Investment Analyst - Capstone Companies

Capstone is the #1 privately owned multi-family brokerage nationwide. Our core values (Be a self-starter, egos checked at the door, embrace the chaos) act as an unwavering guide in what we do daily.

Responsibilities:

Coordinate deal servicing and transaction management needs, including:

• Underwrite, evaluate, and forecast an asset’s financial performance, cash flow trends, and pro forma with current and projected based assumptions
• Generate original content, text, and graphs for client deliverables
• Compile information for the creation of marketing campaigns for the sale of multi-family assets
• Assist with deal servicing and execution
• Research and write high-level industry narratives about market and economic conditions, asset classes and operational performance, and market statistics and analysis to be used in client and firm deliverables
• Contribute to local market thought leadership by providing research information to production team and creating external market reports
• Compile location information on target markets
• Research prospective clients to find appropriate contacts and company info
• Maintain ownership database and track loan maturities for business development
• Update and review CRM system and other required data sources to ensure accuracy of the information in the CRM
• Communicate professionally and serve as a liaison to clients, prospective investors, lenders, and government agencies (as needed)
• Identify developable land opportunities and source ownership contact information
• Assist in the coordination and implementation of strategic platform strategies and new business development; perform research and analysis to support those strategies
• Attend firm meetings and conduct ad hoc studies for management upon request
• Lead weekly pipeline meetings, proofread content, ensure appropriate branding, approve materials for final distribution, and monitor deadlines for project deliverables

Requirements:

• Bachelor’s degree required; Business or Finance preferred with concentration in real estate
• 1 – 2 years of experience in Commercial Real Estate or Finance
• Professional acumen, demonstrated interest in, and understanding of commercial real estate
• Proficiency with MS Office, advanced Excel skills, and exposure to financial modeling within Excel
• Writing experience: ability to communicate and create captivating original content for internal and external distribution
• Aptitude for quickly comprehending and inputting data
• Professionalism, drive, and eagerness to better CRE knowledge
• Adaptability and efficiency in a fast-paced environment
• Strong organizational skills with the ability to prioritize and manage multiple projects in a timely and thorough manner
• Ability to function in a team-oriented setting while working independently with limited day-to-day supervision
• Energetic self-starter who is flexible, organized, conscientious, proactive, and detail-oriented
• An individual who demonstrates a sense of personal accountability, urgency for achieving results, and desire to succeed in an entrepreneurial environment

Compensation:

• Compensation package to include base salary plus performance-based incentive bonus plan—details of both to be determined based upon candidate experience, skill level, and openly discussed during interviews.
• Comprehensive health, dental, vision, and life insurance as well as access to an EAP.
• Paid time off, ten paid holidays annually, parental leave, and an additional day off for volunteer work.
• 401k with competitive company match after one year of employment.
• Matched donations to our philanthropic division, Capstone Cares.
• Eligible to earn annual firm-wide award trip.

Capstone is an equal opportunity employer that is committed to creating an inclusive environment for all employees, clients, customers, and community.