Head of Capital Markets

The Company:

Founded over four decades ago, our client is a prominent real estate firm executing a strategic relocation of its corporate headquarters and executive leadership team from the Boston to the Fort Lauderdale/Boca Raton, FL area; a move that anchors the company's next chapter of growth in one of the nation's most dynamic investment markets. This transition reflects a deliberate expansion of the firm's portfolio footprint and investment strategy into the Southeast, positioning the company to capitalize on the region's sustained population growth, capital inflows, and long-term demand fundamentals across the Sunbelt.

While building out this expanded Southeast presence, the firm continues to operate across select metropolitan markets nationwide, with a portfolio built through strategic acquisitions across Massachusetts,Ohio, Pennsylvania, Michigan,Maryland, Florida, Texas, North Carolina, and Illinois. Backed by a sustained track record of success, the company's intentional, advantage-driven strategy consistently secures the trust and loyalty of its investors and partners. Guiding principles remain an insistence on quality, a reliance on sound investment strategies, and a commitment to seeking out opportunities that require the solution of complex real estate problems with disciplined execution across acquisition, development, financing, and asset management, and continual focus on exit strategies designed to maximize returns.

Position Overview:

The Head of Capital Markets is a direct report to the Founder & Chairman and will serve as the firm's lead capital raiser, responsible for building and scaling the company's equity and debt capital base to support its expanding multifamily investment pipeline particularly as the firm deepens its footprint in the Southeast. Working in close collaboration with the Chief Investment Officer, this individual will drive fundraising strategy, cultivate and expand relationships with institutional investors, family offices, and equity partners, and structure innovative capital solutions that secure optimal economics for the company.

This is a high-impact, external-facing role for a proven capital markets professional who thrives on originating new investor relationships, running fundraising processes, and structuring transactions. While the role carriessome exposure to business operations and cross-functional investment support, the mandate is fundamentally that of a traditional capital raiser someone who will be judged on capital secured, investor relationships built, and deal structures executed.

Key Responsibilities Include:

Capital Raising & Investor Relations

1. Lead all fundraising efforts across equity capital sources to finance the company's multifamily investment pipeline, with particular focus on capital supporting the firm's Southeast expansion.
2. Originate, cultivate, and manage relationships with institutional investors, family offices, high-net-worth individuals, and equity partners.
3. Structure and negotiate innovative transaction and capital structures to optimize economics and terms for the company.
4. Develop and execute a capital markets strategy that broadens and diversifies the firm's investor base over time.
5. Serve as the primary point of contact for prospective and existing capital partners throughout the fundraising lifecycle.

Transaction Structuring & Execution

1. Partner with the CIO on underwriting and structuring for acquisitions, determining optimal leverage, and securing financing including preparation of Requests for Financing.
2. Promote the company brand in the market to build and manage relationships with brokers, lenders, and capital markets intermediaries.
3. Advise ownership on financing structures and market positioning for new investment opportunities, including those tied to the firm's expanding Southeast pipeline.

Investor Reporting & Communication

1. In conjunction with the CIO and CFO, define investor reporting needs and standards; oversee preparation and delivery of investor reports.
2. Communicate investment performance and strategic updates to the investor base, ensuring transparency and confidence throughout the capital relationship.

Strategic & Cross-Functional Support

1. Serve as a senior advisor to company ownership on capital strategy, market positioning, and growth opportunities tied to the firm's Southeast expansion.
2. Partner with finance, development, operations, legal, and risk teams as needed on revenue forecasting and business planning, primarily as it relates to capital strategy and investor commitments.
3. Support the development and communication of corporate strategy as it pertains to capital formation and investor relations.

Qualifications:

1. BS/BA degree. CFA, M.S. and/or MBA preferred.
2. Minimum of 15 years of relevant experience in commercial real estate capital markets, fundraising, or institutional investor relations.
3. Demonstrated track record of originating and closing capital relationships with institutional investors, family offices, or equity partners.
4. Previous real estate loan financing experience required.
5. High level of proficiency in MS Office, Yardi, Argus (Excel, Word, PowerPoint, Outlook).
6. Strong interpersonal, negotiation, and communication skills; comfortable operating as the external face of the firm with capital partners.
7. Strong problem-solving and time management skills with the ability to exercise sound judgment based on accurate and timely analyses.
8. High level of integrity, dependability, and ability to work in a discrete and confidential manner.
9. Nimble, high-energy, entrepreneurial mindset suited to a growth-stage capital markets function

Salary:

1. Base Salary: Up to $500,000 with incentives

Compensation will be based on experience and include a bonus and benefits.