Capital Markets Manager

Overview

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.

Job Title: Capital Markets Manager
Department: Corporate Services
Reports To: Director of Finance
Status: Full-Time, Salaried, Exempt

• 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.

• 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.

• 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.

• 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.

EEO Statement:
Weston, Inc. is an equal opportunity employer. Discrimination or harassment based on race, color, sex, religion, sexual orientation, national origin, disability, or any other protected characteristic is prohibited by federal, state, and local laws.