Director, Capital Markets

Company Overview Real Estate Investment Strategies - Capital Markets, Portfolio Management Company Overview Role Summary The Director of Capital Markets is a senior role within the Real Estate Investment Strategies Portfolio Management Group, responsible for structuring, executing, and managing capital solutions across the firm’s commercial real estate whole-loan platform. The role drives portfolio-level financing, liquidity, and distribution initiatives—including loan-level syndications, warehouse and repo facilities, and securitization execution—in alignment with portfolio strategy, risk management, and return objectives. Working as part of an integrated Portfolio Management and Capital Markets function, the Director collaborates closely with Investments, Credit, Asset Management, Legal, and other internal stakeholders to align capital execution with origination strategy, portfolio construction, and risk-adjusted return targets. The role interfaces with third-party capital counterparties as needed to support efficient capital deployment, balance sheet management, and ongoing portfolio optimization, with a strong focus on cost of capital, liquidity, and structural discipline. Key Responsibilities Contribute to the development and implementation of long-term capital strategy, including evolution of distribution channels, financing structures, and investor relationships. Structure and execute portfolio-level financing and distribution strategies, including syndication, participations, A/B structures, warehouse lines, and repo facilities. Develop and maintain relationships with loan buyers, syndication partners, and financing counterparties to support distribution and liquidity objectives. Lead or co-lead the execution of CRE loan securitizations and other term financing transactions in coordination with internal stakeholders, legal counsel, and external counterparties. Partner with Portfolio Management to manage leverage, advance rates, financing capacity, duration, and concentration limits across the loan portfolio. Evaluate hold-versus-distribute decisions, financing alternatives, and execution timing to support portfolio construction and risk-adjusted return objectives. Collaborate with Investments and Credit during underwriting and structuring to assess capital markets implications, execution feasibility, and downstream financing flexibility. Work closely with internal and external legal counsel to review, negotiate, and interpret transaction documentation, including purchase and sale agreements, participation agreements, servicing arrangements, eligibility criteria, covenants, and waterfall mechanics. Monitor market conditions, pricing trends, and investor demand to inform capital allocation decisions and portfolio strategy. Interface with third-party capital providers and financing counterparties to support transaction execution, ongoing financing management, and relationship development. Support aggregation-to-distribution strategies, including balance sheet optimization and transition to term financing solutions. Prepare materials for investment, risk, and portfolio committees related to financing strategy, capital deployment, and liquidity management. Support post-execution monitoring, reporting, and covenant compliance for financed, syndicated, and securitized assets. Qualifications Bachelor’s degree in Finance, Economics, Real Estate, or a related field; advanced degree (MBA) or professional designation (CFA) preferred. 8–12+ years of experience in commercial real estate portfolio management, capital markets, structured finance, or real estate credit investing within an investment manager, lender, or advisory platform. Direct experience with one or more of the following: whole-loan syndications, warehouse/repo facilities, or CRE securitization execution (e.g., CRE CLO, SASB, or similar structures). Existing relationships with capital providers or distribution partners preferred. Strong understanding of CRE credit fundamentals, loan structuring, leverage mechanics, and portfolio-level risk management. Demonstrated ability to evaluate financing alternatives and capital structures at both the asset and portfolio level. Experience working cross-functionally with Investments, Credit, Asset Management, and Legal teams. Comfort reviewing and working with complex transaction documentation, including financing agreements, participation structures, and servicing arrangements. Advanced analytical, financial modeling, and presentation skills. Strong communication skills with the ability to convey complex capital structures and portfolio implications to senior stakeholders. Highly organized, detail-oriented, and able to manage multiple transactions and priorities in a dynamic environment. Compensation Annual base salary gross: $165,000 - $185,000 (NY only). Other rewards and benefits include cash bonuses, long-term incentives, health insurance, accident and life insurance, and retirement benefits. EEO Statement ORIX USA is an equal-opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment. #J-18808-Ljbffr