What are the responsibilities and job description for the Financial & Capital Markets Analyst position at AMBROSE SERVICES LLC?
Description
ABOUT AMBROSE
We are a vertically-integrated investment manager specializing in the acquisition, development and operation of Class A industrial, logistics and e-commerce real estate. Ambrose brings institutional experience and a people-first approach to achieve meaningful outcomes for our clients, our partners and each other. We are actively looking for other forward-thinking problem-solvers to join our team.
OUR VALUES
· Determination – We are driven and resourceful, motivated to exceed ambitious goals.
· Excellence – We relentlessly pursue the highest quality experiences and outcomes.
· Creativity – We are A problem solvers, finding possibilities and opportunity when others cannot.
· Kindness – Honesty, fairness and respect are at the heart of who we are. We value diversity, build authentic relationships and genuinely care.
ABOUT THE ROLE
The Financial & Capital Markets Analyst will support Ambrose’s acquisitions, development, fund management, and capital markets functions. The role combines financial modeling, underwriting, portfolio analytics, debt and equity execution support, and investor reporting. The Analyst will work across departments to provide data-driven insights that support investment decisions and capital formation.
WHAT YOU WILL DO
Financial Modeling & Underwriting
· Create, update, and maintain detailed financial models for development and acquisition opportunities.
· Perform sensitivity analyses and scenario planning to support investment decisions.
· Underwrite land acquisitions, speculative developments, build-to-suit projects, and acquisitions.
· Support disposition underwriting and project capitalization strategies.
· Build dashboards and reporting tools to support portfolio analysis.
Capital Markets & Fund Analytics
· Build debt packages summarizing financing opportunities and lender comparisons.
· Track debt and equity transactions across funds and joint ventures.
· Support capital raising initiatives, fund forecasting, and capital planning efforts.
· Aggregate and analyze property-, portfolio-, and fund-level performance.
· Maintain fund models, forecasting tools, and performance reporting.
Investment Committee & Reporting
· Prepare Investment Committee memorandums, deal summaries, and investment presentations.
· Support quarterly and annual investor reporting packages.
· Maintain underwriting templates and reporting standards.
· Assist with DDQs, investor requests, and data room management.
· Manage CRM systems and support investor onboarding activities.
Requirements
WHAT YOU BRING
· Bachelor’s degree in Finance, Real Estate, Economics, Accounting, or related field.
· 2–5 years of experience in real estate investment, development, acquisitions, banking, or private equity.
· Strong Excel financial modeling skills and understanding of commercial real estate.
· Familiarity with Argus, Juniper Square, DealPath, Maybern, and similar real estate technology platforms is preferred.
· Strong written and verbal communication skills.
· Highly analytical, detail-oriented, and able to manage multiple priorities.