Associate

  • Full Time
  • Toronto

Balmoral Capital

Description:

Balmoral Capital – Associate 2024

 

Company

Balmoral Capital is a boutique capital advisory firm servicing real estate developers and investors. Balmoral Capital’s mandate lies in utilizing our deep-rooted industry connections, astute underwriting capabilities, and innovative deal structuring to arrange optimal financing structures. We operate across a diverse range of major asset classes including multi-residential, industrial, retail, and office, and specialize in various types of financing such as term, bridge, land, construction, CMHC insured, and mezzanine financing.

 

We pride ourselves in offering a distinctive value proposition that goes above and beyond what traditional brokerages or capital advisory firms provide. Our client-centric approach is the cornerstone of our business – we are dedicated to upholding the highest standards of excellence and integrity while fiercely advocating for the best interests of our clients. At Balmoral Capital, every client is a priority, and our commitment to their success is unwavering.

 

Role

The Associate will be a strategic component of our transaction execution team, working in tandem with senior management to provide clients with the most competitive and attractive capital offerings available in the market.

 

We are seeking a highly motivated and passionate individual to join our team and gain immediate exposure to our robust deal pipeline. Our boutique structure allows for an unparalleled level of responsibility and deal exposure, providing the successful candidate with invaluable transaction experience and professional development to set them on a successful career path at Balmoral.

 

The successful candidate will bring a robust analytical acumen, an unwavering commitment to excellence, and a natural talent for thriving in a fast-paced, dynamic atmosphere. They will possess exceptional communication abilities, a collaborative spirit, and the ability to work effectively in a fast-paced and dynamic environment.

 

Core Responsibilities

  • Conduct comprehensive preliminary underwriting analysis utilizing financial models and market analysis.
  • Prepare high-caliber financing presentations, CIMs, and marketing collateral that include comprehensive transaction highlights, project overviews, market studies, and cash flow analyses.
  • Oversee the collection and organization of all required due-diligence materials.
  • Collaborate closely with senior management to facilitate the successful execution of financing transactions as an active member of the deal team.
  • Interact daily with associates and partners to create deliverables for clients and capital sources.
  • Thoroughly review, organize, and condense term sheets, loan documentation, third-party reports, and other pertinent transaction documents.
  • Be actively involved in financing transactions from inception to completion, gaining direct exposure to real estate investors, developers, and capital partners.
  • Actively engage in research to provide authoritative insights to both clients and internal teams. Continuously monitor and analyze interest rate trends, economic indicators, and market risks to inform the preparation of comprehensive interest rate circulars.
  • Attend external meetings to support the origination of new opportunities and delivering lender presentations.
  • Support internal operations, including database management of clients and capital sources.
  • Contribute to Balmoral’s thought leadership through the creation of compelling technical content.
  • Analyze and interpret financial data and assess the value of real estate assets and development projects.
  • Work and contribute to a variety of special projects, reports, and operational support functions as necessitated.
Qualificatons:
  • A Bachelor’s degree in Business, Finance, Accounting, or Real Estate.
  • Minimum of 2 years of relevant experience, particularly within real estate finance, commercial real estate lending, or similar environments.
  • Expert financial analysis and underwriting proficiency with advanced Excel skills, encompassing cash-flow modeling, pivot tables, and data management functions.
  • Familiarity of the real estate landscape, including understanding of acquisition, investment, development, asset management, and financing.
  • Experience in the preparation and analysis of development budgets and ProFormas is considered a plus.
  • Expertise in PowerPoint and Word to develop persuasive pitch decks and presentations.
  • Excellent communication skills, attention to detail, and an analytical mindset.
  • Highly motivated and a self-starter, with the ability to work well in a team environment.
  • Adaptable to a fast-paced environment.
  • Strong research, analytical, and problem-solving abilities.
  • Ability to multitask, prioritize, and maintain a flexible schedule.
Additional Comments:

  • At Balmoral Capital, we are dedicated to creating a culture of learning, personal growth, and career development. We are committed to building a diverse and inclusive team of talented individuals who share our passion for real estate finance and our drive to deliver exceptional results for our clients. If you are a highly motivated, passionate and detail-oriented individual, we encourage you to apply for this position and join the Balmoral Capital team.
 
  • Reports to: Associate Director.
 
  • Start Date: February – May 2024.
 
  • Location: 1235 Bay Street #601, Toronto ON.
 
  • Compensation: Competitive package reflective profile and value brought to Balmoral Capital.
 
  • Please send resumes and cover letters to [email protected] with the subject: 2024 Associate Role.

To apply for this job email your details to careers@balmoralcap.com


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