The Capital Markets Analyst supports the execution and processing of multifamily commercial loan transactions across a broad range of capital sources, including Agency lenders (Fannie Mae and Freddie Mac), banks, life insurance companies, debt funds, and CMBS lenders. This role plays a key part in coordinating underwriting, due diligence, lender communications, and closing activities for acquisition, refinance, supplemental, and portfolio financing transactions.

The Analyst works closely with cross‑functional internal teams—including accounting, investor relations, asset management, property management, construction management, risk management, and systems support—to ensure transactions progress efficiently and accurately from origination through closing.

Key Responsibilities

• Support the underwriting and execution of multifamily loan transactions across multiple lender types
• Coordinate due diligence materials and lender requirements throughout the transaction lifecycle
• Assist with lender communications and closing deliverables
• Collaborate with internal stakeholders to gather and validate financial, operational, and property‑level information
• Track transaction milestones, timelines, and documentation in a deadline‑driven environment

Qualifications

• Bachelor’s degree in real estate, finance, business, accounting, or a related field required
• Strong analytical, research, and problem‑solving skills
• Ability to work with sensitive and confidential financial information in business or financial analysis environments
• Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint, Teams)
• Experience with, or willingness to learn, project management tools such as Asana
• Comfort using MS Copilot or other AI tools to support research, analysis, and process automation
• Prior experience in commercial real estate finance, capital markets, loan processing, asset management, or property operations is preferred but not required
• Ability to understand and analyze income statements, balance sheets, budgets, and rent rolls
• Self‑starter with the ability to anticipate transaction needs, prioritize tasks, and meet deadlines
• Strong communication, organizational, and interpersonal skills
• Demonstrated professionalism, discretion, and commitment to confidentiality
• Willingness to learn lender‑specific requirements, loan structures, and capital markets terminology

Compensation and Benefits

• $70,304-$75k DOE
• Company profit sharing
• Accrues 10 days Paid time off per year
• 10 Paid Holidays and 2 Paid Personal Days per year
• 40 Hours of Paid Sick Time
• 401K with employer match
• Medical, Dental, Vision, Employee Assistance Program
• Life Insurance
• Flexible Spending Account, Dependent Care Spending Account

As an Investor Relations Associate, you will independently oversee core investor relations functions for MG Properties, exercising discretion and judgment in handling investor communications, process design, and operational decision-making. This role is responsible for managing investor-facing workflows, determining appropriate responses and escalation paths, and proactively improving systems and processes that support fundraising and ongoing investor engagement.

The Investor Relations Associate operates with a high degree of autonomy, evaluates investor needs and transaction priorities, and makes recommendations that materially impact investor experience, operational efficiency, and fundraising execution. The ideal candidate is a strategic, process-oriented professional who thrives in a fast-paced environment and can balance investor service with continuous improvement initiatives.

This is a 5 days a week in-office position based in San Diego.

Essential Responsibilities:

• Serve as the primary point of contact for investors and prospects, exercising independent judgment to prioritize inquiries, determine responses, and escalate issues appropriately.
• Own and manage the investor experience across the full investment lifecycle, including indications of interest, subscription documentation, funding coordination, and post-investment support (deal inquiries, distributions, K-1s, and investor portal assistance).
• Coordinate and resolve investor requests, partnering with internal teams to ensure timely, accurate execution and follow-through.
• Manage and update investor-facing content and documentation (FAQs, templates, standard communications), ensuring materials reflect recurring questions, regulatory considerations, and process enhancements.
• Maintain and ensure accuracy of investor data within CRM and investor management systems, supporting fundraising, reporting, segmentation, and engagement initiatives.
• Support and execute fundraising workflows by preparing materials, tracking investor status, managing documentation flow, and helping keep capital raise timelines on schedule.
• Contribute to and drive process improvements by documenting workflows, identifying friction points, and assisting with system enhancements and automation initiatives.

Knowledge, Experience, Educational Requirements:

• 3+ years of experience in investor relations, client service, operations, financial services, private real estate, private equity, or a similar professional services environment.
• Demonstrated experience managing client-facing workflows, owning inbound communications, and coordinating issue resolution across multiple stakeholders.
• Ability to clearly and professionally communicate complex financial, legal, and operational concepts to audiences with varying levels of sophistication.
• Experience with CRM/investor management systems, DocuSign, and workflow tools; Yardi or similar real estate investment systems preferred.
• Strong Excel skills and proficiency with Microsoft Office (Outlook, Word); ability to maintain, segment, and analyze data with precision.
• Experience handling confidential financial and personal information in compliance-sensitive environments.
• Bachelor’s degree preferred; equivalent experience considered.

Additional Skills, Abilities, and Characteristics Required:

• Strong written and verbal communication and customer service instincts.
• Highly organized with strong attention to detail and follow-through.
• Able to manage multiple priorities and deadlines, especially during active fundraising periods.
• Process-oriented and eager to improve documentation, workflows, and systems.
• Sound judgment in knowing when to resolve issues independently vs. escalate.
• Professionalism and discretion with confidential investor and company information.
• Calm, solutions-oriented approach under pressure.

Compensation and Benefits

• $80,000-$90,000/year DOE
• Company profit sharing
• Accrues 10 days Paid time off per year
• 10 Paid Holidays and 2 Paid Personal Days per year
• 40 Hours of Paid Sick Time
• 401K with employer match
• Medical, Dental, Vision, Employee Assistance Program
• Life Insurance
• Flexible Spending Account, Dependent Care Spending Account