Analyst, Real Estate Capital Advisory & Operations

Team Architects • San Diego, CA

7d • $65,000 - $75,000 • Onsite

About The Position

MOSO Capital Advisory is a San Diego-based advisory firm that helps developers, owners, and investment sponsors raise capital for middle-market commercial real estate nationwide. The firm works across senior debt, mezzanine financing, preferred equity, joint venture equity, development financing, acquisitions, refinancings, and recapitalizations, with asset types including ground-up development, for-sale and rental housing, self-storage, and land development.

The Analyst works directly with the founder and originator on assignments from initial deal review through closing. The role builds financial models, organizes deal information, prepares materials for lenders and investors, and helps keep transactions moving. Approximately 70–80% of the work is financial analysis and transaction support; the remaining 20–30% involves CRM and pipeline upkeep, business development research, and improving firm processes. This is a hands-on position in a small, entrepreneurial, in-office firm, with a flexible scope that includes communicating with people, pitching in as business needs arise, and occasionally attending networking events.

The position is full-time and based in the San Diego office. Compensation is a $65,000–$75,000 base salary plus a performance-based quarterly bonus of up to 20% of base salary. A monthly health insurance stipend and flexible time off with advance notice, plus California paid sick leave, are offered. The firm provides direct access to an experienced originator and exposure to varied asset classes and deal structures. The role may develop into a senior analyst position or other opportunities as the firm grows, based on performance.

Requirements

• High proficiency in Microsoft Excel, including complex formulas, financial modeling, and sensitivity analysis, with the ability to work through a model quickly and accurately.
• Working knowledge of how investment metrics are produced in Excel, gained through coursework, internships, or work.
• Enthusiasm for using AI tools regularly and willingness to try them.
• Exceptional organization and attention to detail, including careful document naming and filing.
• Initiative, independent thinking, and a willingness to bring ideas and work back to the team rather than only completing assigned tasks.
• Flexibility and a team-first attitude in a small firm.
• Strong written and verbal communication skills and comfort speaking with people inside and outside the firm.
• Professional judgment when handling confidential financial information.
• Proficiency in PowerPoint and Word.
• Working familiarity with most of the following: property income analysis, including NOI, T-12 operating statements, rent rolls, pro formas, vacancy and credit loss, CapEx, and TI/LC; debt metrics including LTV, LTC, debt yield, DSCR, and interest cost; capital stack components including senior debt, mezzanine debt, preferred equity, and JV equity; returns analysis including IRR, equity multiple, yield-on-cost, and NPV; sensitivity and scenario analysis; development budgets, construction financing, and pro forma modeling; acquisitions, refinancings, and recapitalizations; and commercial lease terms and expirations.
• A bachelor's degree in real estate, finance, accounting, economics, business, or a related field is preferred. Applicants without a degree may describe relevant preparation and experience.
• No real estate or finance license is required.
• A background check is required; a credit check may also be required where permitted by California law.

Nice To Haves

• Experience with CoStar and Crexi.
• Experience with ARGUS Enterprise or other real estate valuation software.
• CRM experience, such as Salesforce.
• Advanced Excel training or a certification such as REFM.
• A real estate or finance internship, senior project, or modeling project that can be shared.

Responsibilities

• Build, maintain, and review commercial real estate financial models and pro formas in Excel.
• Analyze operating statements, rent rolls, development budgets, and cash flow projections.
• Calculate and evaluate loan-to-value, loan-to-cost, debt service coverage, debt yield, IRR, and other investment and credit metrics.
• Prepare sources and uses schedules, loan sizing analyses, and sensitivities involving rents, exit cap rates, interest rates, and costs.
• Review assumptions, identify missing information, and flag inconsistencies or concerns before information reaches a lender.
• Use AI tools, particularly Claude, to organize information, formulate questions, and accelerate underwriting, while carefully reviewing outputs.
• Research rents, sales comparables, supply, vacancy, and transaction activity using CoStar, Crexi, and other sources.
• Research lenders, investors, and sponsors and help identify suitable capital partners for each deal.
• Prepare financing memoranda, lender presentations, and property summaries.
• Track lender responses and prepare side-by-side comparisons of proceeds, pricing, structure, and key terms.
• Assist with due diligence, information requests, and closing coordination.
• Keep deal files organized, consistently named, and easy for the team to follow.
• Keep the CRM, contact lists, and pipeline reports current.
• Research prospective clients and relevant transactions.
• Improve internal templates, tracking tools, and workflows, and communicate opportunities for better processes.
• Take on additional projects as the firm grows and represent MOSO professionally with clients, lenders, and partners.
• Occasionally attend networking events and introduce MOSO.

Benefits

• Monthly health insurance stipend.
• Flexible time off with advance notice.
• California paid sick leave.
• Performance-based quarterly bonus of up to 20 percent of base salary, tied to individual performance and firm results.

What This Job Offers

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