Cabrera Capital Careers

Position: Staff Accountant

Location: Chicago

The Staff Accountant supports the Controller in carrying out the responsibilities of the Accounting department, with particular emphasis on accounts payable, the general ledger, and assisting the Real Estate division.

Duties & Responsibilities:

• Prepare daily Morning Report
• Complete bank account reconciliations
• Maintain prepaid expense and fixed asset schedules
• Manage accounts payable/receivables cycle (invoice input, check issuance, file maintenance, vendor correspondence, research)
• Review Real Estate construction withdrawals and requests
• Process semi-monthly check runs
• Coordinate employee out-of-pocket expense process
• Reconcile firm credit card activity
• Assist with the reconciliation of certain monthly general ledger accounts
• Prepare various journal entries
• Assist as directed during regulatory and financial audits
• Perform other special projects, accounting or administrative tasks as required from time to time
• Acts as the back-up receptionist to cover lunch breaks, vacation time and days off
• All other duties as assigned

Qualifications:

• Bachelor’s degree in Accounting
• Minimum of 3 years of Broker Dealer and Real Estate related experience
• Strong proficiency in QuickBooks, and Microsoft Excel
• Must have experience with YARDI property management software
• Knowledge of loan and tax covenant requirements required
• Detail and deadline oriented
• Excellent time management skills
• Ability to multi-task projects
• Able to work independently and with little direction

To apply for this position, please forward a copy of your resume to smurphy@cabreracapital.com Thank You.

Position: Executive Assistant

Location: Chicago, IL (Onsite)

The Executive Assistant (EA) provides professional level support in a fast-paced and deadline driven environment to the President of the firm. The EA has a critical role in ensuring efficiency and operational effectiveness. In this highly visible position, the individual must comfortably interact frequently with the Board of Directors, prominent individuals, notable figures, governmental officials, and dignitaries. It is imperative that this individual always maintains superior professionalism, confidentiality, and communication with the given clients. The administrative duties include maintaining daily schedules, managing the flow of calls, arranging travel logistics, writing letters/memo’s, coordinating (in-person/remote) meetings, maintaining filing system, organizing contacts, etc.…

Duties & Responsibilities:

• Provide exceptional administrative support and implement procedures to ensure efficient operational support
• Arrange and coordinate extensive and complex domestic/international travel schedules and logistics ensuring a seamless itinerary
• Complex scheduling and calendar management to ensure no overlap between obligations. This requires coordinating constantly changing schedules and preparing for meetings and conference calls by having all related documentation and logistics in place.
• Coordinate and arrange on and off-site meetings including, but not limited to, selecting the venue, contract negotiation, planning for food and beverage needs, and preparation of slides and materials including agendas.
• Effectively coordinate conference calls (i.e. – reserving conference call numbers, preparing meeting info, updating all participants with relative info, taking into consideration different time zones, etc…)
• Regularly communicate and interface with important vendors, clients, political figures, government officials, dignitaries, and the Board of Directors in a professional manner
• Competently compose internal and external written communication such as email, letters, or other correspondence accurately and professionally
• Handle telephone and /or written contact with external and internal associates.
• Provide general administrative support – typing, photocopying, calendaring, vouchers, mass mailing, creating PowerPoint presentations and meticulously maintain contact information, paper files, email, etc
• Open and distribute mail, including confidential, high priority and follow-up items.
• Maintain general bookkeeping including the preparation of expense reports
• Work independently with little to no supervision and perform with a sense of urgency
• Always maintain a gracious and pleasant disposition especially when meeting/greeting guests/visitors
• Perform as the back-up receptionist (i.e. – answer the main phone line at the front desk in absence of the receptionist)
• All other duties as assigned

Qualifications:

• Bachelor’s Degree
• Over 5 (five) years of executive level support experience, preferably in the financial industry
• A high degree of professionalism and strong work ethic coupled with a sense of responsibility and integrity
• Assert discretion when handling highly sensitive and confidential information in a respectful and confidential manner.
• Confident and assertive personality with the ability to be direct in a professional manner
• Collaboratively work with all levels of staff in a pleasant and professional manner
• Advanced verbal and written communication skills with the ability to articulate information eloquently
• Possess strong time management skills with the ability to multi-task and prioritize projects to meet simultaneous deadlines
• Must be comfortable interfacing/communicating (written, in-person) with the Board of Directors, prominent individuals, notable figures, governmental officials, and dignitaries
• Must possess advanced writing, researching and proofreading skills to assist with speechwriting
• Strong initiative, good judgment, and the ability to multi-task and operate with a sense of urgency
• Solid partnering skills and team player a must.
• Excellent interpersonal and communication skills.
• Extremely strong organizational skills, punctual and resourceful
• High proficiency with Microsoft Office applications (Word, Excel, PowerPoint and Outlook, Programming experience preferred…)
• Attention to detail.
• Ability to think proactively and anticipate needs.
• Ability to work independently with minimal supervision, work under tight time constraints, and be able to prioritize work.
• Ability to work well and partner with other administrative and professional staff.
• Flexibility to work overtime on an as needed basis is required

