Financial Analyst - Capital Markets
About The Position
As a Financial Analyst – Capital Markets at Zekelman Industries, you will support financing pursuits for Z Modular real estate developments by assisting with financial analysis, lender materials, and cross-functional coordination. This role plays a key part in ensuring financing and equity raise processes move efficiently from initial underwriting through closing and post-closing activities. You will collaborate closely with internal development teams, lenders, consultants, property managers, and appraisers to compile accurate financial and due-diligence materials. This is a full-time, hybrid role (3 days in office) located at our Chicago HQ. This role is ideal for someone early in their finance career who is detail-oriented, organized, and interested in real estate development and project finance.
Requirements
- Bachelor’s degree in Finance or a related field.
- Less than one year of experience in real estate, finance, banking, or a related field.
- Strong proficiency in Microsoft Office (specifically, Excel) and the ability to quickly learn Yardi or other company systems.
- Basic modeling skills.
- Strong written and verbal communication skills with the ability to work across multiple stakeholders.
- Strong attention to detail and organizational skills with the ability to manage multiple priorities accurately.
Responsibilities
- Collates information packages and assists with preparing submissions for construction financing, including gathering rent surveys, development budgets, zoning and entitlement status, appraisals, and site materials.
- Coordinates information flow between internal Z Modular teams and third parties such as lenders, consultants, property managers, and appraisers.
- Performs research on real estate market developments, rent trends, etc.
- Performs basic modeling.
- Reviews and analyzes rent rolls, operating statements, and other financial metrics; prepares variance analysis against budget projections and industry standards.
- Assists with loan closings under the guidance of senior team members to ensure timely and accurate execution.
- Assembles monthly loan draw packages; and responds to lender inquiries to facilitate funding.
- Performs various testing and analyses on measurement dates per loan requirements – e.g., debt yield & DSCR.
- Prepares documentation to support post-closing debt compliance and reporting requirements to ensure compliance.
- Performs research and additional duties as assigned to support financing and development activities.
- Leads and promotes healthy and safe work practices in accordance with regulatory requirements and Company policy.
Benefits
- Zekelman Industries offers competitive compensation and excellent benefits, including low-cost, high-quality medical and dental benefits.
- In addition, we offer a robust tuition assistance program, a bonus plan, a 401(k) plan with a generous company match, loyalty awards, and more
- Competitive Compensation
- Bonus Plan & Profit-Sharing Opportunities
- 401(k) with Company Match
- Comprehensive Health, Dental & Vision Insurance
- Tuition Assistance Program
- Paid Vacation & Holidays
- Employee Loyalty Awards
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
1,001-5,000 employees
