Capital Markets Manager

Key Responsibilities

• Evaluate, structure, and execute debt, equity, refinancing, acquisition financing, and other strategic capital initiatives.
• Build and maintain financial models, including financing scenarios, cash flow forecasts, debt capacity analyses, returns analyses, sensitivity cases, and transaction economics.
• Prepare executive-ready presentations, financing materials, lender and investor updates, data books, management responses, and decision-support analyses.
• Cook up transaction processes, due diligence, workplans, timelines, approvals, closing requirements, and post-closing deliverables.
• Monitor debt facilities, liquidity, maturities, covenant requirements, interest expense, hedging considerations, and capital structure performance.
• Partner with Accounting, FP&A, Treasury, Tax, Legal, Real Estate, Development, and Operations to gather, validate, and present financial and operating information.
• Manage recurring reporting and information requests from lenders, investors, rating agencies, advisors, and other capital partners as assigned.
• Conduct market research and benchmarking related to interest rates, credit markets, financing structures, valuation, and relevant industry activity.
• Identify risks, opportunities, and data gaps; elevate issues early and present clear recommendations to the SVP of Capital Markets.
• Handle highly confidential financial and strategic information with exceptional judgment, professionalism, and discretion.
• Works directly with the SVP of Capital Markets and partners cross-functionally with Executive Leadership, Finance, Accounting, FP&A, Treasury, Tax, Legal, Real Estate, Construction, Development, and Operations.
• Coordinates with lenders, investors, financial institutions, consultants, and outside advisors.

Requirements

• 4-6 years of progressive experience in capital markets, investment banking, corporate finance, private equity, credit, transaction advisory, treasury, or a closely related field.
• Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline.
• Demonstrated experience building complex financial models and translating analysis into executive-level recommendations.
• Strong knowledge of debt and equity financing, credit analysis, valuation, transaction execution, financial statements, and cash flow analysis.
• Advanced proficiency in Microsoft Excel and PowerPoint with the ability to produce accurate, executive-ready work products.
• Proven ability to manage multiple high-priority workstreams, deadlines, stakeholders, and confidential matters with limited supervision.
• Excellent analytical, written, verbal, organizational, and project-management skills.

PREFERRED QUALIFICATIONS

• MBA, CFA, progress, CPA, or other relevant advanced credential.
• Experience supporting multi-site, real estate-intensive, retail, hospitality, fuel, transportation, or rapidly growing operating businesses.
• Experience with acquisitions, refinancing, lender diligence, debt compliance, investor materials, or rating-agency processes.
• Familiarity with financial data platforms, treasury systems, reporting tools, and transaction data rooms.