CAPITAL MARKETS SPECIALIST / SME

KEY RESPONSIBILITIESCapital markets & CRE advisoryLead executive and working-level discussions on investment, debt, valuation, leasing and property operations; translate business objectives into practical process, data and technology interventions.Investment modellingOwn and quality-assure ARGUS, Excel, Forbury and Estate Master modelling; portfolio and asset valuation; hotel modelling; lease summaries; bespoke models; model updates; debt sizing and scenario analysis.Debt & loan analyticsGuide loan abstraction, underwriting support, debt sizing, covenant and cash-flow assessment, servicing analysis and lender/investor reporting, including review of assumptions and model outputs.Lease & property insightOversee lease abstraction and administration support, ensuring lease terms, rent mechanics, options, obligations and property data are captured accurately and usable in investment decisions.Portfolio valuationProvide expertise across global portfolio and valuation workflows, asset-level cash flows, market assumptions, return metrics, sensitivities and investment committee materials.Operational transformationAssess L2/L3 processes, identify pain points and controls, define target operating models, standardise procedures and create improvement roadmaps using automation, analytics, AI and workflow redesign.Data & document governanceEstablish quality, lineage, taxonomy, document-control and audit standards for capital markets, valuation and CRE data; resolve data gaps and ensure decision-ready outputs.Financial operationsProvide oversight across financial operations support, reconciliations, management information, process controls and service-performance improvement within capital markets and adjacent CRE operations.CRM & pipeline enablementShape CRM operating practices and reporting across Salesforce and Capforce, improving opportunity, client, transaction and pipeline data quality and management insight.Reporting & communicationDirect production of client-ready reports, investment analyses, executive presentations and content; explain complex financial and property matters clearly to senior stakeholders.Delivery leadershipLead multidisciplinary and offshore/onshore teams, coach analysts and consultants, review deliverables, manage risks and dependencies, and ensure consistency across regions and workstreams.Client developmentSupport proposals, diagnostics and business cases; identify opportunities for new advisory, managed-service, data, automation and AI-enabled offerings.REQUIRED DOMAIN EXPERTISECapital marketsInvestment underwriting, acquisitions/disposals, debt advisory, loan and servicing workflows, transaction support, portfolio strategy and investor/lender reporting.Commercial real estateOffice, retail, industrial/logistics, hospitality and other income-producing assets; leases, property cash flows, valuation drivers and market/asset performance.Financial analysisDCF and cash-flow modelling, IRR/NPV, cap rates/yields, debt metrics, sensitivities, scenario analysis, valuation review and model governance.Platforms and toolsAdvanced Excel and financial modelling; strong working knowledge of ARGUS. Experience with Forbury, EstateMaster, Salesforce, Capforce, BI/reporting and workflow tools is advantageous.Consulting methodsDiscovery and diagnostic assessment, process mapping, operating-model design, business cases, stakeholder facilitation, solution design, implementation roadmaps and benefits tracking.LEADERSHIP & BEHAVIOURAL PROFILEExecutive presenceCredible with senior investment, finance, operations and technology stakeholders; able to challenge assumptions constructively and drive decisions.Commercial judgementBalances analytical rigour, control, client value, delivery practicality and commercial outcomes.CommunicationProduces concise, evidence-led recommendations and can simplify complex capital markets and CRE topics for diverse audiences.Team leadershipDevelops high-performing teams, establishes review standards and builds domain capability through coaching and reusable methods.Global deliveryComfortable leading cross-border engagements, working across cultures, time zones and regional market practices.