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Willton is looking to hire a Director of Capital Markets.  The person would be responsible for raising both Equity and Debt for the firm. 

Responsibilities:

1. Build, lead, and manage the capital market team;
2. Build the capital market business plan, strategy, and mechanism base on the company’s business plan; 
3. Determine the target investor and design various products suitable for different types of investors; 
4. According to the company’s annual business plan on capital needs, create annual and quarterly work plans and capital raising goals;
5. Preparation of all materials for potential investors, including but not limited to marketing materials, due diligence materials, legal documents etc;
6. Managing investor relationships and preparing all materials for existing investors, including but not limited to quarterly and annual report, market updates etc;
7. Responsible for all capital raising negotiations, review of all related documents; 
8. Exploit capital raising channels, investor resources. Establishing and filing potential investor lists. Responsible for marketing and organizing all marketing activities; 

Qualifications

• Ideally 10+ years of experience raising equity and debt from HNW individuals, institutions, funds, etc.
• Ideally 2+ years of experience leading a capital market team and be responsible for all perspectives related to capital raising. 
• Have good resources of investor pool
• Know how to think outside of the box
• Must have experience in structuring real estate deals throughout the United States
• Strong verbal skills and ability to influence others is a MUST
• Prior management skill is a plus, the individual will eventually be responsible for building the entire Capital Markets group
• Skill on Excel
• Series 7 prefer
• Travel will be minimum (10%)

The position requires knowledge in real estate and finance. The ideal candidate will conduct quantitative and qualitative analysis across various projects to optimize company growth and business. You will manipulate datasets, create financial models, and summarize findings in a succinct manner. The position will work closely with the Senior Associate and Director of Acquisitions in the investment team focused on acquisitions, and support asset management team during investment management. We offer a competitive salary and benefits package. Total compensation is commensurate with experience.

Responsibilities:

1. Collect and analyze data to conduct market research and comp analysis, and assist in drafting investment summaries and memoranda;
2. Financial modeling. Prepare and review sophisticated financial models for potential investments, including but not limited to project pro-forma, joint venture equity structuring, evaluate return metrics such as IRR’s, multiple on equity, cash on cash, etc.;
3. Assist in asset management activities; including but not limited to updating asset management report and managing financial model during investment cycle;
4. Support acquisition and asset management team during due diligence process;
5. Support the company by executing firm’s process driven approach for value creation and implementing standard investment and asset management procedures;
6. Support company’s business operation and capital markets efforts including but not limited to marketing, event preparation, and ad hoc tasks.

Qualifications

• Minimum 2-3 years of work experience in real estate investment/development;
• Minimum Bachelor’s degree in a related major (Real Estate, Business Administration, Finance, Economics, Accounting, Math, Statistics, Marketing, etc.);
• Strong analytical skills. Ability to collect and analyze market data and underwrite a broad range of multi-family transactions;
• Advanced proficiency in Microsoft Office suite and skills in creating and using Excel financial models (both DCF and waterfall distributions). An Excel test will be administered as part of the interview process;
• Familiarity with real estate data analytics such as RealPage, Axiometrics and CoStar;
• Excellent written and verbal communication skills;
• Detailed oriented, self-starter/learner with strong independent problem solving and multi-tasking skills to meet deadlines.

This position is responsible for supporting the supervision and oversight of all construction, development and  Asset management activities in his/her portfolio of properties. Relies on extensive experience and judgment to perform a variety of tasks and accomplish objectives. This position reports directly to executive management. Responsibilities include, but are not limited to:

