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Matthews™ · 2 days ago

Capital Markets Senior Analyst (DAL)

Dallas, TX

Full-time

Onsite

Mid, Senior Level

3+ years exp

Matthews™ is a company specializing in capital markets, and they are seeking a Senior Capital Markets Analyst to support their Multifamily team. This role involves underwriting, structuring, and executing debt and equity transactions for institutional and private clients, requiring a high degree of independence and the ability to manage multiple transactions simultaneously.

Financial ServicesReal Estate

Growth Opportunities

Responsibilities

Lead complex financial underwriting and modeling of multifamily and commercial real estate assets

Analyze operating statements, rent rolls, leases, and market data to support deal structuring and lender positioning

Coordinate and execute outreach to lenders for new and existing transactions

Build, maintain, and deepen relationships with capital providers and sponsors

Prepare and review executive summaries, offering materials, sponsor profiles, and debt/equity packages

Present financing opportunities to capital providers and actively negotiate term sheets

Prepare detailed quote matrices and financing comparisons for sponsors and agents

Advise Capital Markets Agents on financing structures, lender feedback, and market dynamics

Conduct property site visits and contribute to asset positioning discussions as needed

Work closely with Loan Processors throughout underwriting, application, due diligence, and closing to ensure smooth execution

Review and interpret real estate documentation including leases, loan documents, appraisals, and third-party reports to identify risks and issues

Proactively manage transaction pipelines, timelines, and client expectations

Maintain accurate, up-to-date deal information within the company CRM and internal systems

Track multiple active transactions, meet critical deadlines, and report deal status regularly

Assist in mentoring junior analysts and supporting team efficiency as needed

Take on special projects related to market research, process improvement, or strategic initiatives

Qualification

Financial modelingUnderwritingCapital markets experienceReal estate analysisMicrosoft ExcelCRM systems experienceCommunication skillsOrganizational skillsTeam collaboration

Required

Bachelor's degree in Real Estate, Finance, Business, Accounting, or a related field

3–6+ years of relevant capital markets or commercial real estate experience, with a strong preference for multifamily

Advanced financial modeling and underwriting skills for investment real estate

Strong understanding of debt and equity capital markets, lender products, and transaction structures

Ability to interpret complex financial models and clearly communicate findings to agents, sponsors, and lenders

Strong written and verbal communication skills with a professional, client-facing demeanor

Proven ability to read and analyze real estate contracts, leases, and loan documentation

Highly organized, detail-oriented, and capable of managing multiple transactions simultaneously

Self-starter with the ability to work independently while contributing to a collaborative team environment

Advanced proficiency in Microsoft Excel; strong overall Microsoft Office skills

Experience working within CRM systems

Company

Matthews™

Glassdoor4.1

Matthews™, a commercial real estate investment services and technology firm, holds recognition as an industry leader in investment sales, leasing, and debt and structured finance.

Founded in 2015

Nashville, Tennessee, USA

501-1000 employees