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Debt Capital Markets & Private Placements Origination Sourcing

Here are sample job advertisements for these types of roles…

CAPITAL MARKETS MANAGER, PORTFOLIO MANAGEMENT

Lazard is a publicly held financial advisory and asset management firm that engages in investment banking, asset management and other financial services primarily with institutional clients. The Firm operates from 42 cities across 27 countries in North America, Europe, Asia, Australia, and Central and South America.Lazard’s Private Capital Advisory Group (“PCA”) is a 60+ person global team with a Secondary/Capital Solutions Advisory business as well as a placement agent business that manages the raising of capital for Private Equity, Private Credit and Real Estate firms. PCA interacts primarily with institutional investors (sovereign wealth funds, public funds, corporate pension funds, foundations/endowments, financial institutions and asset managers). PCA is seeking to hire an Associate with a minimum of three years of experience for its Primary Private Equity and Private Credit fund raising business. This person will play an important role as a Transaction Management team member alongside senior bankers supporting deal management activities primarily for North American based clients. The position will be based in New York and require periodic travel.Primary Fund Raising Team:

  • Twenty two professionals based in North America, most of whom are in New York with access to the balance of the global PCA team as necessary
  • Private Equity and Credit business run by four Managing Directors, three of whom are based in New York
  • Candidate will directly report to two Director level Transaction Managers and be supported by a team of Analysts

Responsibilities:

  • Assist in evaluating and tracking market developments (deals in market, participating investors, current events),
  • Support several Transaction Management teams in conducting fund due diligence, preparing marketing materials and being a point of contact with clients, ideally evolving to primary contact
  • Communicate and strategize with the Private Equity and Private Credit Distribution Team throughout the marketing process to close investor commitments,
  • Work with Analysts to prepare supporting materials required for communication of fund raising information to fund manager clients; communication occurs on a daily and weekly basis and includes coordinating investor roadshows; filtering and relaying investor feedback; completing due diligence requests, and detailing the overall status of the fund-raising.
  • Opportunity to participate in the Secondary/Capital Solutions business as well as the Real Estate fund raising
Candidate Profile:

  • Strong writing skills required for marketing materials
  • Organized and confident communicator internally and externally; ability to seamlessly manage senior client interaction
  • Capacity to multi-task and to manage multiple elements of a fund raising
  • Desire and ability to advance to a Director role as experience and contribution merit
  • Credit and/or Private Equity fund raising experience preferred, either as a placement agent or internal investor relations team member
VP Capital Markets
ATEL Capital Group– San Francisco, CA 94111 (Financial District area)

ATEL Leasing Corporation is one of the largest independent equipment leasing firms in the United States headquartered in the financial district in San Francisco. ATEL invests in a wide variety of assets and industries including mining, manufacturing, construction, transportation, energy, rail, and medical.

We are looking for an individual who, (1) has Minimum 5 years equipment financing or related financial services experience, (2) can source and close qualified Equipment Lease Transactions through external financial institutions (banks and lessors) and financial intermediaries, (3) has strong financial skills including expertise at calculating lease rates, present value, yield, etc…, (4) knowledge of accounting and tax regulation regarding equipment financing, and (5) will travel as required to be successful.

A bachelor’s degree is required and a finance emphasis is preferred. An MBA is preferred. The position will be based in ATEL’s San Francisco Headquarters.

The keys to success include:

  • Discipline approach to target market
  • Aggressively prospect
  • Quickly qualify transactions
  • Initiate and facilitate long term relationships
  • Effectively manage term sheets and proposals
  • Pricing and structuring creativity
  • Skillful negotiating
  • Conduct power ‘face-to-face’ meetings
  • Leadership, positive attitude

We offer a competitive salary, an excellent commission plan, and a standard benefits package.

Please email the following: Please email the following: Resume and 3 business references to Aditi Sah.

Please visit our website athttp://www.atel.com/for more info on our dynamic company.

