CrawlJobs Logo

Retail Analyst, Capital Markets

United States, Los Angeles 65000.00 - 75000.00 USD / Year · Job Posted February 20, 2026
Apply Position
Job Link Share

Job Description

This position is focused exclusively on the sale of commercial real estate transactions. Investment Sales Advisory Analysts have the opportunity to be involved in every stage of a transaction, including underwriting, market research, property tours, and preparation of offering memorandums, marketing and term sheet negotiation, closing and client meetings / events. Will work in a high-energy, team-focused environment.

Job Responsibility

  • Prepare investment sales advisory packages and submissions for commercial real estate transactions, including research, financial modeling and composition of executive summaries
  • Responsible for complex financial modeling of commercial real estate transactions and utilize market and JLL data / comps to correctly underwrite a transaction
  • Manage the due diligence process and be the driving force in working through the marketing and closing processes for each transaction, and be in constant communication with the Producer, the market and the Client
  • Use this information from the marketing process to assist clients in making decisions related to their business plan and capital structure
  • Must be technically proficient in use of databases and be able to effectively identify what data from this system to will be useful to determine trends and for preparation for pitches and meetings
  • Must understand and review real estate documents (leases, loan documents, appraisals, etc.) to determine if any issues exist and determine what could be a concern
  • Develop and recommend financing alternatives to present to the Producer
  • Begin to build client network within the industry through meetings, events and involvement in real estate trade organizations
  • Participate in weekly office meetings with Producers to discuss deal flow, deal status, market conditions and review new client leads
  • Other duties as assigned

Requirements

  • 1-3 years of experience in a financial analysis environment
  • mortgage or commercial real estate industry preferred
  • Self-motivated, team-oriented and strong time management skills to prioritize deadlines
  • Excellent organizational, interpersonal quantitative, writing, and communication skills
  • able to interface with top level executives
  • Strong writing skills with ability to communicate analytical and marketing data effectively
  • Strong research, analytical, and problem solving skills
  • Ability to analyze qualitative and quantitative information
  • Ability to be an independent worker with a team player attitude
  • Bachelor’s Degree in Real Estate, Finance, Accounting, or related discipline or an equivalent combination of education and experience
  • Intermediate working knowledge of Outlook, Excel, and Word
  • Argus experience a plus
  • Data base experience a plus
  • Candidates must be authorized to work in the United States without sponsorship

Nice to have

  • Argus experience
  • Data base experience

What we offer

  • 401(k) plan with matching company contributions
  • Comprehensive Medical, Dental & Vision Care
  • Paid parental leave at 100% of salary
  • Paid Time Off and Company Holidays
  • Early access to earned wages through Daily Pay

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Retail Analyst, Capital Markets

8 matching positions

Business Analyst III

As the Business SME, you will be the primary authority on data strategy for Mark...
Location
Location
Canada , Toronto
Salary
Salary:
45.00 - 51.00 USD / Hour
https://www.randstad.com Logo
Randstad
Expiration Date
July 01, 2026
Flip Icon
Requirements
Requirements
  • Education: Bachelor’s degree in Finance or Engineering
  • Deep background in Treasury and FTP concepts
  • Direct experience with Asset Liability Management (ALM)
  • Advanced proficiency in SQL and Excel
  • Experience with Agile methodology and project delivery
  • Familiarity with non-trading market risk, capital markets, and the valuation of retail mortgage, loan, and deposit products
  • Proven track record of managing multiple complex projects and cross-functional teams concurrently
Job Responsibility
Job Responsibility
  • Requirement Analysis: Perform comprehensive data analysis and provide detailed business requirements for Market Risk and FTP measurements
  • Stakeholder Leadership: Engage multiple stakeholders to maintain a cohesive project vision, ensuring all parties understand process implications and end-to-end deliverables
  • Testing & Validation: Lead business regression testing
  • review and explain result variances to ensure data integrity
  • Advisory: Support internal partners by providing expertise on banking product features, valuation systems, and project expectations
  • Executive Communication: Provide project updates and present complex financial concepts to all levels of the organization, including senior bank executives
  • Process Engineering: Map out and re-engineer workflows, identifying opportunities for scalable and efficient enhancements
What we offer
What we offer
  • Strategic Impact: Play a pivotal role in a high-priority data strategy project that affects the entire organization
  • Professional Development: Strengthen your leadership and stakeholder management skills while working at the intersection of Finance and Technology
  • Expert Environment: Collaborate with high-performing cross-functional teams in an Agile environment
  • Broad Exposure: Gain deep insights into diverse banking products, from retail mortgages and loans to complex deposit structures
  • Fulltime
Read More
Arrow Right

