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Team Architects

Executive recruiting with TA-12 candidate assessment

Analyst – Real Estate Capital Advisory & Operations

Investment BankingConfirmed live in the last 24 hours
Full-timeSan Diego, CA, USA$65k - $75k

About the Job

Requirements

  • High proficiency in Microsoft Excel, including complex formulas, financial modeling, and sensitivity analysis, and 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.
  • Eagerness to use AI tools in daily work.
  • Strong organization and attention to detail, including careful naming and filing of documents.
  • Initiative to work independently, try solutions, and bring results back to the team.
  • Flexibility and a team-first approach in a small firm.
  • Strong written and verbal communication and comfort conversing 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 net operating income, T-12 operating statements, rent rolls, pro formas, vacancy and credit loss, capital expenditures, tenant improvements and leasing commissions; debt metrics including loan-to-value, loan-to-cost, debt yield, debt service coverage ratio, and interest cost; capital stacks including senior and mezzanine debt, preferred equity, and joint-venture equity; returns analysis including internal rate of return, equity multiple, yield on cost, and net present value; sensitivity and scenario analysis involving rents, exit capitalization rates, interest rates, and costs; development budgets, construction financing, and pro forma modeling; acquisitions, refinancings, recapitalizations; and commercial lease terms and expirations.
  • A bachelor's degree in real estate, finance, accounting, economics, business, or a related field is preferred; candidates without a degree may describe relevant preparation. No real estate or finance license is required.
  • A background check is required, and a credit check may also be required where permitted by California law.

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, internal rate of return, and other investment and credit metrics.
  • Prepare sources and uses schedules, loan sizing analyses, and sensitivities on rents, exit capitalization rates, interest rates, and costs.
  • Review assumptions, identify missing information, and flag inconsistencies or concerns before they reach a lender.
  • Use AI tools, particularly Claude, to organize information, ask questions, and speed up underwriting, then carefully review the output.
  • 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 process improvements.
  • Take on additional projects as the firm grows and represent the firm professionally with clients, lenders, and partners.
  • Occasionally attend networking events and introduce the firm.

Desired Qualifications

  • 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 demonstrated.

About the Company

Team Architects

Executive recruiting with TA-12 candidate assessment

Team Architects provides a done-for-you recruiting and hiring service for growing, founder-led companies, with deep real estate sector expertise. It manages the entire process—from defining roles and building recruiting campaigns to sourcing, screening, interviewing, and presenting finalists. A core feature is the TA-12 Assessment, which scores eight behavioral and four cognitive traits against a role profile to reveal how well candidates fit the job. By acting as a dedicated recruitment partner, it helps clients build high-performing leadership teams such as COO and CFO while freeing owners to focus on growth.

Company size
1-10
Company stage
Not listed
Total funding
Not listed
Headquarters
Not listed
Founded
Not listed

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