Job Type: Full-time

Experience:

  • Equipment Financing: 5 years (Preferred)

Education:

  • Bachelor’s (Required)

Location:

  • San Francisco, CA 94111 (Required)
Commercial Real Estate Lending – Vice President, Originations
Amherst – New York, NY 10022 (Midtown area)
Commercial Real Estate Lending – Vice President, Originations
Amherst Capital is a real estate investment specialist. Our real estate expertise is grounded in deep intellectual capital, and one of the world’s most robust U.S. real estate data sets, developed over the past 20 years. We provide investors access to both market-leading data and analysis capabilities, and BNY Mellon’s global distribution strength. We believe that this unique combination enables us to offer a level of investment expertise and technology that is unrivalled in the industry.
At Amherst Capital, we have an innovative and collaborative culture, and believe our meticulous approach to risk control, governance and compliance helps create long-term alignment of our interests with our investors. As the market continues to evolve, we believe that our industry-leading platform provides a clear advantage. Amherst Capital is poised to alter the real estate finance landscape with our distinctive intellectual capital and proprietary data and analytics designed to help clients meet their portfolio needs.
Profile Summary
The Vice President, Originations will be part of the Commercial Real Estate Lending team and will be responsible for the origination and qualification of first-lien real estate loan transactions in line with the investment strategy. The Vice President will have a material business-wide impact, as his or her contribution to the investment process will be key to early stage growth. The successful candidate will report directly to the Head of Originations.
Primary Responsibilities:
• Developing and maintaining a network of external CRE borrower relationships on behalf of the CRE Originations team;
  • Leading the origination and execution of debt investment opportunities, including analyzing, underwriting, structuring, and closing commercial real estate loans;
  • Management of the financial analysis, valuation, and financial modeling of investments;
  • Generating internal approval memoranda for presentation to senior management;
  • Supporting wider CRE team members in deal/credit negotiations;
  • Attending trade shows and other internal/external events such that the firm’s relationships expand and strengthen;
  • Completing other ad-hoc duties as required.
Required Skills:
• BA/BS required; background in Economics/Finance and advanced qualifications (MBA/CFA) preferred;
  • 5+ years’ experience in CRE loan origination and transaction management required; experience in an asset manager, hedge fund, investment bank or private equity firm strongly preferred;
  • Experience in financial modeling;
  • Knowledge of fundamental real estate cash flow and valuation analysis;
  • Strong analytical and business writing skills including synthesizing data and organizing credit memos;
  • Strong interpersonal and organizational skills.

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world (as ranked by S&P Global, April 2018) with total assets of over $2.9 trillion (106.2 (JPY) as of March 30, 2018) and 150,000 colleagues in more than 50 countries. In the U.S., we’re 13,000 strong, working together to positively impact every customer, organization, and community we serve. We achieve this by delivering on our values, putting people first, fostering long-term relationships built on honesty and mutual understanding, and inspiring the best in each other. This is all part of our inclusive, high-performing culture supported by Total Rewards that include our cash balance pension plan. Join a team that’s working to fulfill its vision to be the world’s most trusted financial group.

Responsibilities Include:
Capable of executing complex transactions in the infrastructure space, including financial advisories, with minimal oversight

Contributes significantly to originating and executing complex transactions by working closely with MDs

Leads the deal execution process (origination, term sheet negotiation, credit approval, consultant management, documentation, syndication, closing)

Fully in tune with the “big picture”; manages workflow proactively rather than reactively

Demonstrates strong structuring and negotiating skills; well versed in credit documentation

Has established client relationships and interfaces with clients regularly, including attending the majority of in-person client meetings

Exhibits solid leadership skills and regularly provides meaningful guidance to VPs, Associates and Analysts

Serves as an audit function for internally and externally relevant work product underwriting near flawless execution

Performance reviews partially based on meeting personal financial goals

Serves as a role model for junior colleagues and carries a positive outlook

Qualifications:
Qualifications

Undergraduate degree from a highly ranked institution in a relevant field (economics, business, engineering, etc.) with MBA or relevant graduate degree a plus.

Minimum 8 years project finance related experience with leading financial institutions, investment banks, private equity, or industry (oil & gas, infrastructure, power / utility);

Experience in infrastructure project finance, especially marketing, execution, due diligence, documentation, credit analysis and administration.

Excellent documentation, negotiation and presentation skills.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.