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.

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Capital Markets Analyst (NYC)

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