Periodically analyze the market data collected and produce quarterly and yearly Private Market summaries.
Obtain and distribute CMBS and CRE-CLO loan details to the production network.
Address incoming Private Market Lender inquiries about MBs and Berkadia.
Track deals that do not fit BeCap programs and redirect them to other Berkadia or partner opportunities where possible.
Gather internal and external feedback on existing products and processes to design systems that provide the most current and valuable informational resources.
Monitor the outcomes of Berkadia Capital and PLG deals (i.e., which agency, if any, did they end up using for perm, did Berkadia receive the takeout, etc.).
Establish and maintain communication channels with internal (MB Network, PLG, etc.) and external constituents (Private Market Lenders such as Banks, Debt Funds, CMBS Lenders, etc.)
Work with the Head of Capital Markets to gather, on a routine basis, information and insights on market conditions, products, pricing, etc.; share this market insight with the Berkadia network on weekly regional calls and periodic internal updates.
Design and implement systems and procedures that capture, aggregate, scrub (quality control), and distribute relevant data for MB access and utilization.
Liaise between the MB and UW teams on deal packages to ensure no required data or requests are missed.
Help MBs coordinate with New Loan Boarding with Servicing.
Maintain a list of CMBS and CRE-CLO transactions in the market.
Collaborate with the Production network and Innovation teams to utilize existing or new technology in designing new process flows that offer real-time market data feedback.
Support bankers from an analytical standpoint on bridge opportunities as they arise, including but not limited to supporting deal opportunity intake and tracking.
Manage data for reporting and measuring the impact of Berkadia Capital Programs.
Develop and execute strategies to strengthen Berkadia’s relationships with Private Market Lenders, including the facilitation of Private Market Lender marketing and communications with the Berkadia team. This will include broadcast network calls, office, and banker meetings.
Coordinate with the Head of Capital Markets on various new business development opportunities and strategic initiatives.
Maintain Private Market Lender database and term sheet accessibility.
Coordinate with the Production network and Servicing teams to promote the Berkadia brand and industry awareness at events and conferences, such as the MBA and CREF-C Conferences.
Partner closely with third party lending relationships (Banks, CMBS, Debt Funds, Insurance Companies) to ensure Berkadia has current up to date knowledge of their lending programs through high touch meaningful relationships.
Requirements
real estate
capital markets
rated debt
10+ years
investor relationships
bachelor's
Proven experience in real estate finance, with a track record of arranging, negotiating, and closing debt and equity transactions with third-party investors.
Capital market transaction experience, including rated debt financing such as CLO, CMBS, and bond issuance.
10+ years of experience in a similar position
Expertise in structuring and arranging capital from institutional and high-net-worth investors, either as a principal or on behalf of third-party institutions.
Established relationships with diverse capital providers, including banks, pension funds, life companies, non-bank lenders, and international investors.
Bachelor's degree or equivalent
Benefits
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Training + Development
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Interview process
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Visa Sponsorship
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Security clearance
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Company
Overview
Specializing in real estate investment sales, mortgage banking, and advisory services, they have established a strong presence across the U.S.
Berkadia's integrated platform brings together experts in finance, operations, and real estate management to deliver results for clients.
Notable for their work in multifamily and commercial properties, Berkadia is known for its strategic insights and deep market knowledge.
The company has worked on some of the largest real estate transactions and property portfolios in the country.
Berkadia's global reach is reflected in their ability to cater to both national and international clients with complex real estate needs.
A hallmark of their success is their innovative approach to real estate finance, leveraging cutting-edge technologies and data analytics.
From major urban developments to specialized commercial projects, Berkadia's work spans across a diverse range of sectors.
Culture + Values
Integrity – We do the right thing, always.
Client-Focus – We put our clients’ interests at the heart of everything we do.
Teamwork – We collaborate across teams to achieve the best outcomes.
Entrepreneurial Spirit – We embrace innovation and take ownership of our work.
Excellence – We strive for the highest standards in everything we undertake.
Environment + Sustainability
Reduce business travel emissions by 25% through virtual meeting initiatives.
Inclusion & Diversity
Offer mentorship programs supporting women and underrepresented employees, with 200+ participants in 2024.