What are the responsibilities and job description for the Capital Markets Associate position at Woodlock Capital?
About Woodlock Capital
Woodlock Capital is a client-focused boutique real estate firm nestled in the vibrant heart of downtown Charleston, SC. Specializing in commercial investment brokerage, we have garnered a reputation for excellence and have transacted on assets in excess of $400 million across the following asset classes: Multifamily, Build To Rent, Hospitality, Industrial, Retail, and Land. Anchored by the guiding principle of integrity, we prioritize transparency, honesty, and ethical practices in all our interactions. At Woodlock Capital, we remain committed to upholding the highest standards of professionalism, client satisfaction, and exceeding expectations at every turn.
Position Overview
The Capital Markets Associate will play a key role in executing equity and debt placements across multiple asset classes. The role blends institutional-grade underwriting and process management with relationship-building and investor engagement in a collaborative, entrepreneurial environment.
Key Responsibilities
- Underwrite and structure transactions, including detailed financial modeling, sensitivity analyses, and return scenarios.
- Prepare professional offering materials and manage data rooms, diligence items, and transaction timelines.
- Coordinate communication between sponsors, lenders, investors, and legal teams throughout the capital raise and closing process.
- Conduct market research and maintain active relationships with capital sources to support deal execution and business development.
- Support senior leadership with pipeline tracking, investor presentations, and process optimization.
Qualifications
- Active Series 7, 63, 79 (or be able to complete in the short-term)
- Minimum 3 years of relevant experience in commercial real estate capital markets, investment sales, or debt/equity placement.
- Proven background across a variety of asset classes.
- Advanced Excel and PowerPoint proficiency; strong written and verbal communication skills.
- Highly organized, self-motivated, and strong interpersonal skills.
- Willingness to travel for sponsor and investor meetings as required.
- Based remotely or in Charleston, SC.
