Acquisitions & Capital Markets Analyst
Jobot · Raleigh, NC · 1 mo ago
On-siteFinance$75k–$80k/yrFull-time
We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. Must not include Job ID etc. Must preserve all substantive info, not invent or summarize away detail. Remove boilerplate, navigation, EEO, etc. Must not create sections with filler like "commensurate with experience". Must only include sections where posting has real specific content.
Let's parse the posting.
Key info:
- Salary: $75,000 - $80,000 per year (plus bonus mentioned later). So Pay section: salary range.
- Benefits: "401(k) + matching Medical, dental, vision, and life insurance Short-term disability Paid time off". Also maybe "Rapidly growing multifamily real estate investment platform" etc is more about role/benefits? Benefits list: 401(k) matching, medical/dental/vision/life insurance, short-term disability, paid time off. Also maybe "Why join us?" includes bullet points: $75,000–$80,000 base salary + bonus, Rapidly growing multifamily real estate investment platform, 7,000+ unit portfolio, Significant acquisition pipeline and transaction volume, Direct exposure to acquisitions, dispositions, and refinances, Work closely with the Director of Acquisitions & Capital Markets and Managing Partners, Hands-on exposure to LIHTC and market-rate multifamily transactions, Significant opportunity for professional growth and advancement. Those could be considered Benefits or About the role? Usually "Why join us?" is benefits/perks. We'll treat as Benefits.
- Schedule: Not mentioned. No schedule info (full-time? Not explicit). So we should NOT create Schedule section.
- About the role: Could be a paragraph summarizing role: "Join a rapidly growing multifamily investment platform and work directly on acquisitions, refinances, and dispositions across a 7,000+ unit portfolio!" Also "As an Acquisitions & Capital Markets Analyst, you'll support acquisition, disposition, and refinance execution across our multifamily portfolio. This is a highly transactional role combining deal execution, due diligence, underwriting, financial analysis, and transaction management." That's about role.
- Responsibilities: The bullet list under "Transaction Management & Due Diligence", "Underwriting & Financial Analysis", "LIHTC & Affordable Housing Analysis", "Capital Markets & Closing Support". Those are duties.
- Requirements: "What We're Looking For" bullet list: Bachelor's degree in Finance, Real Estate, Accounting, Economics, or a related field; 2–4 years of experience in affordable housing, multifamily real estate, acquisitions, capital markets, or a comparable transaction environment; Working knowledge of LIHTC program fundamentals; Understanding of LURAs, rent and income limits, AMI restrictions, and affordable housing compliance documentation; Advanced Excel skills; Experience with financial analysis and underwriting; Ability to manage multiple active transactions and competing deadlines; Strong attention to detail and document-management skills; Strong written and verbal communication skills; Comfortable communicating directly with brokers, lenders, attorneys, sellers, and other external parties; Strong judgment regarding data accuracy and completeness; Practical experience using AI tools, particularly Claude, for research, document review, and analysis.
- Qualifications: Might overlap with Requirements. Could separate "Nice to Have" as Qualifications? Usually Qualifications are required; Nice to Have are preferred. We'll treat "Nice to Have" as Qualifications (or maybe Skills?). But we already have Skills section maybe for technical skills like Excel, AI tools. However we can put required skills under Skills. Let's decide:
We have sections: About the role (paragraph), Responsibilities (ul), Requirements (ul), Qualifications (ul for nice-to-have), Skills (ul for specific skills like Excel, AI tools, financial analysis, underwriting, communication), Benefits (ul), Pay (p or ul?), Schedule (omit).
We must not create sections with filler. Ensure each section has real content.
Let's extract details precisely.
About the role: Could combine first paragraph and role description.
Paragraph: "Join a rapidly growing multifamily investment platform and work directly on acquisitions, refinances, and dispositions across a 7,000+ unit portfolio! As an Acquisitions & Capital Markets Analyst, you'll support acquisition, disposition, and refinance execution across our multifamily portfolio. This is a highly transactional role combining deal execution, due diligence, underwriting, financial analysis, and transaction management."
That's substantive.
Responsibilities: Need to list each duty from the sections.
