Investment Manager (Capital Markets)

Description

The Company:

Schnitzer West, LLC’s vision, mission, promise, culture, values, and goals are at the heart of every decision. The Company takes pride in – and fiercely protects – its five Core Fundamental Values:

• Disciplined – Prepare for anything. Anticipate, ask questions, and clarify. Own every moment. Don’t run from risk; mitigate it to create value. Keep your eye on the prize while obsessing over the details.
• Driven – Work with passion and ambition. Be relentless and work with urgency.
• Bold – Pioneer true innovation and be motivated by the unknown. Thrive in uncertainty to outperform the expected.
• Authentic – Work without ego and be a doer, not a talker. Be fair but candid and always willing and able to roll up your sleeves.
• ‘Cowboy Family’ – Be all in with the firm; pushing and protecting each other to achieve greatness and exceed all expectations. Take pride in being a difference maker and for making a material impact.

This unwavering focus has established Schnitzer West, LLC as a recognized and respected industry leader, underpinning superior communication, decisive decision-making, diversity of thought, and a disciplined, entrepreneurial, and innovative standard of business and investment practice.

General Position Summary:

This position is responsible for developing and evaluating financial models across real estate investments, including assessing assumptions, structuring debt and equity at both the joint venture and fund level, analyzing distribution waterfalls, supporting portfolio monitoring and capital planning.

Review and analyze transaction documentation – including loan and joint venture agreements – to assess key terms, deal structure, and resulting economic implications, and develop and evaluate structuring alternatives.

Prepare materials and recommendations for management, partners, investors, and lenders, including investment committee approval memoranda and presentations. The position may also support capital raising efforts for investment vehicles/funds, platform-level equity, and joint venture partnerships.

Essential Functions/Major Responsibilities: 

1. Develop and maintain complex financial models evaluating debt and equity structures across acquisitions, developments, financings, and recapitalizations; independently assess development and investment pro formas by testing assumptions, identifying inconsistencies, and evaluating alignment with market dynamics and financial principles.
2. Analyze and evaluate joint venture agreements, loan documents, and other transaction materials, with a focus on understanding economic terms, structural mechanics, risk allocation, and practical implications for the Company and its stakeholders.
3. Support the structuring and execution of transactions, including coordination of internal and external parties, management of diligence workflows, and progression of deals from initial negotiation and structuring through closing; and ongoing portfolio monitoring post-close, including tracking asset performance against underwriting, reviewing operating results and key covenants, and supporting strategic decision-making.
4. Prepare investment memoranda, capital markets materials, and internal analyses to support decision-making by senior management, partners, and capital providers.
5. Conduct targeted market and capital markets analysis to inform underwriting assumptions, capital structuring decisions, and investment strategy.
6. Drive processes forward independently, managing multiple workstreams and ensuring timely execution across financings, joint ventures, and other strategic initiatives.
7. Assist with capital raising efforts, including preparation of materials and analysis for investment funds, joint ventures, and platform-level equity relationships.
8. Support broader strategic initiatives across the Company’s investment and capital markets platform as needed.
9. Perform other responsibilities as needed to support the Company’s investment and capital markets objectives.

Requirements

Specific Job Skills:

1. Advanced proficiency in Excel for complex financial modeling, including development and critical review of real estate cash flow models, underwriting, and capital structures; ability to rigorously test assumptions and ensure alignment with market fundamentals; strong PowerPoint and Word skills for communicating analyses.
2. Strong understanding of real estate finance, including debt and equity structuring, return metrics (IRR, NPV, cash-on-cash), and joint venture waterfalls.
3. Experience reviewing and interpreting transaction documents, including loan agreements, joint venture agreements, and purchase and sale agreements, with an understanding of key economic and structural terms.
4. Strong written and verbal communication skills, with the ability to clearly articulate complex financial and investment concepts to internal and external stakeholders.
5. Familiarity with ARGUS Enterprise (or similar) and capital markets structures across banks, debt funds, and institutional investors.
6. Strong organizational and project management skills, with the ability to manage multiple priorities, drive processes forward, and execute under tight timelines.
7. Ability to work effectively in a collaborative, cross-functional team environment across development, asset management, accounting, and legal.
8. Familiarity with data analytics, automation tools, and emerging AI technologies that support financial modeling, research, and reporting.
9. Self-starter mentality with strong attention to detail, work ethic, and professionalism.

Education and Experience: 

1. Bachelor’s degree is required, preferably in business, finance, real estate, economics, accounting, or a related field; an advanced degree such as an MBA or master’s in real estate or finance is valued.
2. 3-6 years of relevant experience in commercial real estate, investment management, real estate private equity, development, or a related financial field.
3. Experience supporting real estate investment transactions, including acquisitions, developments, recapitalizations, or financings, is preferred.
4. Experience working with or for a real estate investment manager, developer, or institutional investment fund is strongly preferred.
5. Experience building financial models and performing real estate investment analysis using Excel, ARGUS, or similar analytical tools is preferred.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee is regularly required to walk, sit and use hands and fingers to handle and feel.
• The employee is required to talk and must be able to read.
• The employee is occasionally required to stand and reach with hands and arms.
• The employee must occasionally lift and/or move up to 20 pounds.
• Specific vision abilities required by this job include close vision and ability to adjust focus. 

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This position deals with a wide diversity of work situations. Incumbent must deal with continual interruptions, requiring a high degree of flexibility. Work requires extensive telephone and PC use. The noise level in the work environment is usually moderate consisting of usual business office sounds including but not limited to computers, printers, telephones, and light traffic.

The statements herein are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.

Schnitzer West is an Equal Opportunity Employer. 

Schnitzer West offers an excellent benefits package including:

• Medical Insurance – Eligible Employees (and their dependents) may choose an HSA or PPO plan through Premera Blue Cross.
• Prescription Drug Insurance – Included with each medical plan.
• Dental Insurance – Eligible employees (and their dependents).
• Vision Insurance – Eligible employees (and their dependents).
• Other Insurance – Basic Life, Accidental Death & Dismemberment Insurance, Short- And Long-Term Disability, Optional Employee-Paid Voluntary Life Insurance.
• Dependent Care Flexible Spending Account (DCFSA).
• Employee Assistance Program (EAP).
• 401(k) Retirement Plan including Employer match.
• Paid Time Off – Three (3) weeks of PTO accrual with increases based on years of service.
• Paid Holidays – Ten (10) paid Holidays per year.

Please note that the salary information shown below is a general guideline only. Salaries are based upon candidate experience and qualifications, as well as market and business considerations.

• Salary: $115,000 - $145,000 Annually
• This position is eligible for a performance-based bonus (both individual and company performance). The bonus range for this position is 10%–25%. The percentage will be determined by the candidate’s experience.
• This position is full-time in-office.