Capstone Companies, the #1 privately owned multi-family brokerage nationwide, is seeking a Senior Investment Analyst to join their Nashville team. In this role, you will work closely with investment advisors and internal marketing professionals to provide financial analyses and support for multi-family commercial real estate strategies on behalf of Capstone's clients. Our core values of being a self-starter, checking egos at the door, and embracing chaos guide our daily activities.
Responsibilities:
- Coordinate deal servicing and transaction management needs
- Underwrite, evaluate, and forecast the financial performance of assets
- Generate original content, text, and graphs for client deliverables
- Compile information for 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
- Contribute to local market thought leadership by providing research information to the production team
- Compile location information on target markets
- Research prospective clients and maintain ownership database for business development
- Update and review CRM system and other data sources for accuracy
- Serve as a liaison to clients, investors, lenders, and government agencies
- Identify developable land opportunities and source ownership contact information
- Assist in the coordination and implementation of strategic platform strategies and new business development
- Attend firm meetings and conduct ad hoc studies for management
- Lead weekly pipeline meetings, proofread content, ensure branding, and monitor project deadlines
Requirements:
- Bachelor’s degree required, preferably in Business or Finance with a concentration in real estate
- 1-2 years of experience in Commercial Real Estate or Finance
- Strong interest in and understanding of commercial real estate
- Proficiency in MS Office, advanced Excel skills, and financial modeling within Excel
- Excellent writing skills for internal and external content creation
- Ability to quickly comprehend and input data
- Professionalism, drive, and eagerness to expand knowledge in CRE
- Adaptability and efficiency in a fast-paced environment
- Strong organizational skills with the ability to prioritize and manage multiple projects
- Ability to work independently and in a team-oriented setting with limited supervision
- Energetic self-starter who is flexible, organized, proactive, and detail-oriented
- Sense of personal accountability, urgency for achieving results, and desire to succeed in an entrepreneurial environment
Compensation:
- Base salary plus performance-based incentive bonus plan
- Comprehensive health, dental, vision, and life insurance
- Paid time off, ten paid holidays annually, parental leave, and volunteer work day
- 401k with competitive company match after one year of employment
- Matched donations to Capstone Cares, our philanthropic division
- Eligibility for annual firm-wide award trip
As a Senior Investment Analyst at Capstone Companies, you will support business development, strengthen client relationships, and contribute to market surveys and other project deliverables. This role offers the opportunity to work with experienced professionals in the multi-family sector, receive on-the-job training, mentoring, and valuable feedback.
If you are a passionate, experienced, and creative individual with a strong interest in multi-family commercial real estate, we encourage you to apply and join our dynamic team at Capstone Companies.
Capstone Companies is an equal-opportunity employer, committed to creating an inclusive environment for all employees, clients, customers, and community.
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