Capital Markets Manager

Capital Markets Manager

The Capital Markets Manager is responsible for working with leadership to develop and execute the Company's capital strategy to support portfolio performance, growth, and long-term value creation. This role oversees debt portfolio management, interest rate risk strategy, refinancing initiatives, and credit facility optimization. The Capital Markets Manager cultivates and manages relationships across a diverse lender network, and provides critical financial insight to support acquisitions, development, and strategic decision-making.

What You Will Do

• Develop and maintain strong relationships with banks, insurance companies, mortgage brokers, and other lending partners.
• Support Acquisition & Development teams with timely and reliable capital markets intel, and debt placement.
• Create loan request packages and manage the financing bid process to facilitate timely loan closings.
• Monitor capital markets trends, lender appetite, and financing conditions to identify opportunities and risks impacting the Company's portfolio and growth strategy.
• Manage loan due diligence process and lender checklists for acquisition loans, construction financing, and refinances.
• Negotiate loan documents to conform to the Company's risk tolerance and goals for the respective transactions.
• Lead the management and optimization of the Company's credit facilities to maximize liquidity, flexibility, and capital efficiency.
• Manage lender concentration risk by maintaining a diversified debt portfolio and balanced lender relationships.
• Identify and execute refinancing opportunities that align with portfolio strategy, risk tolerance, and property-level business plans to unlock equity for growth initiatives.
• Partner with the Director of Finance to develop and execute a debt portfolio strategy aligned with company objectives, performance metrics, and growth initiatives.
• Manage debt portfolio by optimizing debt placement and utilizing financial impact assessments.
• Monitor loan covenant compliance and proactively identify, communicate, and mitigate potential covenant risks.
• Prepare and present investment committee loan memoranda, including tenant credit assessments, market and submarket analyses, and evaluation of underwriting assumptions and financial projections.
• Oversee the Company's interest rate risk management strategy.

Skills

• High energy with a sense of urgency and ability to work with tight deadlines.
• Deep expertise in capital markets, structured finance, and commercial real estate debt execution.
• Strong understanding of interest rate risk management strategies.
• Advanced financial modeling and analytical skills.
• Demonstrated ability to structure and negotiate complex debt transactions across multiple lender types.
• Strategic thinker with the ability to align capital strategy with organizational growth objectives.
• Exceptional negotiation, communication, and relationship-building skills.
• Ability to translate complex financial data into clear strategic recommendations.
• High level of judgement, discretion, and risk awareness.

Education and Experience

• Bachelor's degree in Finance, Accounting, Economics, Real Estate, or a related field required, MBA or advanced degree preferred.
• Minimum of 5-7 years of progressive experience in capital markets, commercial real estate finance, investment banking, private equity, or related field.
• Demonstrated experience managing complex loan portfolios.
• Experience working directly with executive leadership, ownership groups, and institutional capital partners.
• Strong understanding of real estate underwriting, acquisitions, and development finance.

Physical Demands and Work Environment

• This role primarily operates in a professional office environment and routinely uses standard office equipment.
• Ability to travel as needed. The position may occasionally require the employee to work outside of the office, visiting properties, or attending meetings with external stakeholders.
• While performing the duties of this job, the employee is regularly required to remain stationary at a desk for an extended period, to communicate effectively, and to move about the office. Must be able to lift, carry, or push/pull up to (15) pounds.
• This is a full-time position. Workdays are Monday through Friday. This position may require longer hours and occasional weekend work as job duties demand.