Capital Markets Senior Analyst

M. A. Mortenson Company - Minneapolis, MN

Full-time - Mid Level

Minneapolis, MN

11-50 employees

Heavy and Civil Engineering Construction

About the position

Mortenson Development, Inc. (MDI) is seeking a Senior Capital Markets Analyst to join our headquarters office in Minneapolis, MN. This position will report directly to MDI's Capital Markets Executive and will play a pivotal role in supporting the company's regional development offices. The Senior Capital Markets Analyst will be involved in a variety of new development and acquisition opportunities across multiple asset classes, guiding projects from inception through to exit or operational phases. In this role, the analyst will interface with development staff, legal teams, and the MDI executive team, ensuring that all financial aspects of projects are meticulously managed. Key responsibilities will include complex financial modeling, valuations, underwriting, and the creation of offering memoranda for both debt and equity financing. The analyst will also be responsible for asset management and capital raising efforts, contributing to the overall success of MDI's projects. The position requires a strong analytical mindset, as the analyst will provide underwriting and evaluation support across various property types, including medical office, multifamily, hotel, industrial, mission-critical, land, and alternative asset classes. The analyst will prepare information memoranda and associated materials for distribution to potential investors and lenders, and will support the due diligence process from pre-development and site selection through to completion and disposition. Additionally, the analyst will develop and implement financial models to support credit analysis and conduct analytical work that aligns with the financing strategies of development opportunities. The role also involves identifying areas for process improvement to enhance communication and efficiency within the MDI team.

Responsibilities

• Interface with development staff, legal staff, and the MDI executive team.
• Perform complex financial modeling and valuations.
• Conduct underwriting and create offering memoranda for debt and equity.
• Support asset management and capital raising efforts.
• Provide underwriting and evaluation support across multiple property types.
• Prepare information memoranda and materials for potential investors and lenders.
• Support the due diligence process from pre-development to completion/disposition.
• Develop and implement financial models for credit analysis.
• Conduct analytical work to support financing strategies of development opportunities.
• Identify areas for process improvement to enhance communication and efficiency.

Requirements

• Bachelor's Degree in real estate, finance, or a related field.
• Minimum two years' progressive work experience in commercial real estate.
• Experience in structuring and documenting transactions.
• Experience with transactions, underwriting, and due diligence.
• Advanced analytical skills with the ability to perform financial modeling.
• Strong underwriting ability with a deep understanding of property valuation using discounted cash flow methodology.
• Sound credit background in commercial real estate and capital markets.
• Successful experience in developing and cultivating long-term relationships.
• Strong people skills with high integrity and a team attitude.
• Strong verbal, written, and interpersonal communication skills.
• Self-starter with the ability to multi-task and manage change effectively.
• Open to change based on diverse input and feedback.
• Ability to work effectively with individuals from diverse backgrounds and organizational levels.
• Adaptive communication and active listening skills.
• Strong cross-cultural relationship building and influencing skills.