Analyst, Capital Markets

Position Summary

The Capital Markets Analyst will be responsible for assisting with the sourcing, structuring, and documenting of real estate debt for the firm’s private equity real estate platform.

Principal Duties and Responsibilities

This list of duties and responsibilities is not all inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary from time to time.

· Works collaboratively with other Capital Markets team members in determining the strategy behind each debt execution.

· Assists in negotiating, documenting, and closing A&D, construction and permanent loans pertaining to all acquisition and development-oriented investments.

· Develops and maintains relationships with prospective construction and permanent lenders to source efficiently priced capital for all new acquisition and development opportunities and refinancing of existing portfolio investments.

· Works collaboratively with Investments team members to prepare financing packages for each debt execution.

· Works with the Investments team and third-party consultants to assist with defining hedging strategies associated with each debt execution.

· Works collaboratively with the Accounting team to coordinate the use of the platform’s subscription line of credit and project level financings in connection with the Firm’s investment activities.

· Assists in managing and driving loan assumption processes in connection with the monetization of investments.

· Monitors loan transaction flow process and respective timelines to ensure deadlines are met and that each loan closing is advancing according to the appropriate schedule.

· Assists with preparing weekly progress reports and communicating status during regularly scheduled team meetings.

· Assists with sourcing local lending relationships (e.g. banks and other commercial lenders) in target markets to achieve optimal execution when warranted.

· Assists in populating database of local and regional debt providers to create efficiencies in the debt procurement process within targeted markets.

· Contributes to the most efficient and effective execution on a deal-by-deal basis given the profile of specific investments or refinance initiatives.

· Collaborates with the Investments team to facilitate concurrent closings of investments and debt.

· Assists with managing the productivity of any brokers that serve as correspondents in the permanent lending markets (e.g. life insurance company executions).

· Contributes to the preparation of investment committee memorandums pertaining to capital markets.

· Monitors changes in the debt markets and provides recommendations as to timing of any refinancing from a portfolio management perspective.

· Stays current with market trends in the real estate lending space and shares market updates with team.

· Other ad hoc assignments and special projects as assigned by the Firm’s management across all functional areas in the platform.

Knowledge, Skills & Abilities

The requirements listed below are representative of the knowledge, skills, and abilities required to perform this job successfully.

· Bachelor’s degree in Finance, Real Estate, Business Administration, or equivalent combination of education and work experience. Master’s degree is a plus.

· A minimum of 2 years of real estate experience with proven experience to develop and maintain trusted relationships internally and externally preferred.

· Demonstrated experience in sourcing debt, negotiating legal documents, and structuring transactions.

· A self-starter with strong judgement and ability to spot opportunities and develop creative solutions.

· Results-driven and ability to work collaboratively as well as independently.

· Displays the utmost attention to detail.

· Highly organized and able to multi-task in a high-paced environment (time management skills) with a strong sense of urgency.

· Must have strong interpersonal and communication skills.

· Advanced knowledge of Microsoft Office and proficient in Excel, Word, PowerPoint.