Capital Markets Analyst jobs in United States
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Ambrose · 1 month ago

Capital Markets Analyst

Ambrose is a vertically-integrated investment manager specializing in the acquisition, development, and operation of Class A industrial, logistics, and e-commerce real estate. The Capital Markets Analyst will support investor relations, fund management, and capital markets functions, focusing on financial modeling, portfolio analytics, and fundraising support.

CommercialProperty ManagementReal Estate

Responsibilities

Build and maintain financial models, sensitivity analyses, and internal dashboards to support investment decisions
Aggregate and synthesize data across assets, funds, and joint ventures
Review and abstract information from complex real estate agreements to assist with the preparation of financial materials
Collaborate with internal team and external partners to support market intelligence and strategic initiatives
Work closely with Accounting and Asset Management teams to understand property and fund-level cash flows for historical reporting and capital planning, and forecasting
Support capital raising efforts across funds, joint ventures, and separately managed accounts
Build debt packages summarizing financing opportunities; prepare term sheet comparisons and support investment committee memo preparation
Support quarterly and annual investor reporting packages, debt/equity transaction tracking, performance monitoring, and track record reporting
Manage and optimize CRM systems for investor and partner relationship tracking
Work with technology and finance teams to improve reporting automation and process efficiency
Assist in responding to investor due diligence questionnaires (DDQs), requests for proposals, and data requests
Partner with leadership to maintain data room materials and presentations
Support onboarding new investors in the subscription process

Qualification

Financial modelingPortfolio analyticsCRM managementExcel skillsReal estate experienceWritten communicationVerbal communicationTime managementProblem-solvingOrganizational skills

Required

Bachelor's degree in Finance, Accounting, Business, or Real Estate
Internship experience in real estate, investment banking, or private equity
Proven experience supporting complex and time-sensitive projects
Strong analytical background, excellent Excel skills, and familiarity with underwriting
High attention to detail with an appreciation for maintaining data quality and integrity
Excellent written and verbal communication skills with the ability to prepare polished materials for lenders and investors
Strong time management and problem-solving skills; a self-starter who thrives in fast-paced environments
Strong organizational skills and ability to manage multiple projects simultaneously

Preferred

Familiarity with Juniper Square, DealPath, and fund administration systems is a plus

Company

Ambrose

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Since 2008, Ambrose has been redefining what’s possible for people, companies and communities.

Funding

Current Stage
Early Stage

Leadership Team

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Aasif Bade
Founder and CEO
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Stacey Anderson
SVP, Chief Financial Officer
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Company data provided by crunchbase