Manager, Acquisitions & Capital Markets

Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards.

Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

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Job Description:

Overview We are seeking a Manager to support real estate acquisitions, tax-advantaged real estate offerings, and the development of an internal debt brokerage platform. This role will work closely with senior leadership and span both investment execution and capital markets.

The position is split approximately:30 to 40 percent acquisitions and tax-advantaged investment offerings
60 to 70 percent debt brokerage platform development and execution ROLE OVERVIEW Acquisitions and Investment Offerings Support sourcing efforts through broker outreach and market research

Perform underwriting and financial modeling for acquisitions and structured real estate offerings

Prepare investment summaries, due diligence materials, and Investment Committee presentations

Assist in managing the acquisition process including diligence, third-party reports, and closing coordination

Support structuring and execution of tax-advantaged real estate offerings in coordination with legal, tax, and distribution partners

Assist with preparation of marketing materials and investor presentations

Collaborate with asset management, capital markets, and investor relations teams

Support capital raising efforts and respond to technical product questions

Debt Brokerage Platform Assist in building and launching the firm’s internal debt brokerage platform

Develop and manage relationships with lenders including banks, agencies, debt funds, and life companies

Support sourcing and structuring of debt for acquisitions, development, and third-party assignments

Prepare lender packages and financing materials

Analyze debt sizing, pricing, and structure across capital stacks

Coordinate lender outreach, term sheets, and comparisons

Track market trends, lender appetite, and financing comps

Help establish internal processes, templates, and reporting

Opportunity

Exposure to acquisitions, capital markets, and structured…