Max Benjamin Partners · 1 day ago
Senior Associate Originations Capital Markets
Max Benjamin Partners is a boutique real estate investment bank that specializes in providing innovative capital solutions to real estate developers and investors. The Senior Associate Originations Capital Markets role involves originating and executing debt and equity transactions, managing the firm's pipeline while collaborating with clients and team members to provide capital market expertise.
AdviceCommercial Real EstateConsultingReal Estate
Responsibilities
Collaborate with the Managing Director and team members to provide capital market expertise to clients
Independently execute transactions from start to finish
Pitch new financing ideas, support acquisition financing, and collaborate on project financing and refinancing opportunities
Maintain regular follow-up and client relationships while identifying new client prospects
Conduct quick analyses and underwriting of commercial real estate transactions
Communicate daily with borrowers, lenders, attorneys, title and escrow officers, and report writers on closing items, changes, and due dates
Develop and maintain detailed checklists and timelines for each transaction
Review loan applications and coordinate loan requirements with third-party vendors, attorneys, and escrow companies
Obtain zoning letters and certificates of occupancy
Gather and submit lender closing items and documentation
Compile invoices and wiring instructions for payment by escrow
Coordinate loan documents and signing
Post-closing: gather loan documentation and submit closing files to the servicing department and the borrower
Maintain and update the pipeline of loans in process in the company tracking system
Perform other related business duties assigned by a supervisor
Qualification
Required
5+ years of experience in real estate capital markets, banking, or related fields. Originations experience required
Substantial knowledge of real estate capital market concepts and the US debt capital markets
Established relationships and experience working with real estate owners and developers
Proven experience in client interaction with annual origination of $50M+
Experience managing junior staff members
Ability to manage multiple projects and work effectively as part of a team and individually
Excellent oral and written communication skills, with the ability to articulate ideas persuasively
Strong analytical and critical thinking skills, with the ability to analyze risk and identify mitigating factors
Experience with title/escrow, real estate law, and underwriting is beneficial
Ambitious with a strong desire to grow and succeed
Strong organizational skills and the ability to manage multiple transactions simultaneously
Strong interpersonal skills and the ability to work well under pressure
Target-driven with a focus on delivering results towards long-term goals
Maintain a high level of confidentiality and exercise independent judgment and analysis
Company
Max Benjamin Partners
Max Benjamin Partners is a real estate advisory firm that specializes in financial brokerage, capital allotment, and consulting services.
Funding
Current Stage
Early StageRecent News
Inside The Valley | Los Angeles Business Journal
2025-03-04
South Florida Business Journal
2024-12-25
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