To apply for this position, please forward a copy of your resume to smurphy@cabreracapital.com Thank you.

Position: Vice President – Real Estate Finance

Location: Chicago, IL (Onsite)

The Vice President (VP) utilizes existing client relationships to promote Cabrera Capital Partners Services and products to participate in real estate acquisition, development, leasing, construction, and asset management. The VP will create and implement underwriting proforma models for investment screening and joint venture screening. The individual will also work closely with the real estate principals and team on strategy for existing and future development projects.

Duties & Responsibilities:

• Primarily responsible for maintaining and cultivating key relationships for inclusion into municipal/corporate deals and real estate development projects.
• Responsible for the full cycle of the deal execution from structuring to closing.
• Assist real estate development financing efforts and capital stock strategies with external equity, debt, and mezzanine partners.
• Provide guidance about real estate development funding sources including, TIF, tax credit, economic development, infrastructure, and other available grant programs (i.e. – public, private, philanthropic…)
• Prepares and presents detailed financial plans and cash flow analysis as needed to clients’
• Review pitch books for accuracy and appropriateness
• Attend various events during non-business hours on behalf of Cabrera Capital to network and cultivate business relationships.
• Oversee workload and deal flow for assigned analyst/associate team members
• All other duties as assigned

Qualifications:

• Bachelor’s Degree in finance or a related discipline; Master’s Degree highly preferred
• 7-10 Years of Real Estate Finance experience
• Function as a strategic SME to communicate and present complex financial info/concepts and models to leadership and clients alike
• Experience with LIHTC Programs is HIGHLY preferred
• Demonstrated experience with underwriting, modeling, and closing real estate development projects
• Strong professional communication and inter-personal skills, with the ability to succinctly express complex ideas verbally and in writing
• Proficiency in managing multiple project-oriented tasks effectively and in a timely manner with exceptional attention to detail
• Ability to work independently and in a team environment; prioritize tasks, and solve critical business issues
• Advanced proficiency with Excel, PowerPoint, Word, etc.…
• Ability to maintain confidentiality, multi-task and work well under pressure

To apply for this position, please forward a copy of your resume to smurphy@cabreracapital.com Thank You.

Position: Chief of Staff

Location: Chicago, IL (Onsite)

The Chief of Staff is a very talented individual who serves as a trusted advisor and confidant to the Chief Executive Officer (CEO). The Chief of Staff will provide professional level support and valuable analysis for various projects, to ensure time optimization and operational efficiency for the CEO. Other responsibilities include the preparation of client documents, analyzing data from proposals and/or reports, preparing management reports, completing company profiles and research, reviewing information for accuracy, managing/owning projects, and composing various internal and external correspondences. The Chief of Staff needs to operate independently with the ultimate goal of expanding the CEO’s time and influence on cross functional projects.

Duties and Responsibilities:

• Create investor updates, pitch books/decks, speeches, conference submissions, presentations, and other various projects on behalf of the CEO
• Provide reliable analysis for various projects involving public, private, and governmental organizations as needed
• Act as an advisor and trusted resource to the CEO on a variety of topics
• Provide heavy analytical support by creating various sophisticated reports/presentations in Excel, Word & PowerPoint
• Collaborate and communicate regularly/effectively with the CEO, COO, and Managing Director’s at the firm
• Accurately compose internal and external communications (letters, e-mails, memos, etc.)
• Provide relevant documents and information needed for client meetings and ensure action points coming out of meetings are implemented
• Proactively read, comprehend, and analyze various proposals and contracts. Highlight areas of importance and provide your own key thoughts and strategies for review
• Regularly communicate and interface with important clients, political figures, government officials, dignitaries, and the Board of Directors in a courteous and professional manner
• Draft blog posts, articles, updates, social media content etc.…, from meeting, handbook, and company content
• Carefully handle and protect confidential/sensitive information always maintaining discretion
• Exercise appropriate judgment and assume responsibility for decisions
• Work independently with little or no supervision and perform with a sense of urgency
• All other duties as assigned

