Financial Analyst - Capital Markets

Essential Duties 

• Prepare debt and/or equity offering memoranda that conveys all particulars of a transaction in a professionally written format presented to clients and lenders (financial projections, market and location issues, tenant analysis and persuasively written summaries/highlights).  

• Manage the graphic design process of debt and equity memoranda in conjunction with a graphic designer, including creating tables, graphs and charts, and writing technical summaries of all particulars of a transaction.    

• Prepare debt sizings to determine possible financing options for each deal. 

• Prepare financial models in Excel and Argus for clients which outline valuation and pricing structures 

• Assist in collecting and evaluating required due diligence for transactions, including making necessary inquiries to clients to ensure that required information is provided in a timely manner. 

• Prepare pro forma statements and projections which accurately reflect historical cash flow performance of properties, as well as current and projected future market conditions 

• Research, analyze, and evaluate market feasibility for various real estate transactions in a way that supports the request for financing of a given asset. 

• Understand and review real estate documents (leases, operating statements, rent rolls, loan documents, appraisals, etc.) to determine if any issues or inconsistencies exist 

• Generate weekly written reports and updates to senior brokers on each transaction’s marketing program status.  

• Collect lender and investor bids and summarize them in detailed quote matrices.   

• Prepare and manage lists of potential lenders, investors, and contacts for use in marketing efforts.   

• Contact and respond to lender requests and questions.  

• Assist the brokers in closing transactions including following checklists while interacting with lenders and clients to facilitate an efficient closing.  

• Other duties as assigned 

Other Requirements & Administrative Duties 

• Bachelor’s Degree (Business, Finance, Accounting, Real Estate, etc.) preferred, with a master’s degree or MBA a plus.     

• 1 to 2 years of commercial real estate financial analysis and/or finance experience preferably with a commercial real estate firm engaged in consulting, appraisal, investing, lending, or brokerage. Capital Markets experience a plus.  

• Strong analytical skills with high attention to detail and accuracy  

• Ability to build, analyze, and summarize complex financial models in Excel and Argus 

• Strong written communication skills developing high-level analysis summaries  

• Passion for client delivery, with strong emphasis on producing high-quality work, meeting deadlines, and strong personal initiative to succeed in an entrepreneurial environment 

• Ability to function in a team-oriented setting while working independently with limited day-to-day supervision 

• Strong time management, organization, and interpersonal skills 

• Ability to handle multiple projects at one time and work in a high-volume, fast past transaction-oriented environment 

• Takes charge and is proactive in all aspects of role 

• Growth oriented mindset, desire to learn and shares knowledge to help others succeed 

• Ability to maintain attention to detail while working under tight deadlines 

• Highly proficient in Microsoft Office Suite; advance Excel skills preferred 

• Ability and willingness work extended hours, including some weekends as needed.