Capital Markets Analyst

Job Description

Capital Markets Analyst | Lotus Company

The Tone:
This is a full-time, in-office role at Lotus Company, located in Salt Lake City, UT. Lotus Company is a full-service builder, developer, owner, and operator, dedicated to creating sanctuaries of hope where life can flourish, with over $1 billion in projects in motion. This entry-level Capital Markets Analyst role is crucial in supporting the financing and capital raising activities for the company’s developments, directly contributing to the mission of restoring dignity and renewing hope through housing. Every team member, including the Analyst, plays a vital role in advancing this mission.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Salt Lake City, UT

• Team: Reports to the Capital Markets Associate.
• Mission: Supports the financing and capital raising activities for the company’s developments.
• Tech Stack: Microsoft Excel, Word, PowerPoint, Procore (for development budgets), CRM systems (for investors).

What You’ll Actually Do
• Financial Modeling: Build and refine financial models for development projects to analyze various capital structures and run sensitivity analyses on financing assumptions.
• Market Research: Research current debt and equity market conditions relevant to affordable housing, tracking trends and summarizing findings for financing strategies.
• Material Preparation: Help prepare marketing and underwriting materials for investors and lenders, including investment teasers, pitch books, and detailed investment summaries.
• Due Diligence: Assist in coordinating the due diligence process for capital transactions, gathering required documents and tracking items for lenders and investors.
• Transaction Support: Support the Capital Markets Associate and Manager in executing transactions, drafting documents, routing for review, and communicating with legal counsel on closings.

The Must-Haves
• Background: Bachelor’s degree in finance, real estate, economics, accounting, or a related field.
• Experience: 1–3 years of experience in finance or real estate, including internships or analyst roles in investment banking, real estate development, or commercial banking.
• Skills: Strong quantitative and analytical skills, proficiency in Excel for complex financial modeling (cash flows, loan amortization, equity yield, IRR/NPV), solid written communication for preparing memos and presentations, and high organizational ability to manage multiple deals and deadlines.
• Bonus: Academic coursework or internships focusing on real estate finance or investment analysis, direct experience with affordable housing finance, familiarity with affordable housing programs (LIHTC, tax-exempt bonds), or relevant certifications like CFA Level I.