From Transaction Management & Due Diligence:
- Build and maintain due diligence data rooms for acquisitions, dispositions, and refinances
- Own document control and folder architecture across active transactions
- Manage document request logs and identify missing or incomplete information
- Coordinate with sellers, brokers, lenders, property managers, and outside counsel
- Maintain closing checklists and monitor critical deadlines under purchase agreements and financing timelines
- Track third-party reports, including property condition assessments, environmental reports, surveys, appraisals, and title
- Coordinate property and site inspections with brokers, sellers, and onsite teams
- Help keep multiple simultaneous transactions moving toward closing
Underwriting & Financial Analysis:
- Prepare initial acquisition underwriting models using established firm templates
- Normalize rent rolls, trailing financial statements, and unit mix data
- Assist with financial and operational analysis of prospective investments
- Compile capital-needs information to support capital expenditure planning
- Support senior team members throughout underwriting and investment evaluation
LIHTC & Affordable Housing Analysis:
- Prepare detailed maximum rent analyses
- Analyze LIHTC rent and income limits by county and AMI set-aside
- Evaluate utility allowance methodologies
- Review Land Use Restriction Agreements (LURAs)
- Analyze HOME limits for dual-restricted properties
- Review HAP contract rents and applicable OCAF adjustments
- Assist with analysis of affordable housing regulatory and compliance documentation
Capital Markets & Closing Support:
- Support refinance and financing execution across the portfolio
- Assist with lender and equity submissions
- Support preparation of transaction and offering materials
- Coordinate transaction timelines across accounting, property management, compliance, and other internal teams
- Help facilitate smooth property transitions following acquisition
We'll put all these as under a
- under
- . Qualifications: Nice to Have list. - Experience with HOME, HUD, USDA Rural Development, or Project-Based Section 8 - Exposure to Fannie Mae or Freddie Mac agency debt - Exposure to tax-exempt bond financing - Experience with CoStar, RealPage, or Entrata - Previous data room administration or transaction-management experience We'll put as
- . Skills: Could be overlapping with Requirements but we can separate technical skills: Advanced Excel skills, Experience with financial analysis and underwriting, Practical experience using AI tools (Claude), Strong written and verbal communication skills, Ability to manage multiple active transactions and competing deadlines, Strong attention to detail and document-management skills, Strong judgment regarding data accuracy and completeness. However these are already in Requirements. To avoid duplication, maybe we don't need Skills section if it's redundant. But the instruction: "Prefer a few substantive sections over many thin ones." We could combine Requirements and Skills into one? But they ask to use headings for sections like Skills. We could still include Skills but ensure not duplicate content? The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. Duplication is not prohibited but might be redundant. However we could keep Skills as a subset of Requirements but that would duplicate. Better to not include Skills if it would duplicate. But we could treat Requirements as qualifications and Skills as specific abilities (like Excel, AI tools, financial analysis, underwriting, communication). However the Requirements list already includes those. To avoid duplication, we could merge Requirements and Skills into one section called "Requirements & Skills". But the instruction says use headings for those specific headings; but we could still have a section "Requirements" and omit Skills if it's redundant. The instruction: "Prefer a few substantive sections over many thin ones." So better to omit Skills if it's thin/duplicate. We'll omit Skills. Benefits: From "Why join us?" and benefits list. We need to capture: - $75,000–$80,000 base salary + bonus (but salary goes to Pay section) - Rapidly growing multifamily real estate investment platform - 7,000+ unit portfolio - Significant acquisition pipeline and transaction volume - Direct exposure to acquisitions, dispositions, and refinances - Work closely with the Director of Acquisitions & Capital Markets and Managing Partners - Hands-on exposure to LIHTC and market-rate multifamily transactions - Significant opportunity for professional growth and advancement - 401(k) + matching - Medical, dental, vision, and life insurance - Short-term disability - Paid time off We'll put these as
- under Benefits.
Pay: Salary range: "$75,000 - $80,000 per year". Also mention bonus. We'll put as
maybe. Schedule: Not present, omit. Now ensure we don't include boilerplate like "Jobot is an Equal Opportunity Employer..." etc. Remove. Also remove lines like "Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!" etc. Also remove "Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button." etc. Also remove "Job Details As an Acquisitions & Capital Markets Analyst, you'll support..." we already used. Now produce HTML fragment:
About the role
Join a rapidly growing multifamily investment platform and work directly on acquisitions, refinances, and dispositions across a 7,000+ unit portfolio! As an Acquisitions & Capital Markets Analyst, you'll support acquisition, disposition, and refinance execution across our multifamily portfolio. This is a highly transactional role combining deal execution, due diligence, underwriting, financial analysis, and transaction management.
Responsibilities
- Build and maintain due diligence data rooms for acquisitions, dispositions, and refinances
- Own document control and folder architecture across active transactions
- Manage document request logs and identify missing or incomplete information
- Coordinate with sellers, brokers, lenders, property managers, and outside counsel
- Maintain closing checklists and monitor critical deadlines under purchase agreements and financing timelines
- Track third-party reports, including property condition assessments, environmental reports, surveys, appraisals, and title
- Coordinate property and site inspections with brokers, sellers, and onsite teams
- Help keep multiple simultaneous transactions moving toward closing
- Prepare initial acquisition underwriting models using established firm templates
- Normalize rent rolls, trailing financial statements, and unit mix data
- Assist with financial and operational analysis of