Senior Relationship Manager OR Senior Banker - Institutional Real Estate
Core
Sourcing and managing relationships with institutional real estate clients (REITs, private equity firms) to provide debt and equity financing solutions.
Role type
Senior IC relationship banker (institutional real estate)
Builds
Corporate credit facilities, syndicated finance, acquisition/bridge loans, permanent debt, public/private bonds, and public/private equity for institutional clients.
Domain
Commercial real estate finance / Banking
Required skills
client relationship management, structured credit underwriting, deal structuring, sales and prospecting, financial modeling, risk assessment, leadership and mentoring
Preferred skills
finance/accounting/real estate degree, financial modeling coursework, experience with REITs and private equity funds
Technologies
AI tools for underwriting, market research, credit analysis, financial modeling, and investment memorandum preparation
Responsibilities
Lead sales and prospecting activities; develop and maintain close client relationships; provide balance sheet and off-balance sheet financing options; synthesize portfolio financial data and assess risks; lead internal deal teams; mentor junior staff; serve as a recognized industry expert through panels and publications
Seniority
Senior, hands-on IC with mentorship responsibilities