Relationship Manager, Institutional Capital Group
Core
Act as a trusted advisor to institutionally backed commercial real estate owner-operators across the U.S., delivering tailored financial solutions for asset classes including Multifamily, Industrial, Healthcare, and Data Centers.
Role type
Senior IC Relationship Manager (Institutional Capital)
Builds
Credit exposures ranging from $25 million to $250 million for commercial real estate clients.
Domain
Commercial Real Estate Finance / Institutional Capital Markets
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Credit analysis and risk profiling, complex financial modeling, negotiation of credit agreements, client relationship management, business development/prospecting, portfolio monitoring, team mentorship
Preferred skills
Experience with REITs and private equity real estate funds, familiarity with Commercial Mortgage, Debt Capital Markets, and Syndications
Technologies
Financial modeling software, credit analysis tools
Responsibilities
Originate and structure credit exposures, analyze financial statements and develop balance sheet solutions, prepare offering memorandums and term sheets, lead negotiations on credit agreements, manage internal deal approval processes, expand client base through networking, oversee existing client portfolios, mentor junior team members
Seniority
Senior, hands-on IC with mentorship responsibilities