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Equity and Structured Finance Advisor

Capstone Companies

Equity and Structured Finance Advisor

Charlotte, NC +2 locations
Full Time
Paid
  • Responsibilities

    Capstone is the #1 privately owned multi-family brokerage nationwide. Capstone has become a nationally known and respected leader in multi-housing investment sales, with more than $12B+ in closed transactions and is an Inc. 5000 company given our tremendous growth. Our core values (Be a self-starter, egos checked at the door, embrace the chaos) act as an unwavering guide in what we do daily.

    WHO SHOULD APPLY?

    This is a unique opportunity to grow in one of the hottest sectors in the industry and learn the business from the best of the best. Are you someone who:

    • Has a natural competitive edge
    • Appreciates structure but wants freedom to make big things happen
    • Wants to be part of a winning team that supports each other
    • 3-5 years of real estate capital market (debt & equity finance) experience
    • Excellent communication skills—written, verbal and non-verbal (the ability to “read” people and anticipate unspoken needs is hard to teach, but very important in this business)
    • An engaging personality who can work with a variety of people, conduct meetings with clients, and build rapport with prospects
    • Sense of urgency and natural ability to triage emergencies
    • Ability to organize and manage multiple tasks (because much is going on at any one given time)
    • Highest level of ethics and true commitment to always do the right thing
    • Entrepreneurial mindset—as a contingent fee business, there is no guaranteed salary and there is rarely someone telling you exactly what to do
    • The ability to close a long sales process
    • Understanding of commercial real estate debt & equity finance
    • Basic computing skills, specifically MS Office
    • Professionalism, drive, and eagerness to learn

    CORE RESPONSIBILITIES

    • Continue the Firm’s equity and structured finance advisory business development efforts and initiatives nationally.
    • Operate in your Primary Service Line for third-party equity and debt financing. This includes business development, client relations, transaction oversight, day to day brokerage activities, implementation of Firm initiatives and growth strategies, market interaction (sponsors, investors, and brokers), and continual self-education of industry knowledge and your markets of coverage.
    • You will be expected to divide your services and time amongst business development, client service, brokerage services, and other initiatives of Capstone as determined by the Firm.
    • Grow and cultivate Capstone’s regional owner, investor, developer, and investor CRM database to include owner records, contact information, contact tracking, and follow-up scheduling.
    • Attend brokerage sales-focused Firm meetings and assist with preparation for client meetings and deliverables.
    • Assist in Firm database management and content updating.
    • Interact and work in conjunction with the Firm’s Investment Advisory Team in various on-going transactional needs, client relations, and business development initiatives.
    • Intimate involvement in the lead generation, relationship building, and sales processes, both from an individual and organizational standpoint.
    • Collaboration with other Capstone offices and regions in the pursuit of client engagement.
    • Always maintain a professional demeanor and appearance and be timely and reliable with the agreed upon delivery schedule for all project assignments.
    • Additional roles and responsibilities, as well as individual and market center performance goals and hurdles will be determined in the coming months.

    COMPENSATION

    • Competitive commission package
    • Full commissioned brokers typically take home $200,000+ annually
    • Bonus opportunities
    • Eligible to earn firm-wide award trip
    • Ability to participate in our company health insurance plan

    Capstone is an equal opportunity employer committed to creating an inclusive environment for all employees, clients, customers, and community.

  • Locations
    Denver, CO • Charlotte, NC • Dallas, TX