Hillpointe · 1 week ago
Capital Markets Associate
Winter Park, FL
Full-time
Onsite
Entry, Mid Level
2+ years expHillpointe is a fully integrated real estate development and investment management firm focused on developing market-rate workforce housing across the Sun Belt. The Capital Markets Associate role is crucial for supporting capital raising, investor relations, debt capital management, asset sales, and operational processes related to fund and asset management.
LeasingProperty DevelopmentReal Estate
Responsibilities
Prepare, review, and update investor marketing materials, including fund presentations, track records, due diligence questionnaires (DDQs), etc
Review and distribute quarterly and annual investor updates, financial reports, and executive summaries, ensuring accuracy and alignment with branding standards
Support quarterly investor letter initiatives with timely and professional content
Process subscription documents during capital raises, ensuring timely and compliant execution
Support the issuance of K-1 tax forms and other investor-related documentation
Facilitate assignment transfers, ensuring proper documentation and regulatory compliance
Address investor inquiries, including contact updates, audit confirmations, and ad hoc requests
Assist in capital call and distribution processes, ensuring accuracy and timeliness
Process Blue Sky filings and ensure compliance with state securities regulations
Maintain and update the Hillpointe Investor Portal and CRM system with accurate investor data and interactions
Maintain and update DDQ trackers, dashboards, KPI reports, and other capital markets deliverables
Monitor fund performance metrics and prepare reports for internal and external stakeholders
Manage servicing of existing loans, including ongoing compliance, reporting requirements, and covenant monitoring
Track and monitor key dates in loan documents (e.g., rate step-downs, reserve releases, contingent liability expirations, etc)
Coordinate with Accounting on loan-related payments, reserves, escrows, and reconciliation of lender statements
Respond to lender requests for financial and operating information in a timely manner
Coordinate site inspections, required repairs, maintenance, and other lender-mandated follow-ups
Support the Pre-Development team with survey needs, including post-completion updates
Organize and monitor closing checklists, coordinating with Legal, Accounting, and Development to ensure timely delivery of outstanding items, particularly for bridge and permanent financing
Act as a liaison between Capital Markets, Accounting, Asset Management, Operations, and Development for ad hoc requests
Manage lender portals (e.g., Verify), including onboarding new loans, monitoring covenants, and delivering required documentation
Maintain organized internal loan files, ensuring consistent documentation standards
Maintain and update a database of debt terms for historical context and benchmarking
Prepare loan summaries (e.g., CLDs) and executive updates for senior management
Attend lender calls, manage timelines, and track open deliverables throughout the loan closing process
Manage and maintain the firm’s Sales Tracker, including deals on the market, under contract, and recent sale comparables
Coordinate and organize deliverables for brokers, including annual valuations, broker opinions of value (BOVs), and marketing materials
Prepare internal sales updates and executive summaries for senior leadership
Support brokers in preparing offering memorandums, diligence materials, and property tours
Assist with market research and analysis, including property performance, lease-up velocity, and submarket dynamics
Maintain organized electronic files for each transaction, including historical BOVs, marketing packages, and closing deliverables
Assist with special projects as assigned, including quarterly and year-end valuations, coordination with Asset Management on budgets and pro formas, preparation and review of Debt Books, research assignments, and REO portfolio updates in collaboration with senior leadership
Qualification
Required
Bachelor's degree in finance, business, real estate, or a related field
2–4 years of experience in capital markets, investor relations, debt management, or real estate finance
Preferred
Advanced degree in real estate i.e. MSRE (Master of Science in Real Estate)
Company
Hillpointe
Hillpointe is a real estate development and investment management firm that controls land acquisition, land development, and construction.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Steven Campisi, CFA
Co-Founder and Managing Partner
Recent News
Crowdfund Insider
2026-01-23
2025-12-15
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