Financial Planning And Analysis Sr. Analyst, Assistant Vice President

Whether you're at the start of your career or looking to discover your next adve...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Exceptional communication skills, including well-developed verbal, written and presentation skills
  • Strong background in accounting, financial analysis or internal audit, with demonstrated understanding of substantive reviews and internal controls
  • Understanding of capital markets, retail banking and/or institutional banking is a must
  • Minimum 6 years of proven experience in driving results with a strong understanding of the financial services industry
  • Strong business instincts and ability to apply independent judgment to historical business practices, with a proven ability and willingness to challenge the status quo
  • A self-starter with ability to independently manage work and drive multiple deliverables concurrently
  • Must be a change agent, ensuring others understand current direction
  • An post-graduate degree is required, including BE / CA
  • An MBA and/or CFA is preferred
  • Previous experience(s) in Finance function is preferred
Job Responsibility
Job Responsibility
  • Manage the monthly Executive Scorecard reporting process within defined timelines inclusive of population reconciliations for publication, ensuring data validation and processing of change requests in alignment with the Executive Scorecard team guidelines
  • Actively participate in strategic discussions with internal teams and stakeholders regarding scorecard creation, metric attribution
  • Enhance the existing controls framework by identifying gaps, perform root cause analysis and driving technology and process solutions towards remediation
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
  • Delivering thought leadership and supporting the implementation of changes necessary to enhance Citi's Executive Scorecard production processes and satisfy evolving senior management and board of directors' requests
  • Developing a strong working relationship with stakeholders across the organization in support of their individual responsibilities and in support of creating a holistic framework in which the firm executes its strategic priorities
  • Team member of several professionals interacting with members across multiple locations on a daily basis
What we offer
What we offer
  • Access to telehealth options, health advocates, confidential counseling
  • Expanded Paid Parental Leave Policy
  • Access to an array of learning and development resources
  • Generous paid time off packages
  • Resources and tools to volunteer in the communities
  • Fulltime
Read More
Arrow Right

Retail Credit Risk Forecasting and Stress Testing Analyst

The incumbent will manage the Retail organization forecast planning function and...
Location
Location
India , Chennai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Basic knowledge of key financial indicators and capital ratios
  • Excellent oral and written communication skills
  • Programming: SAS, VB, SQL, MS Access, General Query Tools is a must
  • Good understanding of banking products, macroeconomics and financial markets
  • Strong interpersonal, analytical, organizational, project management, problem-solving, presentation and verbal and written communication skills
  • Ability to priorities effectively and meet tight deadlines when required
  • Ability to articulate complex ideas in a clear manner
  • Ability to efficiently communicate with business partners
  • Ability to work unsupervised
  • High problem solving orientation
Job Responsibility
Job Responsibility
  • CCAR (Comprehensive Capital Analysis and Review)/Dodd-Frank Stress Test – (A US regulatory mandated Stress test for ascertaining capital adequacy). Perform CCAR forecasting
  • develop, enhance and maintain all CCAR related documentation
  • attest quarterly CCAR submission. Ensure all Model Risk Management requests are completed within designated timelines
  • Forecasting of Loan Loss reserves (Expected Credit Losses) on a quarterly basis inline with regional guidance and applicable model usages
  • Regulator communications and requests on an adhoc basis to be completed within crunched deadlines
  • Detailed understanding of the requirements and stages of model development and approval
  • Knowledge of annual validation for all models
  • Extend existing models for use in processes like Capital Planning, Business Operating Plan, Quarterly Multi Scenario Forecast
  • Develop, manage, and maintain accurate portfolio forecasting including weekly, Flash, and Plan reporting
  • Manage monthly outlook and explain variances vs Plan
  • Fulltime
Read More
Arrow Right

