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Manager, Acquisitions & Capital Markets

Baker Tilly Advisory Group, LP

Madison, Wisconsin

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JOB DETAILS
SKILLS
Accounting, Acquisitions Management, American Institute of Certified Public Accountants (AICPA), Analysis Skills, Applicant Tracking System, Asset Management, Bakery, Brokerage, Business Services, Capital Markets, Certified Public Accountant (CPA), Customer Support/Service, Distribution Channel, Due Diligence, Facebook, Financial Modeling, Investment Capital, Investor Relations, Leadership, Legal Support Skills, LinkedIn, Loans, Market Research, Market Tracking, Market Trend Analysis, Marketing, Pricing, Process Development, Process Management, Professional Services, Property Tax, Real Estate, Recruiting/Staffing Agency, Regulations, Relationship Management, Underwriting
LOCATION
Madison, Wisconsin
POSTED
6 days ago
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.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

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

About the Company

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Baker Tilly Advisory Group, LP