Support the firm’s capital markets activities across debt and equity with focus on credit facility management, loan compliance, cash flow optimization, and real estate finance initiatives
Manage day-to-day administration of the Company’s credit facilities and lending relationships
Oversee the loan submission process, including diligence coordination, documentation, and issue resolution
Prepare, coordinate, and execute borrowing requests, ensuring accuracy and compliance with facility terms
Monitor covenant compliance and proactively identify potential risks
Build and maintain strong relationships with banking partners, lenders, and external stakeholders
Assist in tracking capital raises and equity funding activity and support reporting on debt and equity positions
Partner with Capital Markets, Finance, Operations, Product, and Technology teams to prepare materials and identify opportunities for automation and improved reporting
Support development and maintenance of finance and treasury dashboards, models, and reporting tools
Assist in short- and long-term cash flow forecasting, liquidity planning, reconcile borrowing and repayment activity, and report on daily cash positions
Requirements
Bachelor’s degree in Finance, Accounting, Economics, or related field
2–4 years of experience in Real Estate Finance, Treasury, Capital Markets, or Banking
Strong understanding of credit facilities, loan documentation, and capital markets
High attention to detail with ability to manage multiple priorities and deadlines
Advanced Excel and financial modeling skills
Strong analytical, problem-solving, and communication skills
Ability to work cross-functionally and build strong relationships across teams
Proactive, solutions-oriented mindset with comfort in a dynamic, fast-paced environment