Automation Testing Sr Analyst

The Testing Sr Analyst is a seasoned professional role. Applies in-depth discipl...
Location
Location
India , Chennai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 8 -12 years Testing Analyst experience
  • Familiarity with the Software Development Lifecycle (SDLC) and how Quality Assurance methodology fits into the SDLC
  • Knowledge of relevant operating systems, languages and database tools
  • Knowledge of defect tracking systems and processes
  • including change management
  • Knowledge of automated regression testing tools
  • Experience of testing banking platforms or similar software
  • Ability to work under pressure during tight dead lines
  • Requires methodical approach to testing and problem solving
  • Requires theoretical and analytical skills, with demonstrated ability in planning and operations
Job Responsibility
Job Responsibility
  • Supports initiatives related to User Acceptance Testing (UAT) process and product rollout into production
  • Has good retail banking domain expertise in at least one of below areas: Investment - Capital Markets, Mutual Funds, Brokerage, Equity, Insurance and Treasury, Digital - Mobile (IOS and Android), Web (Angular), Banking & Lending – Retail, Term Deposit, Payments, Customer demographics and relationships, Mortgage, Cards – Equal payment plan, Payment features, Rewards, Wallets, Authorization & Fraud, Collections, Onboarding – Customer/Product onboarding
  • Ability to demonstrate E2E testing solutions (UI, Middleware, Backend and API)
  • Ensure that software quality issues and defects are appropriately identified, documented, tracked, and resolved in the repository
  • Collaborate with the software development team and users to ensure software requirements are met
  • Collaborate with Dev-ops/ App teams to Shift left by adopting Test-ops and other emerging testing principles
  • Tests and analyzes a broad range of systems and applications to ensure they meet or exceed specified standards and end-user requirements.
  • Works complex testing assignments.
  • Executes test scripts according to application requirements documentation.
  • Identifies defects and recommends appropriate course of action
  • Fulltime
Read More
Arrow Right

Senior Business Analyst, Marketing, Analytics & Product Strategy

Marketing, Analytics & Product Strategy (MAPS) delivers intelligent marketing an...
Location
Location
United States , McLean; Richmond
Salary
Salary:
111200.00 - 126900.00 USD / Year
capitalone.com Logo
Capital One
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • At least 2 years of professional experience performing analysis
  • Currently has, or is in the process of obtaining one of the following with an expectation that the required degree will be obtained on or before the scheduled start date: A Bachelor's Degree in a quantitative field (Business, Finance, Accounting, Statistics, Economics, Operations Research, Analytics, Mathematics, Computer Science, Computer engineering, Software engineering, Mechanical engineering, Information Systems or a related quantitative field)
  • A Master's Degree in a quantitative field (Business, Finance, Accounting, Statistics, Economics, Operations Research, Analytics, Mathematics, Computer Science, Computer Engineering, Software Engineering, Mechanical engineering, Information Systems or a related quantitative field) or an MBA with a quantitative concentration
Job Responsibility
Job Responsibility
  • Analysis: Identify business challenges and opportunities for improvement and solve for them using analysis to make strategic or tactical recommendations
  • Product: Perform modeling/analytics to assist new product and pricing strategies for various lending products
  • Marketing: Support direct-to-consumer marketing efforts for select products, and strategic intent for products distributed through the retail channel. Help build targeted insights to inform the design and development of new customer experiences, as well as breakthrough technology and concepts designed to deliver on new go to market strategies
  • Credit Risk: Support step-change improvements in credit performance by connecting drivers of future consumer credit trends to historical behavior, creating risk models, and testing hypotheses using rigorous monitoring and analysis
  • Execution: Involve problem frame-works, develop hypotheses, test and analysis, solution development, scope operational feasibility, lead implementation efforts and develop a monitoring plan
  • Partnership: Work closely with colleagues across Capital One including: IT, Sales, Operations, Finance and others to drive improvement in quality, volume, service, and profitability
What we offer
What we offer
  • comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being
  • performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
  • Fulltime
Read More
Arrow Right
New

