What are the responsibilities and job description for the Capital Markets Analyst position at Sanford Barrows Group?
Job Title: Capital Markets Analyst
Salary: $90k - $110k base plus 10-15% (discretionary)
Location: Boca Raton, FL
Schedule: In-office role, NOT hybrid / remote (Mon. - Fri. 8:30 - 5:30)
Responsibilities:
- Prepare and review comprehensive financial analyses modeling of multifamily development and acquisition projects, property leasing, and a variety of potential capital structures (construction loans, preferred equity, and equity).
- Understand the mechanics of various complex LP/GP, joint-venture, and other partnership fund structures.
- Work with the Asset Management team to prepare period reports for internal stakeholders related to performance and valuation, as well as zero-based budgeting in connection with investment underwriting and ongoing portfolio management.
- Work with the Capital Markets team to prepare and review quarterly investor and variance reports, and investment underwriting model updates.
- Prepare and review internal and external offering memoranda and other supporting documentation related to new and existing real estate investments.
- Perform market and economic research of various key macro- and micro-economic data to provide valuable insights supporting portfolio management and investment decisions.
- Communicate with senior leadership team regarding ongoing project status, budget and variance reporting, risk analyses, and evaluation of other key performance metrics.
- Perform a wide variety of ad-hoc research and analytical tasks needed to improve the processes, systems, and data management used by the Asset Management, Capital Markets, and Investor Relations teams.
Required Skills and Abilities:
- Bachelor’s degree in finance, accounting, engineering, or real estate. Other technical fields will be considered.
- Undergraduate degree with a strong academic track record.
- Minimum of 1-3 years of real estate investment and/or management experience required.
- Experience with legal documents associated with real estate transactions is a plus.
- Aptitude for technical problem-solving, specifically using financial modeling and analysis.
- Curious and inquisitive mind with a lively interest in learning domain knowledge and gaining expertise.
- High agency – ownership of work product, proactive, innate sense of responsibility for outcomes.
- Advanced knowledge of financial analysis, financial modeling, and financial statement and reports.
- Clear and effective written, verbal, and communication skills.
- Organized, detail-oriented, and collaborative.
- High level of proficiency in Microsoft Excel and other technical applications.
Salary : $90,000 - $110,000
