Capital Markets Associate

Merit Cre; San Antonio (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

Merit Cre, based in San Antonio, Texas, is seeking an Associate to support real estate acquisitions and capital markets initiatives. The role involves financial modeling, preparing investment materials, and conducting market research.

Ideal candidates will have 4 to 6 years of relevant experience, with strong analytical and communication skills. You will take ownership of financial models and collaborate closely with junior team members, contributing to the company's investment strategy.

Qualifications

• 4 to 6 years of direct experience in real estate acquisitions, development, or investments.
• Strong oral and written communication skills.
• Proven ability to manage multiple priorities and deadlines effectively.

Responsibilities

• Support real estate acquisitions, development, and capital markets initiatives.
• Prepare high-quality investment committee and investor presentations.
• Maintain a strong understanding of real estate market dynamics.

Skills

Financial modeling

Analytical skills

Communication skills

Problem-solving

Job description

Current job opportunities are posted here as they become available.

The Associate will support real estate acquisitions, development, and capital markets initiatives by leading core analytical workstreams, contributing to investment strategy, and preparing high-quality investment materials.

Key responsibilities:

Financial modeling and underwriting

Take ownership of financial modeling for real estate acquisitions and development projects

Create and manage underwriting models and support analysts in developing independent proformas

Lead defined components and analytical contributions to Merit’s investment strategy under the direction of the CIO

Investment and capital markets materials:

Prepare high-quality investment committee and investor presentations with minimal supervision

Provide guidance to analysts in assembling investment-related books, binders, and supporting materials

Compile and manage investment-related documentation, including underwriting, capitalization, and diligence files

Independently contribute to quantitative and qualitative due diligence for prospective investments

Support the CIO and Capital Markets team in leading diligence processes, including organizing and managing diligence data rooms and documentation

Market research:

Maintain a strong understanding of real estate market dynamics

Apply market insights to evaluate investment opportunities

Sourcing and business development:

Contribute to sourcing business development meetings

Maintain or oversee documentation related to lender and investor outreach

Manage and update the investment pipeline database

Provide regular pipeline updates to senior leadership

Administrative support:

Take meeting notes and assist with ad hoc projects as needed

Experience requirements:

4 to 6 years of direct experience in real estate acquisitions, development, or investments

Proven experience conducting quantitative (NOI, cash flow, ROI, IRR, equity multiple) and qualitative due diligence

Direct experience with real estate investment waterfall structures across multiple property types

Skills and professional requirements:

Strong oral and written communication skills with ability to provide guidance to junior team members

Ability to manage multiple priorities and deadlines effectively

High level of discretion and confidentiality with sensitive projects

Collaborative mindset with ability to work independently and within a team environment

Highly organized, proactive, and detail-oriented

Advanced analytical, problem-solving, and strategic-thinking capabilities