Associate or Analyst (Capital Markets) - The Kolter Group LLC

February 09, 2018

The Kolter Group LLC

West Palm Beach, Florida 33401
http://www.thekoltergroup.com

POSITION SUMMARY

Responsible for being the day-to-day lead of the firm’s debt and equity capital markets activity for:

  • Acquisition & Condominium Construction Finance for Kolter Urban (condominium development) 

  • Acquisition, Construction & Permanent Financing for Kolter Hospitality (hotel development and investment)

  • Joint venture equity (institutional, retail and family office) for Kolter Urban and Kolter Hospitality and potentially new business units

DUTIES

  • Create the financing model with input assumptions from Kolter Urban or Kolter Hospitality

  • Structure the financing of each loan or investment at inception

  • Create the RFP or other collateral materials and present to prospective lenders or JV partners

  • Negotiate the terms and conditions of each loan or equity investment

  • Assist lenders or partners with their due diligence

  • Examine and scrutinize loan or partnership documents

  • Coordinate the issuance of letters of credit and surety bonds

  • Coordinate the loan or JV closing on behalf of Kolter

  • Analyze the impact of financings on project returns

GENERAL RESPONSIBILITIES

  • ​Generate leads for new equity relationships, bank relationships and bonding relationships

  • Participate in the supervision of accounting and reporting team's loan-related work

    • monthly draw requests for each project 

    • compliance with loan requirements

    • monthly, quarterly and annual reporting for each banking relationship

    • management of outstanding letters of credit or surety bonds

  • Such other responsibilities as may be prescribed

QUALIFICATIONS

  • high aptitude for quantitative and financial analysis

  • high level of proficiency with Microsoft Excel, Powerpoint and Word

  • strong verbal, written and presentation skills

  • strong personal attributes: ethical, self-motivated, multi-tasker, great communicator, organized and detail-oriented, team player, creative, professional appearance and manner

EDUCATION

  • Minimum BA (degree in finance preferred).  MBA is a plus.  Strong academics and test scores required.

  • 4 years + of relevant experience preferred but not required (title, ultimate responsibilities and compensation will be commensurate with ability and experience)

MISCELLANEOUS

  • Job initially based in West Palm Beach, FL.  Currently argeting to relocate office to Delray Beach, FL in 2019.