Capital Finance Analyst

Job Description

Carmel Partners is a well-capitalized private real estate firm with expertise in investment and development of multi-family real estate. Our mission is to create high quality communities using innovative ideas and solutions to enhance the value of our investors, associates and residents.

We are seeking a Capital Finance Analyst who will be responsible for supporting the Capital Finance team in the debt underwriting, financing and loan management of a wide range of prospective investments and existing multifamily and mixed-use assets, as well as conducting research and working on special projects for senior management.

This position offers an excellent opportunity to learn and experience the real estate investment management business.

Who you are

You know how to prioritize and manage your time effectively, and when it comes to making decisions, you’re efficient and effective. You think strategically about potential investment outcomes. You’re productive in collaborative team settings as well as on your own, and either way you deliver quality work. It’s no sweat because you’re personable and enjoy working with others. And you always drive for measurable results. You’re a pro at communicating on and off the page, and let’s not forget you proudly deem yourself an Excel whiz.

What you’ll do

• Support the capital finance team in securing debt for new investments and refinancing existing assets
• Participate in all aspects of placing and closing debt capital market transactions. Areas of involvement include:
  • preparing finance offering memoranda with accuracy and attention to detail
  • reviewing legal documents; managing the due diligence process
  • coordinating with internal asset managers, investment officers, development teams and accountants as well as external third parties (e.g. lenders, attorneys and title companies)
• Create and maintain financial models that evaluate interest rate risk, optimal debt structures, refinancing risk, exit strategies and property operations
• Assist in the monitoring and compliance of existing loans, lines of credit and debt investments
• Research and review financial and market information
• Participate in the planning, reporting and communications to investors and lenders
• Other duties, responsibilities and special projects as assigned
• Attend work as scheduled to support the ongoing success of the company

What you’ll bring

• Undergraduate degree required, BA in Business or Finance preferred
• One to two years’ of real estate or finance industry professional experience preferred
• General understanding of financial statements and financial modeling
• Strong Excel skills and financial modeling experience
• Working knowledge of real estate investment; experience in multifamily apartment investment preferred
• Ability to work in a fast-paced environment, manage competing priorities and meet deadlines
• Strong written and verbal communication skills
• Ability to think strategically about various potential investment outcomes
• Ability to work with multiple departments throughout the company
• Ability to work independently and within a collaborative team environment delivering quality work product and measurable results

Carmel Partners, Inc. is an equal opportunity employer and affords equal opportunity to all applicants for all positions without regard to race, color, religion, gender (including pregnancy), national origin, age, disability, veteran status, sexual orientation, or any other status protected under local, state, or federal laws.