Sr. Business Analyst - Advertiser Operations, Capital One Shopping (Remote-Eligible)

This is your opportunity to join Capital One’s fast-growing consumer app: Capita...
Location
Location
United States , McLean, Virginia
Salary
Salary:
101100.00 - 138400.00 USD / Year
capitalone.com Logo
Capital One
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • At least 2 years of professional experience performing analysis
  • Currently has, or is in the process of obtaining one of the following with an expectation that the required degree will be obtained on or before the scheduled start date: A Bachelor's Degree in a quantitative field (Business, Finance, Accounting, Statistics, Economics, Operations Research, Analytics, Mathematics, Computer Science, Computer engineering, Software engineering, Mechanical engineering, Information Systems or a related quantitative field)
  • A Master's Degree in a quantitative field (Business, Finance, Accounting, Statistics, Economics, Operations Research, Analytics, Mathematics, Computer Science, Computer Engineering, Software Engineering, Mechanical engineering, Information Systems or a related quantitative field) or an MBA with a quantitative concentration
Job Responsibility
Job Responsibility
  • Analysis: Identify business challenges and opportunities for improvement and solve for them using analysis to make strategic or tactical recommendations
  • Product: Perform modeling/analytics to assist new product and pricing strategies for various lending products
  • Marketing: Support direct-to-consumer marketing efforts for select products, and strategic intent for products distributed through the retail channel. Help build targeted insights to inform the design and development of new customer experiences, as well as breakthrough technology and concepts designed to deliver on new go to market strategies
  • Credit Risk: Support step-change improvements in credit performance by connecting drivers of future consumer credit trends to historical behavior, creating risk models, and testing hypotheses using rigorous monitoring and analysis
  • Execution: Involve problem frame-works, develop hypotheses, test and analysis, solution development, scope operational feasibility, lead implementation efforts and develop a monitoring plan
  • Partnership: Work closely with colleagues across Capital One including: IT, Sales, Operations, Finance and others to drive improvement in quality, volume, service, and profitability
  • Strategic & analytic orientation: A proven track record of decision making and problem solving based on analytics. Conceptual thinking skills must be complemented by a strong quantitative orientation, given that a large part of the business is based on rigorous analytic marketing & credit risk management
  • Strong business judgment, leadership and integrity: He/she should be a tenacious decision maker, able to bring a healthy, aggressive, yet responsible approach to business
  • Strong communication skills: Impeccable written and oral communication credentials, coupled with strategic influencing skills and the ability to drive agreement through intellect, interpersonal and negotiation skills
  • Clear results orientation: display an intense focus on achieving both short and long term goals. He/she should be able to drive and execute an agenda in an uncertain and fluid environment
What we offer
What we offer
  • Performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
  • comprehensive, competitive, and inclusive set of health, financial and other benefits
  • Fulltime
Read More
Arrow Right

