Investment Analyst Job at Capstone Companies, Nashville, TN

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  • Capstone Companies
  • Nashville, TN

Job Description

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.

Job Tags

Holiday work, Local area, Flexible hours,

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