Principal Duties and Responsibilities

1. Under the direction of the Director of Asset Management and Development, tasked with oversight on execution on all projects. He or she supervises, leads and directs all financial and project management related decisions.
2. Interface with Sponsor partners on all project and operational matters to monitor construction progress, change orders, trends, consistency with project documents, legal agreements and approvals.
3. Assists in the monthly preparation of internal asset management reporting
4. Monitor and track market activity to maintain each project’s position against competitive offerings.
5. Direct involvement in the assessment and due diligence of potential project acquisitions.
6. Manages to operational objectives by providing information and recommendations to strategic plans and reviews, preparing and completing action plans, implementing production, productivity and quality standards, resolving problems, completing audits; identifying trends, and implementing change.
7. Meets financial objectives by forecasting requirements, preparing a budget, scheduling expenditures, analyzing variances, and initiating corrective actions.
8. Avoids risk by analyzing data, anticipating, identifying and mitigating risk factors. Quick determination of problems and makes decisions to solve them
9. Responsible for the overall planning and implementation of strategy to best accomplish goals set forth by executive management.
10. Perform site visits and inspections at properties to ensure practices and procedures are being followed including quality management and safety, adherence to schedule and resolution of possible issues.
11. Serves as liaison between Sponsor and Willton to keep interests aligned, promote cohesiveness, resolve issues and ensure that the needs of both teams are met.
12. Meet regularly with project, construction and management teams to discuss and address issues related to the assets. Provide direction on critical needs items and escalate any items to executive level management when needed.
13. Serves as primary contact to executive management/ownership for projects through regular progress reporting and/or meetings.
14. Updates job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, participating in professional organizations.

Requires 5+ years of real estate experience. Preferably in development or project management.

Required Skills and Attributes

• Requires 5+ years of real estate experience. Preferably in development or project management.
• Appropriate educational credentials required. Preferably in construction management, engineering, architecture, real estate development or related field
• Familiarity with a wide variety of field concepts, practices and procedures.
• Understanding of construction and operational costs with the ability to review values and budgets.
• Requires strong quantitative and analytical abilities.
• Requires outstanding verbal and written communication skills.
• Requires the ability to communicate with and develop effective working relationships with others in a team oriented and deadline driven environment.
• Requires excellent organizational skills.
• Requires exceptional time management skills. Ability to set clear timelines for task due
• Requires excellent computer skills with advanced knowledge of Excel, Word and Project Management Software.
• Must be a team player who loves to brainstorm, can think independently and will be committed to the company.
• A wide degree of creativity and latitude is expected.
• Ability to generate ideas, present options and have the flexibility to modify a plan of action as the situation warrants.
• Willing to travel when necessary.

(includes Part-Time & Full-Time Internships)

This position will work closely with the Analyst and Senior Associate, support the investment and asset management team to underwrite and asset manage development and renovation projects. This hands-on position is geared towards a candidate who is demonstrate strong interest in real estate, detail-oriented, highly-motivated, self-starter, reliable, and juggle multiple tasks at once. The candidate will be exposed to all aspects of real estate investment and development. The firm offers great opportunity to learn and grow.

Scope of internship includes but not limited to:

• Assist in conducting market analysis and compiling data from various sources such as AxioMetrics and cold-calls
• Assist in preparation of internal asset management and investment reporting
• Assist in the review of Sponsor provided project status materials
• Assist in financial modeling in excel
• Assist in assessment and due diligence on acquisitions
• Update and optimize marketing materials
• Occasional participation in leasing/construction/operational meetings/calls

Qualifications:

• Relevant experience preferably with real estate companies
• Understanding of basic real estate and financial terms
• Proficiency with Microsoft Office suite, must be proficient in Excel
• Excellent written and verbal communication skills
• Excellent time management and organizational skills, ability to handle multiple tasks simultaneously in an entrepreneurial environment
• Self-starter, diligent and reliable worker, team player
• Bachelor’s Degree in real estate, finance or math/engineering, or 1st year Graduate Degree

Benefits:

• Stipend for work transportation and meals
• Work hours (Part-time & Full-time), minimum 6 hours a day. Able to commit approximately 20 hours per week for part-time internship

Internship/Volunteer Option:

• The role is listed as an internship because it’s the student’s choice. Academic credit for internship available upon application.
• Many universities have an independent study program or courses to help accommodate course credit for internships.
• The course is likely 1-4 units based on the number of hours expected inside and outside the class per week. For example, a one-unit internship would mean a commitment of one-hour meeting per week and 1 hour of work per week.
• You likely need to get a professor at your university to sponsor your independent study. The purpose of this professor will be to approve the internship scope, activities, and goals and to help ensure that you are meeting those goals and that employers are not taking advantage of your time. Many business professors would be happy to sponsor you if you come into a meeting with them with a proposal prepared. We will be happy to help you design that proposal.
• Some universities do not require a professor to sponsor you, but they may require the direct supervisor of the employer to have a Master’s degree. Our senior executives have MBA, which will satisfy that requirement.
• In the case of universities with this mechanism in place, unique considerations may have to be created, and we are happy to speak with your career advisor about accommodating your school’s systems and protocols to get you the credit you deserve.

