Capital Markets Associate Manager; Investment Banking

Overview

A fast‑growing real‑estate debt platform specializing in hospitality lending is looking for a Capital Markets Associate/Director to join a growing team. This role sits at the intersection of capital‑markets execution and relationship management, supporting the structuring, reporting, and distribution of complex commercial loan portfolios while directly interfacing with banking and institutional partners.

• Full‑time permanent role – salary, PTO, benefits, etc.
• Hybrid – 4 days a week on site.
• Investment banking background required.
• Capital‑markets expertise.
• Experience at banks such as JP Morgan and Bank of America.

• 4-6 years of experience in capital markets, commercial real estate, or within loan origination or syndication teams at a bank.
• Experience originating, maintaining, and expanding relationships with borrowers/sponsors, banks, debt funds, capital providers, and internal investment/credit teams.
• Strong financial modeling skills (Excel) and ability to analyze real‑estate fundamentals, capital stacks, and valuation drivers.
• Ability to act as a trusted advisor and tailor financing solutions to client goals.
• Comfortable leading client calls, presentations, and negotiations.
• Able to review complicated legal documents.
• Demonstrated experience supporting or executing complex commercial real‑estate debt transactions, including underwriting, financial modeling, and loan syndication.
• Strong understanding of capital markets, credit risk, and deal structuring within a lending or advisory environment.
• Strong understanding of investment concepts, including returns, capital structures, and risk assessment (not just underwriting mechanics).

• Background in hospitality lending or specialty finance (relevant to the company).
• Exposure to capital raising / investor relations.
• Certifications such as CFA, CPA, or formal credit training.

• End‑to‑end involvement with debt capital markets financing relationships.
• Manage reporting and loan covenant requirements for each of our capital markets transactions.
• Direct involvement in capital markets initiatives such as CLOs, securitizations, repurchase agreements, and credit facilities.
• Help improve general operational efficiency by collecting, managing, and organizing documents such as third‑party reports, appraisals, loan documents, and creating spreadsheets and checklists to coordinate with various internal teams.
• Exposure to complex financial models to calculate investment returns and manage debt covenants; update and maintain models.
• Coordinate with various internal departments to collect and manage data at regular intervals (e.g., monthly or quarterly reports).
• Update presentations for external investors.