CAPITAL MARKETS MANAGER, PORTFOLIO MANAGEMENT

Swift Real Estate Partners is seeking a real estate professional to join its Portfolio Management Group with a specific focus on debt management.  In this dynamic role, the successful individual will play a vital part in debt financing and portfolio management, with the opportunity to build and apply a unique blend of skills, including financial analysis, marketing, transactions structuring, negotiation and client management.

 

Do you have at least 5 years of capital markets management experience and debt financing experience at both the property and fund level?

 

Are you considered a “go to” person when it comes to cash flow and valuation analyses of real estate assets?

 

Are you entrepreneurial with an energetic spirit, yes-can-do attitude where no job is too big or small?

 

Would you like to work for a great company that offers a collaborative team environment, exciting growth opportunity and values its employees?

 

If you answered “yes” to the above and are ready to dive into an amazing opportunity, then we are looking for you! 

 

ESSENTIAL DUTIES & RESPONSIBILITIES

Partnering with the VP of Portfolio Management you will take a lead role on debt financing and assist with other areas of portfolio management, providing analyses to Swift’s senior leadership team.  The Capital Markets Manager serves as a key centerpiece in facilitating the flow of information and analysis between the properties with Asset Management, Lenders, Accounting, Senior Management and Investors.

 

Debt Financing

• Debt Management:  Oversee the debt management platform at Swift as a portfolio, by constantly looking for areas where the firm can leverage its strength and relationships as a borrower with a focus on concentration issues with specific lenders, maturity schedules and covenant monitoring.
• Loan Origination/Refinancings: Lead the lending process by working with the Asset Management team to secure financing on new acquisitions. This includes maintaining lender relationships, broker relationships, identifying new lenders, negotiating all aspects of the financing with the lender and Swift’s attorneys, etc.
• Lender Compliance: Prepare the reporting required under the individual asset loan agreements and subscription line agreements and monitor for any potential issues and propose resolutions in advance of any issues.
• Loan Draws/Repayments: Prepare loan draw requests on individual asset loan agreements and subscription line agreements, as well as repayments in conjunction with sales, refinancing’s or operating cash flows.

 

Analyses

• Portfolio Models:  Create, maintain, and contribute to portfolio and asset models that track actual and forecast financial events, project most likely performance scenarios, and calculate anticipated internal rates of return, distributions, priority and promote distributions, etc.  Improve models as necessary.

• Participate in valuation process and work with the Asset Management Group to ensure fairness of valuation for all properties under Swift’s control.
• Ad Hoc Analyses: Perform analyses upon request by the VP of Portfolio Management and VP Asset Management, the CIO and other senior management team members, as well as Investors.

 

Reporting

• Quarterly Reports: Participate as a reviewer of all information (financial statements, returns, property information, operating statistics) for reasonableness and consistency.  Perform analyses and produce all drafts of quarterly/annual reports, including Executive Summaries.  Coordinate the final report production.
• Asset Management Plans:  Review all information (budget projects, returns, property information, operating statistics) for reasonableness and consistency.  Perform analyses and produce all drafts portfolio level plans.  

• Operating & Investment Committee Strategic Updates:  Perform analyses and produce all drafts of memos and attachments.  
• Periodic Reports:  Review and confirm responses to periodic consultant requests by reporting manager and perform analyses for periodic partner requests.

 

Requirements and Preferences

• Outstanding quantitative, analytical and computer skills with proficiency in Argus and Excel.
• Strong knowledge of financial statements and accounting principles.
• Excellent verbal and written communication skills.

• Strong planning & organization skills.
• Excellent leadership skills with ability to influence others for a successful outcome.
• Adaptability.

About Swift Real Estate Partners:

Swift is a vertically-integrated real estate operating company founded in 2010 with a focus on West Coast value-add office and industrial properties. Swift has a proven track record of superior risk-adjusted returns to its partners. Swift owns and operates approximately 5 million SF of office/industrial assets throughout California and the Pacific Northwest. 

 

About Our Benefits:

In exchange for your talents and dedication, Swift Real Estate Partners offers a comprehensive healthcare and flexible spending benefits plan that includes full coverage of the employee’s healthcare premiums, and coverage at 50% for dependents premiums.  In addition, we offer competitive salaries and bonus opportunity, an excellent 401(k) plan with an annual % contribution to all employees 401(k) account; 12-holidays per year; and a Community Service Day. 

 

If you fit the profile above and would like to work for a thriving company, we look forward to receiving your resume in a Word document along with your salary expectations. 

EOE.  M/F.D.V.  No phone calls from recruiters please.