Senior Relationship Manager, Institutional Capital Group
Core
Sourcing and managing relationships with institutional real estate clients (REITs, private equity firms) to provide debt and equity financing solutions.
Role type
Senior Relationship Manager (Institutional Real Estate)
Builds
Corporate credit facilities, syndicated finance, acquisition/bridge loans, permanent debt, public/private bonds, and public/private equity.
Domain
Commercial real estate finance / Institutional banking
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Commercial real estate lending, structured credit underwriting, client relationship management, deal team leadership, sales prospecting, financial modeling, risk assessment, AI tool proficiency for credit analysis.
Preferred skills
Finance/accounting/economics degree, institutional real estate transaction experience, financial modeling coursework.
Technologies
Word, Excel, PowerPoint, AI tools for underwriting and financial modeling.
Responsibilities
Develop and maintain close client relationships; lead internal deal teams; synthesize portfolio financial data and assess risks; mentor junior team members; lead sales and prospecting activities.
Seniority
Senior, hands-on IC with mentorship duties