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Capital Markets Analyst (NYC)

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

AI generated summary

  • You need a Bachelor's degree, 1-3 years of experience, an active Real Estate License, financial analysis skills, interpersonal abilities, adaptability, Excel proficiency, and CRM familiarity. Argus experience is a bonus.
  • You will conduct outreach to lenders, analyze financial data, research market trends, coordinate debt/equity packages, negotiate term sheets, manage transaction pipelines, and work closely with agents and sponsors in the fast-paced world of capital markets in NYC.

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.

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

Real Estate & Construction
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.