What are the responsibilities and job description for the Capital Markets Associate position at Holladay Properties?
Enriching lives through investment and service is the core mission at Holladay. This role supports our mission by playing a key part in executing financing transactions, conducting research, and preparing offering documents.
Key Responsibilities
- Assist in Financing Transactions: Support strategy development and implementation to raise capital, including due diligence and financial modeling.
- Prepare Offering Documents: Create detailed documents, pitch books, teasers, and investment summaries for potential investors.
- Manage Debt Portfolio: Oversee the debt portfolio, ensuring optimal performance and compliance.
- Run Financial Analysis: Perform comprehensive analysis to support various transactions and investment decisions.
- Assemble Loan Packages: Assemble and prepare loan packages for submission to lenders, ensuring all necessary documentation is included.
- Manage Lender Reporting: Handle regular reporting to lenders, maintaining accurate and up-to-date records.
- Test Financial Covenants: Monitor and test financial covenants to ensure compliance with loan agreements.
- Handle Guarantor Entities and Fees: Manage guarantor entities and associated fees.
- Coordinate Financial Transactions: Facilitate coordination of financial transactions, ensuring all parties are aligned and deadlines are met.
- Support Sale Closing Process: Assist in closing sales, ensuring all financial aspects are accurately handled.
Requirements
- Bachelor's degree in Finance, Economics, Business, or a related field.
- Minimum 4 years of experience in capital markets, investment banking, or a related area.
- Strong analytical and quantitative skills.
- Excellent communication and presentation abilities.
- Proficiency in financial modeling and market research tools.
- Ability to work effectively in a fast-paced, team-oriented environment.
Holladay Mission and Values
- Mission: Enriching lives through investment and service.
- ENRICH Values:
- Entrepreneurial - We dream, take risks, challenge conventional wisdom, innovate, create, and inspire change.
- Nurture - We encourage growth and development of each other, clients, and communities.
- Respect - We recognize the inherent value of others.
- Integrity - We do the right thing, exhibiting a high moral compass.
- Community - We are a family, have fun, serve others, give freely of our resources, and make our communities and world a better place.
- Health - We support physical, financial, and professional health and well-being of each other and those we serve.
Compensation
Capital Markets Associate compensation will be based on experience and qualifications, subject to local, state, and regional dynamics.