Business Information Management Analyst V

On behalf of our premier banking client, we are seeking a high-caliber Business ...
Location
Location
Canada , Toronto
Salary
Salary:
83.00 - 88.00 USD / Hour
https://www.randstad.com Logo
Randstad
Expiration Date
July 05, 2026
Flip Icon
Requirements
Requirements
  • Education: Bachelor's degree is required
  • an MBA or related advanced degree is strongly preferred
  • Experience: Proven track record in Banking/Financial Services or Capital Markets consulting, specifically leading change initiatives using both Waterfall and Agile methodologies
  • Technical Skills: Proficiency in SQL Server is required
  • Advanced mastery of the MS Office Suite (including Visio) and PDLC/SDLC standards
  • Experience with data operationalization and business process engineering
  • Soft Skills: Exceptional communication skills with the ability to present complex recommendations to Executives
  • You must be a detail-oriented, strategic thinker capable of working under tight deadlines with minimal supervision.
Job Responsibility
Job Responsibility
  • Requirement Leadership: Lead the end-to-end requirements gathering process
  • document business needs, define scope, and align objectives with overall business strategies
  • Data Analysis & Strategy: Analyze heavy data sets across multiple domains to determine patterns, assess data integrity, and support integration activities
  • Risk Domain Expertise: Interpret regulatory reporting requirements and translate them into actionable data requirements for both retail and non-retail credit risk
  • Process Reengineering: Identify opportunities for standardization and scalability within Risk Management and partner with stakeholders to execute process optimizations
  • Stakeholder Management: Act as the primary liaison between Risk Management, Lines of Business, and Technology teams to ensure seamless project delivery
  • Change Management: Develop and execute communication plans to manage the human and operational side of technological shifts
  • Technical Delivery: Support the 'Risk Data Factory' initiative, assisting in centralizing and curating data on the Azure cloud for analytics consumption.
  • Fulltime
Read More
Arrow Right

Investor Relations Associate

We are seeking a highly analytical and experienced Investor Relations (IR) Assoc...
Location
Location
United States , San Francisco; New York
Salary
Salary:
140000.00 - 170000.00 USD / Year
crusoe.ai Logo
Crusoe
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3 - 5 years of experience in Investor Relations, Investment Banking, or Equity Research
  • Ideal experience in supporting a company through a significant liquidity event, such as an Initial Public Offering (IPO) or a major public capital raise
  • Prior experience working for a large, complex, publicly traded company known for its rigorous financial standards and advanced technology products (e.g., in the semiconductor, cloud, or advanced technology sectors)
  • Strong understanding of financial modeling, valuation techniques, and Generally Accepted Accounting Principles (GAAP)
  • High proficiency in Microsoft Office Suite (Excel and PowerPoint) and experience utilizing IR-specific platforms (e.g., Bloomberg, Refinitiv, CRM software)
  • Outstanding written and verbal communication skills, with a proven ability to synthesize complex data into clear, concise narratives for a financial audience
  • Detail-oriented, highly organized, and capable of managing multiple projects under tight deadlines and with a high degree of confidentiality
  • Strong interpersonal skills and the ability to build and maintain trust with internal executives and external investors
  • Bachelor’s degree in Finance, Economics, Accounting, or a related field
Job Responsibility
Job Responsibility
  • Public Company Experience: Communications with equity and debt providers, organizing investor reporting and outreach
  • Assist in managing the ongoing requirements and documentation specific to a newly public company environment
  • Manage relationships across sell-side equity research analysts and coverage universe
  • Non-Deal Roadshows (NDRs): Coordinate and manage logistics for investor roadshows and conferences, including scheduling, preparation of materials, and post-event follow-up
  • Due Diligence: Manage data requests and materials for investor and analyst due diligence sessions
  • Financial Reporting & Communications: Earnings Cycle Management: Play a lead role in the quarterly earnings process, including drafting press releases, preparing management's scripts, developing Q&A documents, and creating presentation materials
  • Analyst & Investor Interaction: Serve as a point of contact for routine inquiries from financial analysts, institutional investors, and retail shareholders
  • Synthesize these interactions for senior management
  • Messaging Development: Work closely with the Finance, Legal, and Corporate Communications teams to ensure consistent, accurate, and compelling internal and external messaging regarding company strategy, financial performance, and market developments
  • Market Intelligence & Strategy: Competitive Analysis: Monitor, analyze, and summarize sell-side research, consensus estimates, and competitor financial performance
What we offer
What we offer
  • Industry competitive pay
  • Restricted Stock Units in a fast growing, well-funded technology company
  • Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents
  • Employer contributions to HSA accounts
  • Paid Parental Leave
  • Paid life insurance, short-term and long-term disability
  • Teladoc
  • 401(k) with a 100% match up to 4% of salary
  • Generous paid time off and holiday schedule
  • Cell phone reimbursement
  • Fulltime
Read More
Arrow Right