Capital Markets Deal Manager

Overview

Brief Description

Middleburg is a vertically integrated real estate investment, development, and construction firm specializing in rental housing across the United States since 2004.

Middleburg is seeking to add a diligent and resourceful leader capable of taking direct ownership over underwriting reliability, and transaction execution, operating with substantial autonomy under Managing Director oversight. This position requires daily collaboration with other departments across the organization including but not limited to Land Acquisitions, Development, Asset Management, Construction, Research, and Property Management. This position requires the ability to synthesize complex financial and development risks into clear, persuasive narratives for investor, lenders, and internal decision-makers.

This position will be full-time, in person, located in the Vienna, VA headquarters (although business travel is required frequently).

Responsibilities

Responsibilities for the position include, but are not limited to the following:

Underwriting and Due Diligence

• Accountable for underwriting conclusions and recommendations presented to Investment Committee, including clear articulation of opportunities, downside risks, mitigation strategies, and conviction level.
• Oversee the work product of Analysts to produce reliable and accurate underwriting.
• Oversee the creation and maintenance of tools, policies, and procedures to ensure best-in-class underwriting and due diligence standards.
• Organize and distribute investor feedback received during on-going marketing efforts.
  
  

Capital Sourcing

• Oversee the work product of Analysts to ensure best-in-class offering memorandums and supplemental marketing materials for investor/lender pitches.
• Manage equity and debt marketing lists, maintaining meticulous notes regarding feedback, approval status, and outstanding diligence questions.
• Facilitate investor/lender diligence by proactively managing data rooms and responding to questions promptly.
  
  

Capital Structuring

• Negotiate equity and debt term sheets, org docs, and loan docs with oversight and approval from Managing Director.
• Draft Investment Committee memos detailing proposed capital structures.
  
  

Closing Transactions

• Manage closing checklists, escalate issues to appropriate authority, and coordinate cross-function collaboration.
  
  

Reporting

Accountable for timeliness and accuracy of various reporting requirements including:

• Quarterly Internal Valuations
• GP Fund Investor Reporting
• Portfolio Management Reporting
• Market Insights Reporting (e.g. Sale Comps)
  
  

Requirements

Qualifications

• Ideal candidates will have progressed from rigorous underwriting roles into capital markets or principal-side execution positions with meaningful transaction responsibility and at least 5 years’ experience
• Expert underwriting capabilities and proficiency in MS Excel
• Excellent communication skills, both verbal and written
• Education: at least a bachelor’s degree in a related subject
• Willingness to work in office full-time
• Willingness to travel frequently as directed by Managing Director
  
  

Summary

What we can offer you:

• Great benefits- We offer comprehensive health and wellness benefits tailored to meet your needs. Choose from two medical plan options, including a company-funded HSA plan with 100% premium coverage for employees. We also provide subsidized options for additional family members, as well as dental and vision plan choices. Other benefits include paid time off, paid volunteer time, and company-paid holidays, a 401(k) match, employer-paid Life and AD&D insurance, and educational reimbursement to support your growth.
• A job that challenges you- Middleburg strives for excellence in knowledge, service, and integrity. Excellence in knowledge means that Middleburg recruits and trains top-notch Team Members who are experts in their field and who continue to improve their industry knowledge. Team Members work together to provide excellent customer service that exceeds customers' expectations.
• Great Culture- We embrace a culture of responsible leadership at all levels of our organization that encourages initiative to advance our mission and vision. We honor the dignity of all people, embrace differences, value new ideas, demonstrate empathy, and strive to promote a caring and supportive environment for all. Our team is building a better world, one community at a time.
  
  

Who is Middleburg Communities?

At Middleburg Communities, we share a vision for greater value creation through community impact. Our success is rooted in a genuine desire to serve our local communities in thoughtful and holistic ways. By enhancing the lives of others, we contribute positively to neighborhoods and maximize real returns for our partners.

Middleburg is a fully integrated real estate investment, development, and construction firm focused on rental housing in high-growth markets across the southeastern United States. Since 2004, the company has acquired and developed over 22,000 apartment units, executing approximately $3 billion in transactions, and is one of the most active developers and builders of rental housing in the nation with approximately $1 billion in recurring annual development value.

https://middleburg.com/

Middleburg Communities is an equal-opportunity employer committed to diversity and inclusion. We welcome qualified applicants from a variety of backgrounds inclusive of their race, color, religion, sexual orientation, gender, gender identity, expression or orientation, genetic information, national origin, age, disability, or status as a disabled or Vietnam-era veteran.