Capital Markets Analyst

Capital Markets Analyst

Arcadia Management Group, Inc. AMO® seeks an experienced Capital Markets Analyst to support investment sales, acquisitions, and capital market transactions within the Multifamily sector throughout Wisconsin. Working with our brokers, you will analyze, underwrite, and communicate financial and market fundamentals that guide client decisions, providing hands‑on exposure to the transaction lifecycle—from underwriting and valuation to marketing, due diligence, and closing—in our collaborative, high‑performance environment.

This hybrid role offers a unique opportunity to gain deep analytical experience while actively participating in transaction execution, client development, and brokerage activities. The ideal candidate is highly motivated, financially savvy, and interested in building a long‑term career in multifamily investment sales. You’ll contribute to projects that impact client outcomes and market activity, with the possibility to grow your career as a broker.

• Build and maintain advanced financial models using Excel and Colliers tools.
• Participate in property tours, pitches, and client meetings.
• Develop and maintain relationships with institutional real‑estate investment firms and private client investors.
• Prepare offering memoranda, proposals, and marketing materials integrating research, valuation data, and narratives.
• Conduct market research, rent and sales comparables, demographic studies, and submarket trends.
• Analyze and underwrite apartment communities using cash flows, rent rolls, and operating statements.
• Support teams in preparing BOVs, RFPs, and presentations.
• Coordinate due diligence and closings with internal teams, clients, buyers, and lenders.
• Review leases, appraisals, loan documents, and other materials to assess valuation drivers.
• Maintain accuracy in CRM and research systems, including CoStar and Real Capital Analytics.
• Collaborate with brokers to ensure consistent, high‑quality marketing deliverables.

• Bachelor’s degree in real estate, finance, accounting, economics, or related field. MBA or Master of Real Estate a plus.
• 2–10 years of financial analysis or asset management experience, preferably in commercial real estate, investment sales, or capital markets.
• Advanced Excel skills, Argus Enterprise or RedIQ experience preferred.
• Strong analytical, quantitative, and problem‑solving skills.
• Excellent written and verbal communication skills, including presentations and investment summaries.
• Knowledge of valuation, debt and equity structures, and underwriting processes.
• Highly organized, self‑motivated, and detail‑oriented with ability to manage multiple priorities.
• Collaborative mindset and enthusiasm for fast‑paced, deal‑driven environments.
• Active or willing to obtain a Real Estate Salesperson License within three (3) months.

• Experience with CoStar, Real Capital Analytics, or similar platforms.
• Knowledge of CRM systems and marketing databases.
• Exposure to multifamily transactions, acquisitions, or investment underwriting.
• Active involvement in industry organizations such as NAIOP encouraged.
• Familiarity with Wisconsin and Midwest multifamily markets preferred.