Associate, Capital Markets Real Estate

Key Responsibilities and Duties

• Facilitates and supports the due diligence process between the investment team and potential lenders for equity and debt financing opportunities.
• Prepares the initial draft financing offering memorandums for in-house or third-party broker lead financing requests.
• Assists senior team members in the financial analysis of lender quotes and hedging strategies to determine optimal leverage outcomes for the debt and equity businesses.
• Participates in discussions with the relevant portion of the investment and portfolio management teams with any financial or other input required for Investment Committee memos.
• Facilitates senior team members with the loan or facility closing process with internal and external stakeholders.
• Facilitates senior team members with any required ad hoc analysis of financial and operating performance to assist with investor, client and lender due diligence for sector fund products.
• Interfaces with key internal groups including debt capital markets, research, legal, accounting and treasury.
• Prepares analysis and helps monitor market dynamics and trends while seeking the input of the Nuveen Real Estate research team and other professionals in analytic activities.
• Starts to develop relationships with key external market participants including investment sales brokers, mortgage bankers, investors, and lenders.

Educational Requirements

University (Degree) Preferred

Work Experience

2+ Years Required; 3+ Years Preferred

Physical Requirements

Physical Requirements: Sedentary Work

Career Level

6IC

Required Experience:

• 2+ years of real estate financing or real estate banking

Preferred Experience:

• Ideal candidate is already operating within an existing debt capital markets department and has experience arranging financing for real estate investments.
• Strong communication skills with demonstrated ability to interact directly with both internal and external stakeholders.
• Exposure to structured lending and lender relationship management.
• Ability to evaluate financing options across different capital providers (banks, insurance companies, debt funds and public markets.
• Experience working across multiple product types including senior loans, mezzanine debt, preferred equity, subscription facilities or warehouse financing.

Additional Responsibilities:

• Support sourcing, structuring, negotiation, and execution of fund-level and asset-level financing transactions.
• Maintain lender relationship database and track wallet share across strategic lending relationships.
• Assist with market intelligence, lender feedback and competitive benchmarking.
• Prepare materials for lender meetings, capital partner reviews and executive presentations.
• Coordinate diligence and information flow among internal teams, lenders, legal counsel and third party advisors.
• Facilitate portfolio management teams monitoring and analysis of covenant compliance, borrowing capacity and facility utilization.

Pay Transparency

N/A