Vice President, Capital Markets
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Job Location:
Kansas City - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Department:
Job Summary
Job Details
Description
Copaken Brooks LLC is a full-service commercial real estate firm headquartered in Kansas City and serving the Midwest. The companys full suite of services includes investment acquisition and sales tenant representation and HQ relocations property management asset management development owners representation leasing (office retail medical industrial and underground). We have over 100 years of proven experience in playing a major role in where millions of people go to work shop and live.
Summary of Position
The Vice President of Capital Markets will be a senior leader within the finance team reporting directly to the Senior Vice President of Finance and Accounting Brett Brase. This individual will manage two direct reports (Financial Analysts) and play a critical role in sourcing structuring and executing real estate investment opportunities. The role requires close collaboration with all principals with the majority of support directed toward Bucky Brooks Principal and leader of Acquisitions.
The VP of Capital Markets will oversee investor relations manage investment performance reporting and technology platform (AppFolio) and drive equity sourcing strategies. The successful candidate will bring an established network of capital partners the ability to raise equity for new ventures and the skills to structure innovative financing solutions. This is a highly visible externally facing role with significant responsibility for the firms long-term investment success.
Job Responsibilities & Duties
- Lead all equity and debt capital raising activities for new and existing investments.
- Serve as the primary relationship manager for institutional investors private equity firms lenders and family offices.
- Actively source new investors and cultivate relationships to expand the firms capital base.
- Partner with acquisitions leadership (primarily Bucky Brooks and Brett Brase) to identify structure and close investment opportunities.
- Oversee preparation of compelling investor materials including offering memoranda presentations and equity pitches alongside marketing team.
- Represent the firm in investor meetings industry conferences and capital partner negotiations.
- Supervise and mentor two Financial Analysts to support underwriting modeling and capital markets activities.
- Provide market intelligence on capital flows investor sentiment and emerging financing structures.
- Collaborate with internal teams and third-party consultants to lead due diligence and transaction closings.
- Strengthen the firms brand as buyers with investors through transparency performance communication and relationship management.
Qualifications
Education & Experience
- Bachelors degree in Finance Real Estate Accounting or related field required; MBA or advanced degree preferred.
- Minimum of 10 years of experience in commercial real estate capital markets investment banking or private equity.
- Proven track record of raising equity and sourcing debt capital for large-scale real estate investments.
- Demonstrated success in cultivating and maintaining strong investor and lender relationships.
- Leadership experience managing and developing junior professionals.
Key Skills & Attributes
- Investor-facing orientation with exceptional sales and relationship management skills.
- Strong financial structuring knowledge across equity joint venture and debt transactions.
- Excellent presentation and communication abilities with investors and stakeholders.
- Proven ability to source capital from a broad range of partners including institutions high-net-worth individuals and family offices.
- Strategic and entrepreneurial mindset with the drive to expand the firms investor network.
- Professional presence integrity and credibility in representing the firm to external partners.
- Ability to thrive in a fast-paced deal-driven environment.
Performance Metrics / Success Measures
Success in this role will be evaluated based on measurable outcomes including:
- Amount of equity and debt capital raised annually.
- Expansion of the investor network with emphasis on cultivating new institutional and private capital relationships.
- Investor retention and satisfaction reflected through repeat commitments.
- Number and quality of transactions successfully supported and closed.
- Contributions to the long-term growth and diversification of Copaken Brooks capital base.
Career Growth & Visibility
The Vice President of Capital Markets will have direct exposure to all principals and senior leadership of Copaken Brooks. This highly visible position offers:
- A leadership platform to shape the firms capital markets strategy.
- The opportunity to significantly influence investment and acquisition outcomes.
Required Experience:
Exec
Key Skills
- Change Management
- Financial Services
- Growing Experience
- Managed Care
- Management Experience
- Analysis Skills
- Senior Leadership
- Performance Management
- Process Management
- Leadership Experience
- negotiation
- Analytics
