Analyst, Real Estate Capital Advisory & Operations

Team Architects • San Diego, CA

6d • 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 across the country. Its work includes senior debt, mezzanine financing, preferred equity, joint venture equity, development financing, acquisitions, refinancings, and recapitalizations across asset types such as 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% is CRM and pipeline upkeep, business development research, and process improvement. This is a hands-on role in a small entrepreneurial firm, with opportunities to help shape developing systems and take on varied responsibilities. The position is in-office in San Diego, California, and offers a $65,000–$75,000 base salary plus a performance-based quarterly bonus.

Responsibilities include underwriting and financial analysis; market research and capital markets support; due diligence and closing coordination; business development research; CRM and pipeline maintenance; and improving internal templates, tracking tools, and workflows. The role requires professional interactions with clients, lenders, and partners, and may include attending networking events. The firm offers direct exposure to an experienced originator, varied asset classes and deal structures, and a potential path to a senior analyst position as the firm grows.

Requirements

• High proficiency in Microsoft Excel, including complex formulas, financial modeling, and sensitivity analysis, with the ability to work through models quickly and accurately.
• Working knowledge of how investment metrics are produced in Excel, gained through coursework, internships, or work.
• Eagerness to use and experiment with AI tools as part of daily work.
• Exceptional organization and attention to detail, including careful document naming and filing.
• Initiative and the ability to think independently, try solutions, and bring ideas back to the team.
• Flexibility and a team-first attitude in a small firm.
• Strong written and verbal communication 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 commercial real estate topics: 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 structures, 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 and construction financing; 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, but the posting allows candidates without a degree to describe relevant preparation and experience.

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 shown to the employer.

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 materials reach a lender.
• Use AI tools, particularly Claude, to organize information, develop 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.
• Maintain current CRM records, contact lists, and pipeline reports.
• Research prospective clients and relevant transactions.
• Improve internal templates, tracking tools, and workflows, and communicate process improvements to the team.
• Take on additional projects as the firm grows and represent MOSO professionally with clients, lenders, and partners.
• Occasionally attend networking events to introduce MOSO.

Benefits

• Performance-based quarterly bonus of up to 20% of base salary, tied to individual performance and firm results.
• Monthly health insurance stipend.
• Flexible time off with advance notice.
• California paid sick leave.
• Direct access to an experienced originator and exposure to many asset classes and deal structures.
• Potential path to a senior analyst position and other opportunities as the firm grows.

What This Job Offers

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