Position: Investment Manager (Capital Markets)
Schnitzer West, LLC’s Vision, Mission, Promise, Culture, Values, And Goals Are At The Heart Of Every Decision. The Company Takes Pride In – And Fiercely Protects – Its Five Core Fundamental Values
- Disciplined – Prepare for anything. Anticipate, ask questions, and clarify. Own every moment. Don’t run from risk; mitigate it to create value. Keep your eye on the prize while obsessing over the details.
- Driven – Work with passion and ambition. Be relentless and work with urgency.
- Bold – Pioneer true innovation and be motivated by the unknown. Thrive in uncertainty to outperform the expected.
- Authentic – Work without ego and be a doer, not a talker. Be fair but candid and always willing and able to roll up your sleeves.
- ‘Cowboy Family’ – Be all in with the firm; pushing and protecting each other to achieve greatness and exceed all expectations. Take pride in being a difference maker and for making a material impact.
General Position Summary
This position is responsible for developing and evaluating financial models across real estate investments, including assessing assumptions, structuring debt and equity at both the joint venture and fund level, analyzing distribution waterfalls, supporting portfolio monitoring and capital planning.
Review and analyze transaction documentation – including loan and joint venture agreements – to assess key terms, deal structure, and resulting economic implications, and develop and evaluate structuring alternatives.
Prepare materials and recommendations for management, partners, investors, and lenders, including investment committee approval memoranda and presentations. The position may also support capital raising efforts for investment vehicles/funds, platform-level equity, and joint venture partnerships.
Essential Functions / Major Responsibilities
- Develop and maintain complex financial models evaluating debt and equity structures across acquisitions, developments, financings, and recapitalizations; independently assess development and investment pro formas by testing assumptions, identifying inconsistencies, and evaluating alignment with market dynamics and financial principles.
- Analyze and evaluate joint venture agreements, loan documents, and other transaction materials, with a focus on understanding economic terms, structural mechanics, risk allocation, and practical implications for the Company and its stakeholders.
- Support the structuring and execution of transactions, including coordination of internal and external parties, management of diligence workflows, and progression of deals from initial negotiation and structuring through closing; and ongoing portfolio monitoring post-close, including tracking asset performance against underwriting, reviewing operating results and key covenants, and supporting strategic decision‑making.
- Prepare investment memoranda, capital markets materials, and internal analyses to support decision‑making by senior management, partners, and capital providers.
- Conduct targeted market and capital markets analysis to inform underwriting assumptions, capital structuring decisions, and investment strategy.
- Drive processes forward independently, managing multiple work streams and ensuring timely execution across financings, joint ventures, and other strategic initiatives.
- Assist with capital raising efforts, including preparation of materials and analysis for investment funds, joint ventures, and platform‑level equity relationships.
- Support broader strategic initiatives across the Company’s investment and capital markets platform as needed.
- Perform other responsibilities as needed to support the Company’s investment and capital markets objectives.
Requirements Specific
Job Skills
- Advanced proficiency in Excel for complex financial modeling, including development and critical review of real estate cash flow models, underwriting, and capital structures; ability to rigorously test assumptions and ensure alignment with market fundamentals; strong PowerPoint and Word skills for communicating analyses.
- Strong understanding of real estate finance, including debt and equity structuring, return metrics (IRR, NPV, cash‑on‑cash), and joint venture waterfalls.
- Exper…