Collaborate with internal development, acquisitions, asset management, and legal teams throughout the full life cycle of each transaction.
Prepare and analyze financial models to evaluate financing alternatives, interest rate hedging strategies, and deal-specific capital structures.
Cultivate and maintain strong relationships with a broad range of capital providers including banks, life companies, and other financial institutions.
Drive the preparation of marketing and transaction materials including ofering memoranda, debt request packages, and lender presentations.
Support the structuring, negotiation, and execution of debt financing across Morgan’s development and acquisition
Monitor compliance with lender financial covenants and reporting requirements across the portfolio, coordinating responses and reporting packages as needed.
Lead lender due diligence eforts, manage loan documentation and closing processes, and coordinate with institutional equity partners.
Develop expertise in various real estate debt products including senior, construction, bridge, and permanent loans from life companies, banks, and agency lenders.
Prepare and update project-level cash flow projections and
Requirements
bachelor’s degree
5+ years
financial modeling
excel
powerpoint
juniper square
Excellent written and verbal communication skills with the ability to present ideas clearly and
Ability to work collaboratively across internal teams and external stakeholders in a fast-paced, deadline-driven environment.
Meticulous attention to detail; consistently produces accurate, high-quality
Bachelor’s degree in Finance, Accounting, Business, Real Estate, or related field.
Minimum of 5 years of experience in commercial real estate finance, capital markets, or a related field.
Strong working knowledge of multifamily real estate, commercial lending, and capital
Strong organizational and time management skills; capable of managing multiple priorities
Advanced financial modeling skills in Excel, with the ability to analyze complex real estate
Proficiency in Microsoft Excel, Word, PowerPoint, and
Familiarity with real estate CRM or investor management platforms such as Juniper Square (preferred but not required).
Ability to create high-quality ofering memoranda and presentation materials using PowerPoint; experience with Adobe InDesign and Illustrator a plus.
Understanding of interest rate hedging instruments and capital markets
Direct experience working with debt capital providers and closing real estate financings.