Capital Markets Analyst

Job Description

Our Story :

From South Africa to Southern California, the ColRich story is a decades-long journey of growth, continuous reinvention and a culture of caring. Through generations of family ownership, the ColRich brand has evolved, but the company’s foundation remains the same today as in the beginning; build lasting communities through a culture centered around innovation, humility and a commitment to helping others – ColRich Thrive .

Our Bio :

ColRich is a real estate, construction and investment firm focused on value-add, residential real estate in strategic locations primarily in the Western U.S. Our platform’s sustainability is assured through long- term ownership enabled by long-term debt and equity. We are focused on enduring, tax-efficient cash flow for our investors.

In the multifamily space, we actively maximize cash-on-cash returns and capital appreciation by acquiring properties with upside through extensive renovation and improved management. Leveraging our unique homebuilding background and construction platform, we reposition these older properties as design-forward, affordable workforce housing alternatives to newer Class A product.

Our development history includes the successful entitlement, construction, marketing and sales of single- family homes, townhomes, mid-rise condominiums and apartments. Currently we are bringing to market two master-planned, destination-oriented communities offering a combined 5,000+ homes (both for sale and rental) over a 10-year time horizon. In addition, the company is also working on several individual apartment developments (1,000+ units).

With a service matters operating philosophy, our team is passionate about supporting residents across our portfolio, building better environments that fuel happier residents, improving investor returns and creating a strong sense of purpose that drives what we do every day.

Our Current Portfolio :

ColRich’s portfolio includes $1.05 billion of equity actively invested through January 2025 in 85 deals across 8 states. These include master-planned community developments and 20,000+ multifamily units.

Our Approach :

A vertically integrated, hands-on approach is at the core of our company’s capabilities. Deep in-house construction, design, finance and asset management expertise ensures that our essential functions are managed internally and operationally intertwined to produce indisputable long-term value for our stakeholders. Our communities are built to last, offering enduring and stable environments where our residents will thrive.

Our DNA :

Caring

Wired for Connection

Ever Evolving

Hardworking

Original Thinkers

Competitive

Humble

Seasoned Through Adversity

Our Mantra : Build lasting communities

Position : Capital Markets Analyst - San Diego, CA

About the Role : The primary responsibility of the Capital Markets Analyst is to provide support to the Capital Markets Department as well assist Acquisitions (secondary) in underwriting new deals. The Capital Markets Analyst will report directly to the Director of Capital Markets.

Specific responsibilities include :

• Prepare monthly reports for investor reporting
• Prepare quarterly investor distribution statements
• Oversee the desktop valuation of ColRich’s multifamily portfolio 2 x year
• Prepare annual investor specific valuations
• Assist with acquisition underwriting of new deals (secondary function)
• Prepare sensitivity analysis for potential asset sales, outlining returns to investors
• Maintain Investor relations software (Juniper Square)
• Maintain various investor databases (capital raises, ownership interests, prior distributions, etc)
• Maintain various portfolio-level databases summarizing ColRich’s track record

Requirements :

• Able to perform work alone and as part of a team
• 1-3 years' experience in Real Estate
• Self-starter and highly motivated
• Organized with a high attention to detail
• Proficiency in Excel (advanced), MS Word and Outlook
• Basic understanding of finance (IRR’s, NPV’s, Profit Multiples, Discounted Cash Flows)
• Critical thinking and problem-solving abilities

Benefits :

• Base salary and discretionary annual bonus competitive with industry standards
• $70,000 / year - $90,000 / year based on experience
• Health and dental insurance paid fully at the employee level by employer
• Eligible upon hire for 401(k) plan
• Paid holidays and vacation time