Capital Markets Analyst

Overview

Responsibilities

• Support the underwriting and execution of multifamily loan transactions across multiple lender types
• Coordinate due diligence materials and lender requirements throughout the transaction lifecycle
• Assist with lender communications and closing deliverables
• Collaborate with internal stakeholders to gather and validate financial, operational, and property-level information
• Track transaction milestones, timelines, and documentation in a deadline-driven environment

Qualifications

• Bachelor’s degree in real estate, finance, business, accounting, or a related field required
• Strong analytical, research, and problem-solving skills
• Ability to work with sensitive and confidential financial information in business or financial analysis environments
• Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint, Teams)
• Ability to understand and analyze income statements, balance sheets, budgets, and rent rolls
• Self-starter with the ability to anticipate transaction needs, prioritize tasks, and meet deadlines
• Strong communication, organizational, and interpersonal skills
• Demonstrated professionalism, discretion, and commitment to confidentiality
• Willingness to learn lender-specific requirements, loan structures, and capital markets terminology

Preferred Qualifications

• Experience with, or willingness to learn, project management tools such as Asana
• Comfort using MS Copilot or other AI tools to support research, analysis, and process automation
• Prior experience in commercial real estate finance, capital markets, loan processing, asset management, or property operations is preferred but not required