Analyst, Debt & Equity Placement
About the role
Transwestern is a vertically integrated commercial real estate firm dedicated to serving investors, partners and clients through expertise in investment, development, brokerage and property management. Our experience spans diverse property types, including logistics, multifamily, retail, mixed-use, healthcare, office, data centers, hotel, and life sciences. Across 35 offices nationwide, our team is united by a culture that cultivates agility, mutual trust and high performance. Transwestern Services turns strategy into reality with consistency and accountability, collaborating to provide dynamic, tailored solutions. Whether representing a tenant, advising an investor or repositioning an asset, we operate with tenacity and own the outcome every time. Our 2,200-strong team works across service lines, ready to activate our full platform to deliver a customized, cohesive experience for clients. 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.
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.
Requirements
Bachelor's degree required. 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.
Qualifications
- Strong analytical and quantitative skills with demonstrated attention to detail.
- Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.
- Experience with ARGUS and commercial real estate financial modeling preferred.
- 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.