Capital Markets Coordinator
3 weeks ago
Milhaus is an award-winning, mixed-use development, construction, and property management company that specializes in Class A, urban, multifamily residential buildings. Headquartered in Indianapolis, Milhaus is comprised of inspired and industrious individuals who are passionate about the development of mixed-use and multifamily communities. We provide exceptional customer experiences and create solutions for neighborhoods that positively impact communities by providing unparalleled expertise in real estate, investment, development, construction and management.
The Capital Markets Coordinator plays a dual support role across business development and investor relations (IR) functions, serving as a key collaborator with the capital markets team while providing critical administrative support to IR operations. This position requires exceptional attention to detail, strong organizational skills, and the ability to handle confidential information with discretion. The position will require confidentiality and non-solicit agreements.
Key Job Duties and Responsibilities:Business Development & Relationship Management- Maintains and optimizes CRM database for prospect tracking and relationship management. Ensures accurate and complete information is captured and maintained in databases.
- Works with team members to capture relevant investor notes and action items
- Tracks, organizes and processes expenses as needed.
- Coordinates meeting scheduling and follow-up for capital markets team
- Conducts prospect research and list building activities
- Assists in preparation and organization of pitch materials and due diligence documents
- Creates and maintains virtual data rooms for active deals
- Supports deal tracking and pipeline reporting
- Supports Capital Markets Manager with administrative tasks and client service
- Assists with creation and execution of investor communications and distribution notices
- Coordinates document processing for client onboarding
- Supports creation and distribution of investor and lender required reporting
- Helps manage deadline tracking for investor deliverables
- Assists with tax season coordination and document management
- Collaborates with finance, accounting, legal and development teams to ensure accurate information flow and timely execution
- Maintains strict confidentiality of sensitive financial and investor information
- Supports document version control and filing systems
- Generates regular reporting for leadership team
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