Director, Commercial Real Estate

Willow Wealth is a leading private markets investment platform. We believe that private markets investment products should be a fundamental part of your portfolio. That’s why we’re expanding access to make it easier to get started. We partner with experienced investment managers to provide investors with a wide range of opportunities across real estate, venture capital, private equity, art, short-term notes, and more. All of our offerings are curated and vetted by our team to help investors diversify away from the stock market.

About the Role
Join Willow Wealth’s new Chief Investment Officer as a

Director, Commercial Real Estate

in our New York office. You will work with the CIO to identify, analyze, execute, and manage various CRE investment opportunities across North America supplied by investment partners. These investments may comprise equity, debt, pref equity, 3rd party funds, and co‑invest opportunities. You will need to possess relevant experience and a vested interest in working on complex transactions across property types and the entire capital structure.

Willow Wealth has a highly flexible mandate in terms of target geographies, asset classes, and investment structures. You will be working on a small team with significant growth runway, providing candidates with the opportunity to work in a flat environment that encourages team members to expand their skillsets.

Key Responsibilities

Screening, reviewing the underwriting of real estate investment opportunities across the capital stack and in various geographies

Reviewing investment memorandums / presentations detailing deal merits, financial metrics, risks and mitigants, and market data

Executing transaction legal documentation and deal closing & funding

Providing ongoing asset management in partnership with investment partners

Interface with significant limited partners regarding investment opportunities and existing positions

Build and maintain relationships with potential partners and industry participants

Work in collaboration with various departments (such as Marketing, Digital, Operations, etc.) to facilitate the closing and launch of transactions on Willow Wealth’s platform

Traveling as needed for the role

Qualifications

5-10 years of investment experience in real estate investments

Experience in real estate asset management - experience with opportunity zone investments preferred

Extensive complex financial modeling experience and strong understanding of finance / real estate concepts

Experience with transactions involving multi-tiered capital structures, joint venture waterfalls or similar structures

Familiarity with major concepts and structures in loan documents, intercreditor agreements and joint venture agreements

Strong conceptual and analytical skills, with an ability to envision the "big picture" while maintaining a hands-on approach and close attention to detail

Excellent verbal and written communication, presentation, and interpersonal skills with a demonstrated ability to work effectively at all levels within an organization

A proactive self-starter mindset with an ability to manage competing workstreams / deliverables in a fast-paced environment

Ability to work seamlessly in a cross-functional team environment spanning multiple disciplines

Benefits

Competitive compensation package, including equity

Health, dental & vision coverage with FSA/HSA options

Unlimited PTO

Life insurance

This is a New York-based role. The base salary range for this position is USD 200,000 to 230,000 annually, depending on experience and qualifications. This role is eligible for a discretionary bonus and equity compensation as part of the total compensation package.

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