Capital Markets Analyst

Overview

PRIMARY PURPOSE OF POSITION

Responsible for collaborating with development staff, legal staff, and the MDI executive team to complete complex financial modeling, valuations, underwriting, creation of offering memoranda (debt and equity), asset management and capital raising.

EXPECTATIONS OF ALL TEAM MEMBERS

At Mortenson, we believe everyone is a leader. For that reason, every team member is expected to apply our leadership principles – Do the Right Thing, We Before Me and Inspire What’s Possible – in their work. This means we act with dependability, initiative and a positive attitude to produce high quality work and deliver an exceptional customer experience. We are on time, productive and consistent in our attendance. We approach work as part of a team, listen to the opinions of others and cooperate to achieve project goals. We accept direction from supervisors and seek out constructive feedback. We follow rules and procedures to ensure quality work and safeguard the wellbeing of ourselves and others. We push to exceed the established goals, standards and accountabilities of our positions to increase quality, safety and innovation.

All team members are responsible for supporting a diverse, equitable and inclusive work environment, as well as positively contributing to our company culture. This begins by aligning with Mortenson’s values and ethical standards as stated in the Mortenson Code of Ethics and Business Conduct, in addition to abiding by the procedures and practices outlined in the Mortenson Operations Manual.

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Key Result Areas (essential Functions)
Provide underwriting and evaluation support for Capital Markets across multiple property types, including medical office, multifamily, hotel, industrial, mission critical and land asset classes, and alternative investments
Prepare information memoranda and associated materials for distribution to potential investors and lenders
Support overall due diligence process from pre-development through completion/disposition
Develop and implement financial models to support credit analysis
Conduct analytical work that supports the financing strategies of potential capital market activities
Support the Capital Markets team in identifying areas where processes and procedures can be applied to improve communication and efficiency
Effectively work and build relationships with those of diverse backgrounds and organizational levels
All other duties as assigned

Knowledge, Skills, And Abilities
Advanced analytical skills including the shown ability to perform financial modeling using Microsoft Excel
Strong knowledge of finance concepts, including: NOI returns, cash flow returns, internal rate of return, debt yields, valuation methods and capital markets
Sound understanding of commercial real estate and financial products and services
Successful experience in developing and cultivating long term, mutually beneficial relationships
Strong people skills with high integrity and a team attitude
Strong verbal, written and interpersonal communication skills
Self-starter with ability to multi-task and manage change effectively
Active listening skills and effective communication including an openness to diverse input and feedback

Education And Experience Requirements
Bachelor’s Degree in real estate, finance or related field
Minimum two years’ progressive work experience in real estate & development
Experience in the structuring and documentation of transactions
Experience with transactions, underwriting and due diligence

Essential Physical Requirements

This position requires the following with or without an accommodation; sitting, seeing, hearing, and utilization of a computer and office equipment. The working environment consists of indoor and climate-controlled settings.

This position description is not intended to be a comprehensive list of the duties and responsibilities of the position. The duties and responsibilities of this position may change without notice.

Mortenson is an EOE/Affirmative Action/M/F/Veteran/Disabled employer.

Qualifications

Responsibilities