Analyst, Debt & Equity Placement

Transwestern • Houston, TX

4d • Onsite

About The Position

The Analyst will support the Capital Markets team in the underwriting, analysis, due diligence, and execution of commercial real estate financing transactions. This position will assist producers and senior team members with debt and equity placement assignments, including acquisition, development, construction, refinance, and recapitalization transactions across a variety of property types. The Analyst will be involved in all aspects of transaction execution, including financial analysis, market research, lender communications, due diligence coordination, and preparation of client-facing materials. The ideal candidate is an analytical, detail-oriented professional seeking to build a career in commercial real estate finance and capital markets.

Requirements

• Bachelor's degree required.
• Strong analytical and quantitative skills with demonstrated attention to detail.
• Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.
• Ability to organize and manage multiple projects and priorities in a fast-paced environment.
• Strong written and verbal communication skills.
• Ability to work effectively both independently and collaboratively within a team environment.
• Professionalism, discretion, sound judgment, and commitment to maintaining confidentiality.
• Proficiency in utilizing AI-enabled productivity and research tools to improve efficiency, organization, and analytical work product while maintaining appropriate professional judgment and data confidentiality.
• Ability and willingness to learn internal CRM, research, and pipeline management systems.
• Positive and professional attitude.
• Strong interpersonal and relationship-building skills.
• Self-motivated with a commitment to continuous learning.
• Excellent organizational and time management skills.
• Ability to adapt to changing priorities and transaction timelines.
• Customer-service oriented with a strong focus on responsiveness and follow-through.

Nice To Haves

• Preferred areas of study include Finance, Real Estate, Economics, Accounting, Business, or a related field.
• Internship, analyst program, or transaction-oriented experience in commercial real estate finance, banking, investments, or capital markets preferred.
• Experience with ARGUS and commercial real estate financial modeling preferred.

Responsibilities

• Prepare and maintain financial models utilizing Excel and other industry-standard software, including analyses related to loan sizing, debt yield, DSCR, LTV/LTC, investment returns, and cash flow projections.
• Support underwriting and analysis of debt and equity placement opportunities across multiple property types and transaction structures.
• Conduct market research, comparable transaction analysis, and financial due diligence in support of financing assignments.
• Gather, organize, and track due diligence materials, including rent rolls, operating statements, budgets, appraisals, surveys, third-party reports, leases, sponsorship materials, and closing documentation.
• Prepare investment memoranda, financing request packages, lender presentations, term sheet summaries, and other client-facing deliverables.
• Assist with lender outreach, capital source tracking, request management, and transaction follow-up throughout the financing process.
• Maintain transaction records, pipeline information, contact databases, lender lists, and comparable financing data.
• Coordinate with clients, lenders, attorneys, consultants, and internal team members to facilitate transaction execution and meet project deadlines.
• Monitor market conditions, financing trends, and capital markets activity to support client recommendations and business development efforts.
• Assist in identifying, researching, and pursuing new business opportunities.
• Perform additional duties as assigned.

Benefits

• Pre-employment background checks, which may include criminal history, education verification, motor vehicle records, credit history, and professional license verification.
• Drug screen check prior to starting with the firm.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level