Qualifications:

• Bachelor’s degree in Finance, Economics, or STEM designation
• Two (2) or more years of analytical experience within the financial services industry
• Must be self-motivated and able to work independently in a fast-paced environment
• Advanced verbal and written communication skills with the ability to articulate information eloquently
• Possess strong time management skills with the ability to multi-task and prioritize projects to meet simultaneous, multiple deadlines
• Must have a meticulous attention to detail, and possess advanced proofreading skills
• Extremely strong organizational skills
• Must be resourceful and able to provide comprehensive company profiles and inclusive research on a variety of topics
• Consistently demonstrate a sense of urgency and possess pro-active skills to anticipate needs
• Comfortable interfacing and communicating with internal and external clients, prominent individuals, notable figures, governmental officials, dignitaries, etc…..
• Collaboratively work with all levels of staff in a pleasant and professional manner
• Polished presentation and poised with a can-do attitude willing to pro-actively go above and beyond specific direction/responsibilities
• High proficiency with Microsoft Office and CRM Systems
• Asset Management or Financial Reporting experience are a big plus
• SIE, FINRA series 7 and 63 licensures are preferred but not required
• Ability to work non-traditional work hours as needed and attend business related events

To apply for this position, please forward a copy of your resume to smurphy@cabreracapital.com Thank You.

Position: Managing Director – Taxable Fixed Income Sales & Trading

Location: Chicago or New York

The Managing Director will be expected to lead the Sales and Trading team and to effectively maintain Tier 1 – Tier 3 buy-side institutional clients, solicit new business, cover existing clients, and convert prospects into revenue-generating accounts. Our trading desks facilitate transactions primarily in Rates/Treasury, Corporate Debt, MBS/ABS/CMBS, and Preferreds.

Duties & Responsibilities:

• Oversee the day-to-day operations and management of the team to ensure a high level of productivity/profitability is being achieved
• Develop, implement, and execute short-term/long-term sales and trading business plans to increase revenue and reduce expenses
• Generate trade ideas, assess relative value, provide updates on important news, and drive the team to execute on strategies
• Maintain responsibility for the distribution of the company’s new issue transactions
• Develop, measure, and monitor the team’s Key Performance Indicators (KPIs)
• Create, adopt, and implement procedures, workflows, and best practices to optimize deal flow
• Effect positive changes to develop and improve services, systems, business processes and procedures, including planning for growth and expansion
• Build and maintain strong relationships with the dealer community to support access to secondary market liquidity and primary market deal flow
• Take ownership of growing Cabrera’s client base through prospecting, relationship management, referrals, cross-selling and attending external events/conferences
• Pro-actively communicate with clients on a regular basis to manage expectations and help ensure complete satisfaction
• Continually develop relationships with existing street sales, trading, and syndicate desks
• Work closely with other trading teams to ensure implementation of best practices
• Identify relationships across markets and pitch potential trade opportunities
• Manage risk in accordance with the Company’s desk policy
• Take ownership for growing your client base through prospecting, relationship management, referrals, cross-selling and attending external events/conferences
• Interpret and communicate market forces impacting bond performance and portfolio benchmarks to the broader team of Bankers and Traders
• Trade investment grade, new issue and secondary bonds when required
• All other duties as assigned

Qualifications:

• Bachelor’s degree in Finance, Economics, or STEM designation. Master’s degree strongly preferred
• Minimum of three years of managing a team (local and remote)
• Minimum of ten years of related industry experience
• A deep understanding of financial markets, taxable fixed income markets and securities, the sales and trading process, including OMS/EMS connectivity
• Must be able to Manage/Work in a competitive team-oriented environment
• Motivate, inspire, and drive a diverse team to reach and preferably exceed established individual and departmental revenue goals
• Strong interpersonal and communication skills to effectively interface with clients
• Must have ability to follow trades through to settlement
• Aptitude for analyzing and interpreting complex information in a timely manner
• Possess high level of integrity, and demonstrate strong analytical/critical thinking skills
• Self-motivated and capable of working well under pressure with a desire to outperform goals
• Ability to travel for company/client meetings and industry events during business and non-business hours.
• Proficient in use of Bloomberg
• An established set of client references
• SIE, FINRA series 7, 24, and 63 required
• Roll up your sleeves, team first approach to doing business

To apply for this position, please forward a copy of your resume to smurphy@cabreracapital.com Thank you.