Unpaid vs Paid Internship

(FLSA Compliance Notice according to USDOL Factsheet #71)

1. The extent to which the intern and the employer clearly understand that there is no expectation of compensation. Any promise of compensation, express or implied, suggests that the intern is an employee—and vice versa.
2. The extent to which the internship provides training that would be similar to that which would be given in an educational environment, including the clinical and other hands-on training provided by educational institutions. YOU WILL BE GIVEN REAL LIFE TASKS AND THERE IS A DEFINED 90 DAY PROGRAM. IF YOU ESTABLISH A FORMAL INTERNSHIP FOR CREDIT, YOU WILL BE GIVEN A GRADE.
3. The extent to which the internship is tied to the intern’s formal education program by integrated coursework or the receipt of academic credit. SEE ABOVE
4. The extent to which the internship accommodates the intern’s academic commitments by corresponding to the academic calendar. THIS IS LEFT UP TO THE STUDENT TO DEFINE.
5. The extent to which the internship’s duration is limited to the period in which the internship provides the intern with beneficial learning. THIS IS LEFT UP TO THE STUDENT TO DEFINE.
6. The extent to which the intern’s work complements, rather than displaces, the work of paid employees while providing significant educational benefits to the intern. THE INTERN’S WORK COMPLEMENTS THE ROLE OF THE ANALYST BECAUSE THE EXPERTISE DESIRED IS LARGELY DRIVEN BY INTEREST AND FUTURE CAREERS WHICH RESULTS IN SIGNIFICANT EDUCATIONAL BENEFIT
7. The extent to which the intern and the employer understand that the internship is conducted without entitlement to a paid job at the conclusion of the internship. THE INTERN IS NOT ENTITLED TO A JOB AT THE CONCLUSION OF THE INTERNSHIP.

This position is responsible for supporting the supervision and oversight construction, development and asset management activities for Willton Investment Management. Relies on knowledge and judgment to perform a variety of tasks and accomplish objectives. This position reports directly to executive management. Responsibilities include, but are not limited to:

Principal Duties and Responsibilities

1. Under the guidance of the Director of Asset Management and Development, will support the oversight of execution on all projects. He or she will provide asset and project management related functions.
2. Assists in the regular preparation of internal asset management reporting
3. Interface with Sponsor partners on project and operational matters to monitor construction progress, financial performance, change orders, trends, consistency with project documents, legal agreements and approvals. Reports findings to Director of Asset Management and Development.
4. Involvement in the assessment and due diligence of potential project acquisitions.
5. Aids management in the overall planning and implementation of strategies to best accomplish goals set forth.
6. Meet regularly with project, construction and management teams to discuss and address issues related to the assets. Provides input to management on critical needs items and provides assistance with resolution.
7. Collect, file and evaluate 3^rd party resources and vendors
8. Updates job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, participating in professional organizations.
9. Enhances department and organization reputation by accepting ownership for accomplishing new and different requests and exploring opportunities to add value.

Required Skills and Attributes

• Requires 3-5 years of real estate experience. Preferably in development, project management, construction or asset management.
• Appropriate educational credentials required. Preferably in construction management, engineering, architecture, real estate development or related field
• Familiarity with a variety of field concepts, practices and procedures.
• Requires strong quantitative and analytical abilities.
• Requires outstanding verbal and written communication skills.
• Requires the ability to communicate with and develop effective working relationships with others in a team oriented and deadline driven environment.
• Requires excellent organizational skills.
• Requires exceptional time management skills. Ability to set clear timelines for tasks due.
• Requires excellent computer skills with advanced knowledge of Excel, Word and Project Management Software.
• Must be a team player who loves to brainstorm, can think independently and will be committed to the company.
• A wide degree of creativity and latitude is expected.
• Ability to generate ideas, present options and have the flexibility to modify a plan of action as the situation warrants.
• Requires acute attention to detail.
• Monthly travel required