_{12th August, 2025}

Job Summary: The primary role of the Equity Processor is to provide efficient, customer-friendly coordination of services critical to moving equity investments through the due diligence, closing, and transition processes. The Equity Processor maintains productive relationships with internal and external stakeholders, including third-party vendors.
 
Essential Duties and Responsibilities:

• Collaborates with Underwriters and attorneys to ensure efficient progression towards equity real estate investment closings.
• Coordinates timely transitions of projects into and out of Underwriting.
• Manages the process for obtaining third party reports and ensures efficient dissemination to the appropriate parties.
• Tracks and documents all pre- and post-closing activities.
• Maintains due diligence checklists.
• Reviews, approves and maintains Due Diligence documents related to deal processing.
• Administers due diligence conference calls with internal and external partners.
• Manages preparation of investor-related materials for deal closings, coordinates the execution of funding requests and submits and approves invoices for payment.
• Assists with the transition of closed equity deals into the Asset Management department.
• Coordinates timely transition of closed equity deals into Asset Management Department by collaborating with Underwriting to complete transition memo.
• Produces post-closing documentation.
• Maintains business relationships with developers, attorneys, lenders, third party vendors, and other related parties.

 
Key Competencies:

• Inclusion Awareness: Identifies the benefits and advantages of harnessing the collective insights from various individuals in the organization.
• Intellectual Agility: Can flex and adapt thinking skills to meet the needs of different situations and circumstances. Doesn't limit problem solving to one approach or methodology.
• Perseverance: Accepts uncertainty by remaining focused and engaged on assignments. Looks for plausible solutions to difficult problems.
• Resource Optimization: Applies knowledge of internal structures and existing talent to accomplish a goal.
• Customer Focus: Stays ahead of customer needs and uses insight to develop new and/or modify client services.

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