Capital Markets Analyst (NYC)

Matthews Real Estate Investment Services™

2mo ago

Applications are closed

Job
Full-time
Junior & Mid Level
Real Estate & Property
£65K - £75K
New York City

Requirements

Bachelor’s degree in Real Estate, Business, Finance, Accounting or other related field
1-3 years of relevant experience
Active Real Estate License
Strong grasp of mathematics / Ability to complete financial analysis and underwriting of investment real estate
Skills to understand complex financial modeling and interpret to potential clients and/or lenders
Strong interpersonal skills and able to convey complex principles through written and spoken correspondence
Ability to read and interpret documents including real estate contracts and leases
A self-starter on individual projects and a contributing member on team projects
Highly adaptable and a clear-thinking problem solver
Experience in Microsoft Office with emphasis on Excel
Familiarity with CRM systems
Argus experience a plus

Responsibilities

Conduct outreach to Lenders related to potential or existing transactions
Responsible for complex financial modeling of commercial real estate assets
Breakdown and analyze profit and loss statements, leases, and rent rolls
Research market data
Draft executive summaries, sponsor profiles, and coordinate the creation of debt/equity packages
Build relationships with new lenders and sponsors
Prepare financing options to present to the agent
Present capital providers with debt/equity opportunities and negotiate term sheets
Prepare quote matrix’s and present to the sponsor
Attend property sites visits and discuss property features as needed
Work closely with the Loan Processor throughout the processing phase to obtain all required due diligence information and ensure a smooth application process and closing
Must understand and review real estate documents including leases, loan documents, appraisals, etc. to determine areas of concern
Proactively communicate with the agent, loan processor, and sponsor to drive forward the transaction
Manage the pipeline to ensure all critical milestones and sponsor’s expectations are being met
Maintain accurate and up to date information in company database
Track multiple transactions to meet critical deadlines and report status frequently
Work closely with Capital Markets Agent to carry out business goals
Take-on special projects as needed

FAQs

What are the main responsibilities of a Capital Markets Analyst?

The main responsibilities of a Capital Markets Analyst include underwriting, market research, analyzing data, coordinating the creation of debt/equity packages, conducting property visits, maintaining records in the CRM, conducting outreach to lenders, term sheet negotiation, preparing quote matrix’s, client and third-party vendor communication, and assisting with processing and closing transactions.

What qualities are sought after in an ideal candidate for this role?

The ideal candidate for a Capital Markets Analyst position is motivated, ambitious, interested in pursuing a production role, excited by new challenges, and able to keep a calm demeanor in a fast-paced, high-energy environment.

What is the career progression path for a Capital Markets Analyst?

A Capital Markets Analyst will have the opportunity to learn the business and work towards transitioning to a production role within a few years. This role provides a great opportunity for growth and advancement in the capital markets industry.

Matthews Real Estate Investment Services™

The Nation's Fastest-Growing Commercial Real Estate Brokerage Firm.

Real Estate

Industry

501-1000

Employees

2015

Founded Year

Mission & Purpose

Matthews Real Estate Investment Services™, a commercial real estate investment services and technology firm, holds recognition as an industry leader in investment sales, leasing, and debt and structured finance. Matthews™ delivers superior results through the firm’s industry revered work ethic, unique culture, collaboration, and advanced technology. Since 2015, Matthews™ has experienced unprecedented growth adding over 600+ real estate professionals to serve clients. Founded in El Segundo, CA, and strategically positioned in 20+ offices across the United States, Matthews™ continues to expand into new markets. Matthews™ redefines what clients expect by accelerating the evolution of how the commercial real estate industry services clients through technology. By leveraging technology and industry-leading resources, Matthews™ is committed to growing and preserving client wealth and adding value to their investment strategy.