Manager, Acquisitions & Capital Markets

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

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Job Description:



Overview

We are seeking a Manager to support real estate acquisitions, tax-advantaged real estate offerings, and the development of an internal debt brokerage platform. This role will work closely with senior leadership and span both investment execution and capital markets.

The position is split approximately:

• 30 to 40 percent acquisitions and tax-advantaged investment offerings

• 60 to 70 percent debt brokerage platform development and execution

ROLE OVERVIEW

Acquisitions and Investment Offerings

• Support sourcing efforts through broker outreach and market research

• Perform underwriting and financial modeling for acquisitions and structured real estate offerings

• Prepare investment summaries, due diligence materials, and Investment Committee presentations

• Assist in managing the acquisition process including diligence, third-party reports, and closing coordination

• Support structuring and execution of tax-advantaged real estate offerings in coordination with legal, tax, and distribution partners

• Assist with preparation of marketing materials and investor presentations

• Collaborate with asset management, capital markets, and investor relations teams

• Support capital raising efforts and respond to technical product questions

Debt Brokerage Platform

• Assist in building and launching the firm's internal debt brokerage platform

• Develop and manage relationships with lenders including banks, agencies, debt funds, and life companies

• Support sourcing and structuring of debt for acquisitions, development, and third-party assignments

• Prepare lender packages and financing materials

• Analyze debt sizing, pricing, and structure across capital stacks

• Coordinate lender outreach, term sheets, and comparisons

• Track market trends, lender appetite, and financing comps

• Help establish internal processes, templates, and reporting

Opportunity

• Exposure to acquisitions, capital markets, and struct