Position: Investment Grade Sales Trader

Location: Chicago, New York, Los Angeles

Duties & Responsibilities:

• Trade investment grade, new issue and secondary bonds
• Generate trade ideas, assess relative value, provide updates on important news flow and portfolio recommendations to our portfolio managers clients
• Oversee multi-billion order flow of investment grade securities in fixed income capital markets
• Vet offerings and pitch trade ideas to the company’s portfolio management clients based on a deep understanding of mandate suitability
• Build and maintain strong relationships with the dealer community in order to support access to secondary market liquidity and primary market deal flow
• Identify relationships across markets and pitch potential trade opportunities that arise as a result
• Manage business development for the expansion of services to existing clients and procuring new clients
• Pro-actively communicates regularly with clients in an effort to manage expectations and help ensure client satisfaction
• Continually develop relationships with existing Wall Street sales, trading and syndicate desks
• Maintain and grow existing accounts and identify new key accounts
• Work closely with other trading teams to ensure implementation of best practices
• Manage risk in accordance with the Company’s desk policy

Qualifications:

• Must have Active Series 7 and 63 license
• Minimum of 3 years of relevant investment grade experience
• Team player with string interpersonal skills
• Excellent verbal and written communications
• Strong quantitative and financial technology skills (Bloomberg, Excel
• Detail-oriented and ability to juggle multiple task
• Demonstrates sound judgement and ability to work independently

To apply for this position, please forward a copy of your resume to smurphy@cabreracapital.com. Thank you.

About the Position

Location – Chicago, New York or Los Angeles

Duties & Responsibilities:

• Trade high yield, new issue and secondary bonds
• Generate trade ideas, assess relative value, provide updates on important news flow and portfolio recommendations
• Oversee multi-billion order flow of high yield securities in fixed income capital markets
• Vet offerings and pitch trade ideas to the company’s portfolio management clients based on a deep understanding of mandate suitability
• Build and maintain strong relationships with the dealer community in order to support access to secondary market liquidity and primary market deal flow
• Identify relationships across markets and pitch potential trade opportunities that arise as a result
• Manage business development for the expansion of services to existing clients and procuring new clients
• Pro-actively communicates regularly with clients in an effort to manage expectations and help ensure client satisfaction
• Continually develop relationships with existing Wall Street sales, trading and syndicate desks
• Maintain and grow existing accounts and identify new key accounts
• Work closely with other trading teams to ensure implementation of best practices
• Manage risk in accordance with the Company’s desk policy

Qualifications:

• Must have Active Series 7 and 63 license
• Minimum of 5 years of relevant high yield experience
• Team player with strong interpersonal skills
• Excellent verbal and written communication skills
• Strong quantitative and financial technology skills (Bloomberg, Excel, etc.)
• Detail-oriented and ability to juggle multiple tasks effectively
• Demonstrates sound judgment and ability to work independently

To apply for this position, please forward a copy of your resume to smurphy@cabreracapital.com Thank You.

Position: Municipal Sales

Location: Open; Preferably Chicago, New York, Philadelphia, Los Angeles

The Municipal Salesperson must capitalize on their established customer relationships and to be able to distribute taxable and tax-free municipal bonds to institutional investors. Also, the Municipal Salesperson must be able to cultivate new relationships and ultimately monetize the business. The individual must be self-driven and have a proven track record of success with a variety of customers which may include money managers, hedge funds, mutual funds, insurance companies and municipalities.

Cabrera Capital has a strong commitment to diversity and inclusion; women and minority candidates are strongly encouraged to apply.

Duties & Responsibilities

• Bring a deep base of established customer relationships to the Cabrera platform.  Customer relationships ideally consist of a mixture of various tiers
• Use established relationships to distribute taxable & tax-free municipal bonds to institutional investors
• Develop new relationships with the intention of distributing municipal bonds
• The ability to market primary market issuance including non-senior managed loans
• Excellent interpersonal skills including the ability to communicate technical market concepts concisely to team members and customers alike
• Strong partnership and teambuilding skills
• A strong knowledge of the municipal bond market landscape including credit, valuation and emerging trends in the marketplace
• All other duties as assigned

Qualifications:

• BA/BS degree
• Over 3 years of municipal sales experience
• BA/BS degree
• SIE, Series 7 and Series 63 Exams
• Working knowledge of Excel & Bloomberg
• Strong work ethic with an entrepreneurial mindset
• Successful record of generating revenue
• Self-driven
• Excellent communication and interpersonal skills

To apply for this position, please forward a copy of your resume to smurphy@cabreracapital.com Thank you.