structure based on marketing process information.
• Identify useful data from databases to determine trends and prepare for pitches and meetings.
• Review real estate documents (leases, loan documents, appraisals, etc.) to identify potential issues and concerns.
• Develop and recommend financing alternatives to present to the Producer.
• Build a client network within the industry through meetings, events, and involvement in real estate trade organizations.
• Participate in weekly office meetings with Producers to discuss deal flow, deal status, market conditions, and review new client leads.
• Perform other duties as assigned.

Requirements

• 1-3 years of experience in a financial analysis environment; mortgage or commercial real estate industry preferred.
• Self-motivated, team-oriented, and possess strong time management skills to prioritize deadlines.
• Excellent organizational, interpersonal, quantitative, writing, and communication skills; able to interface with clients including their top-level executives.
• Strong writing skills with the ability to communicate analytical and marketing data effectively.
• Strong research, analytical, and problem-solving skills.
• Ability to analyze qualitative and quantitative information.
• Ability to work independently while maintaining a team player attitude.
• Bachelor's Degree in Real Estate, Finance, Accounting, or related discipline or an equivalent combination of education and experience.
• Intermediate working knowledge of Outlook, Excel, and Word; Argus experience a plus; database experience a plus.