Director Structured Finance

Description

The role focuses on sourcing, underwriting, executing, and asset managing structured equity and debt investments while managing capital relationships and working closely with internal teams to align opportunities with TruAmerica’s broader investment strategy.

• Assist senior leadership (SMD and CIO) with pitching opportunities to investors, including preparation of investment summaries.
• Oversee the full investment process from initial evaluation through closing.
• Manage and coordinate due diligence, including site visits, market tours, and review of third-party reports.
• Prepare and present Investment Committee materials, including discussion memorandums, due diligence memorandums, and investor presentations.
• Direct and mentor junior staff on underwriting assumptions, key metrics, and investment drivers.
• Ensure all internal processes, policies, and approval requirements are followed through closing.
• Conduct comprehensive reviews of financial, operating, and market information to support investment decisions.
• Prepare and/or oversee underwriting for prospective investments, including building and reviewing financial models and comparable analyses.
• Present investment opportunities to internal investment committees with a clear articulation of risks, returns, and strategic fit.
• Actively source on-market and off-market investment opportunities through established relationships.
• Maintain a market-facing presence and represent the firm in industry events and associations.
• Interact with investors on an as-needed basis regarding market insights, property performance, and investment updates.
• Source and evaluate prospective structured finance investment opportunities in accordance with firm investment criteria.
• Assist in structuring, negotiating, and closing joint venture equity, preferred equity, and structured debt transactions.
• Where appropriate, assume leadership roles in real estate organizations to reinforce TruAmerica’s brand and platform capabilities.
• Develop and maintain strong relationships with developers, operators, investment sales brokers, and mortgage brokers.

Requirements

• Ability to sit or stand for extended periods and move freely around the office or property sites.
• Bachelor’s degree from an accredited university in Finance, Real Estate, or a related field.
• Experience coordinating due diligence and participating in transaction negotiations and closings.
• Strong understanding of financial modeling and the ability to evaluate and direct underwriting efforts.
• Ability to communicate effectively both verbally and in writing.
• Capability to conduct property site visits and inspections, including traveling locally.
• Proven experience in sourcing, origination, relationship management, deal structuring, and transaction execution.
• Willingness to travel extensively to support sourcing, relationship development, and investor engagement.
• Minimum of 10 years of real estate experience with demonstrated success in structured equity and debt multifamily investments.
• Ability to mentor junior professionals and collaborate effectively across teams.

Benefits

Compensation Range

The salary range for the role is $180 - $220K. Position is eligible for a discretionary bonus.

Training + Development

Interview process

Visa Sponsorship

Security clearance