The Capital Markets Analyst supports the Capital Markets Agents on facilitating debt and/or equity transactions. The Capital Markets Analyst’s role consists of underwriting, market research, analyzing data, coordinating the creation of debt/equity packages, conducting property visits, maintaining accurate and up to date records in the CRM, conducting outreach to lenders related to potential or existing transactions, term sheet negotiation, preparing quote matrix’s, client and third-party vendor communication, and working alongside the loan processor on processing and closing. The ideal candidate is motivated and ambitious, interested in pursuing a production role, excited by new challenges, and is able to keep a calm demeanor in a fast-paced, high-energy environment. The Capital Markets Analyst will learn the business and work towards transitioning to a production role within a few years.
Please note this position will be based on-site our New York City office.
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
Program Commitment
This role is structured as a minimum 24-month analyst program, designed to provide comprehensive training and hands-on experience in Capital Markets. Upon successful completion of the program, Analysts are expected to transition into a production role, leveraging the skills and relationships developed during their time in the program.
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
Salary Range – $65,000-$75,000
Matthews is an Equal Opportunity Company; association with Matthews is subject to proven merit, competence and qualifications and will not be influenced in any manner by race, color, gender, religion, national origin/ethnicity, disability status, veteran status, age, sexual orientation, gender identity, marital status, mental or physical disability or any other legally protected status.
