Coordinate due diligence materials for loan closings and lender KYC (Know Your Customer) requests
Prepare quarterly lender reporting packages and calculate debt covenant ratios
Track lender approval requirements and support approvals for non-conforming events
Assist in coordinating construction loan draws with lenders and internal teams
Respond to information requests from bankers, loan servicers, JV partners, auditors, and internal stakeholders
Update quarterly debt schedules and prepare materials for earnings, board, and investor presentations
Maintain internal capital markets trackers and documentation
Prepare credit reviews and financial statement analysis for new and existing counterparties
Partner with Accounting, Finance, Tax, Legal, Portfolio Management, Construction, Investor Relations, and Operations

Bachelor’s degree in Finance, Business, or a related field
5+ years of relevant experience in capital markets, corporate finance, or real estate finance
Experience with loan closings, lender reporting, loan documentation, and credit analysis
Strong written and verbal communication skills
Ability to deliver high-quality work within tight deadlines
Self-starter with strong judgement and ability to work independently
Advanced Excel and PowerPoint skills; working knowledge of Yardi preferred
Highly organized with strong attention to detail

Senior Manager, Capital Markets

Key skills