Head of Capital Formation (Real Estate Credit)

Job Description

Head of Capital Formation (Real Estate Credit)

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Atlas Invest | New York, NY | Hybrid | Reports to the CEO

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Atlas Invest has built the origination engine, the credit framework, and the technology. This seat brings the institutional capital that matches them.

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Atlas is an AI-native real estate credit platform backed by BlackRock. We originate first-lien bridge loans across US metro markets and deliver them to investors through forward-flow separately managed accounts. The constraint on the business is not deal flow or credit quality. It is how fast institutional capital gets committed. This is a closing seat.

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WHAT YOU WILL BE SELLING

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• First-lien bridge loans, $200K to $15M, twelve-month average term, up to 70% LTV, US metro markets

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• Managed account structure, $5M minimum ticket, and a return that comes from a structural gap rather than leverage or reaching on credit

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• Credit framework, operating model, and technology built together, not bolted on: proprietary AI across sourcing, underwriting, and asset management, with 24-hour forward-flow approval on loans that fit the box

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• Real-time portfolio access and reporting for investors, the first thing an allocator's diligence team asks for

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• A team that has closed more than $500M of bridge loans and more than $7B of real estate transactions

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WHAT YOU WILL OWN

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• First meeting to funded account: the right allocators, the room, diligence to completion, terms, closing

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• One channel: separately managed accounts from family offices, RIAs and wealth platforms, insurance investment offices, and private credit funds. No leverage providers, no loan buyers in year one

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• The pitch, the objections, and the pipeline discipline. Leadership owns the data room, loan tape, reporting, and ODD responses

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• A running start: allocator deck, leverage facility, live institutional conversations, an advisor network opening doors with you. Headcount follows capital milestones

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WHAT SUCCESS LOOKS LIKE

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• 90 days: investor universe mapped and tiered, live dialogue with allocators you brought, two SMA mandates in diligence

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• 6 months: first SMA of $50M or more funded and deploying. This is the milestone that matters, and it carries a defined award

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• 12 months: second and third accounts in diligence or funded, and a pipeline that is systematic rather than personal

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WHO YOU ARE

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• A book you can name: the allocators you can get on the phone in thirty days, the individual at each, and the honest basis of the relationship.

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• A record of closing capital, not covering it: lead relationship on commitments of $25M or more, introduction through funding. SMA or forward-flow experience is the strongest signal. Placement agent backgrounds welcome

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• Credit fluency: you can hold a real conversation about first-lien bridge collateral, where the loss content sits, and what happens when a borrower does not perform

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• 8+ years in capital raising, investor relations, or business development at a private credit, real estate debt, or alternatives manager, or a placement agent. Familiar with ODD questionnaires, data rooms, and investor reporting

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• New York based or commutable, hybrid. Bachelor's degree required

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COMPENSATION AND PROCESS

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Year-one total cash compensation is expected to range from $100,000 to $500,000 or more, driven by what you close.

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Process: a screening call, leadership interviews, and a ninety-minute working session on a real Atlas allocator problem. Confidential conversations welcome. Atlas Invest is an equal opportunity employer.