Analyst, Real Estate Capital Advisory & Operations
Location: San Diego, CA (in-office)
Employment Type: Full-Time, W-2
Compensation: $65,000 to $75,000 base salary, plus a performance-based quarterly bonus.
About the Opportunity
MOSO Capital Advisory is a San Diego based advisory firm that helps developers, owners, and investment sponsors raise capital for middle-market commercial real estate across the country. Our work spans senior debt, mezzanine financing, preferred equity, joint venture equity, development financing, acquisitions, refinancings, and recapitalizations. We work across asset types, including ground-up development, for-sale and rental housing, self-storage, and land development, so you will see a wide range of deals very early in your career.
We are looking for an Analyst to work directly with our founder and originator on each assignment, from the first look at a deal through closing. You will build the models, organize the information, prepare the materials lenders and investors see, and keep each deal moving, so our originators can spend more time out meeting people and winning business.
This is a hands-on seat in a small, entrepreneurial firm. About 70 to 80 percent of your time will go to financial analysis and transaction support. The other 20 to 30 percent will go to CRM and pipeline upkeep, business development research, and helping us improve how we work. We are building our systems now, and we want the person in this seat to help shape them.
We also want to be upfront about what this role is not. It is not a quiet, spreadsheet-only seat, and it is not a role with a rigid job description. There are two of us in the office, so you will talk with people, pitch in where the business needs it, and occasionally attend a networking event to introduce MOSO. If you want a narrowly defined scope, this may not be the right fit. If you want to learn how deals actually get financed, and you enjoy being trusted with real responsibility, keep reading.
What You Will Do
Underwriting and Financial Analysis
Build, maintain, and review commercial real estate financial models and pro formas in Excel
Analyze operating statements, rent rolls, development budgets, and cash flow projections
Calculate and evaluate loan-to-value, loan-to-cost, debt service coverage, debt yield, IRR, and other investment and credit metrics
Prepare sources and uses schedules, loan sizing analyses, and sensitivities on rents, exit cap rates, interest rates, and costs
Review assumptions, identify missing information, and flag inconsistencies or concerns before they reach a lender
Use AI tools, Claude in particular, to organize information, ask the right questions, and speed up underwriting, then review the output carefully
Market Research and Capital Markets Support
Research rents, sales comparables, supply, vacancy, and transaction activity using CoStar, Crexi, and other sources Research lenders, investors, and sponsors and help identify the right capital partners for each deal
Prepare financing memoranda, lender presentations, and property summaries
Track lender responses and prepare side-by-side comparisons of proceeds, pricing, structure, and key terms
Assist with due diligence, information requests, and closing coordination
Keep every deal file organized, consistently named, and easy for anyone on the team to follow
Business Development and Operations
Keep the CRM, contact lists, and pipeline reports current
Research prospective clients and relevant transactions
Improve internal templates, tracking tools, and workflows, and tell us when you have found a better way
Take on additional projects as the firm grows, and represent MOSO professionally with clients, lenders, and partners
Requirements
What We Are Looking For
Required
High proficiency in Microsoft Excel, including complex formulas, financial modeling, and sensitivity analysis, with the ability to work through a model quickly and accurately
Working knowledge of how investment metrics are…