A tailored course, built for your situation
The next role: Principal Deal Executive in Property Finance
Move from transaction execution to leading complex property finance mandates with confidence and strategic scope
$199 one-time
24-hour access provisioning
30-day money-back guarantee
Hand-built implementation playbook
12 modules. 12 chapters per module. 144 chapters total.
12 modules, each with 12 chapters (144 chapters total), text-based, plus downloadable templates and a hand-built implementation playbook delivered alongside course access.
The situation this course is for
Who this is for
High-performing Deal Executive in asset-heavy financial services, focused on commercial real estate or infrastructure finance, with 3, 5 years of transactional experience and a clear ambition to advance into leadership roles
Who this is not for
Those content with individual contributor roles, professionals outside structured finance, or individuals not preparing for promotion within the next 12, 18 months
What you walk away with
- Demonstrate leadership-ready judgment on structuring complex property finance transactions
- Articulate strategic rationale that aligns stakeholders across legal, credit, and capital teams
- Own end-to-end deal coordination beyond execution, including team alignment and sponsor updates
- Build a personal playbook for positioning promotion-readiness to senior sponsors
- Access repeatable frameworks for managing scale and complexity in future mandates
The 12 modules (with all 144 chapters)
Module 1. From Executor to Leader
Understand the shift in expectations between Deal Executive and Principal roles in asset finance. Learn how leadership is demonstrated through judgment, communication, and ownership beyond transaction processing.
12 chapters in this module
- Defining the Principal role
- Key differences in remit
- Mindset shift: from task to ownership
- How leadership shows up daily
- Recognizing promotion triggers
- Mapping your current gap
- Building visibility with sponsors
- The role of initiative
- Ownership language patterns
- Feedback that signals readiness
- Tracking progression milestones
- Module 1 action plan
Module 2. Strategic Deal Framing
Learn how to articulate the strategic value of a transaction to internal stakeholders. Move beyond financials to explain market positioning, portfolio fit, and long-term impact.
12 chapters in this module
- Why strategy matters now
- Elements of a strong case
- Linking deal to firm goals
- Anticipating sponsor questions
- Building the narrative flow
- Using market context
- Differentiating your deal
- Framing risk strategically
- Aligning with capital strategy
- Presenting to senior teams
- Refining your pitch
- Module 2 action plan
Module 3. Cross-Functional Coordination
Master the coordination of legal, credit, tax, and capital teams. Learn how to lead without authority and keep complex deals on track through structured alignment.
12 chapters in this module
- Understanding team incentives
- Mapping stakeholder needs
- Setting coordination rhythm
- Running effective huddles
- Managing competing priorities
- Escalating with clarity
- Documenting decisions
- Avoiding rework loops
- Using shared trackers
- Building trust early
- Handling misalignment
- Module 3 action plan
Module 4. Complex Transaction Structuring
Develop the ability to assess and propose structures for large or novel property finance mandates. Learn common templates and when to adapt them.
12 chapters in this module
- Core structure archetypes
- Layering debt tranches
- Equity participation models
- Recourse vs non-recourse
- Cash flow waterfalls
- Covenant design principles
- Exit option planning
- Refi readiness by design
- Stress testing assumptions
- Benchmarking against peers
- When to innovate
- Module 4 action plan
Module 5. Credit Narrative Development
Craft compelling credit stories that go beyond ratios. Explain resilience, sponsorship strength, and asset optionality in a way that gains approval confidence.
12 chapters in this module
- Beyond the financial model
- Telling the asset story
- Sponsor strength indicators
- Market resilience factors
- Downside protection levers
- Highlighting mitigants
- Narrative tone and flow
- Linking to macro drivers
- Using comparables effectively
- Anticipating committee pushback
- Refining with feedback
- Module 5 action plan
Module 6. Engagement with Senior Sponsors
Learn how to communicate effectively with Managing Directors and senior stakeholders. Deliver updates that build trust and position you as promotion-ready.
12 chapters in this module
- Understanding sponsor priorities
- Right level of detail
- Timing your updates
- Using escalation wisely
- Asking strategic questions
- Demonstrating foresight
- Owning the timeline
- Presenting trade-offs
- Building credibility over time
- Reading non-verbal cues
- Gaining discretionary support
- Module 6 action plan
Module 7. Promotion Case Building
Construct a compelling internal case for advancement. Gather evidence, secure advocacy, and time your move for maximum impact.
12 chapters in this module
- What promotion committees look for
- Gathering performance proof
- Securing sponsor backing
- Timing the conversation
- Highlighting leadership moments
- Documenting scope growth
- Comparing to peer track
- Addressing development areas
- Preparing for review cycles
- Asking for the role directly
- Negotiating scope increase
- Module 7 action plan
Module 8. Stakeholder Influence Without Authority
Build influence across teams where you have no direct control. Use credibility, consistency, and clarity to drive alignment.
12 chapters in this module
- Sources of influence
- Earning trust quickly
- Consistent communication
- Delivering on small wins
- Using data as leverage
- Framing requests effectively
- Managing difficult partners
- Building alliance networks
- Staying solution-focused
- Keeping momentum
- Measuring influence growth
- Module 8 action plan
Module 9. Managing Larger Deal Teams
Prepare to lead associates and analysts. Learn delegation, feedback, and coordination techniques that scale with responsibility.
12 chapters in this module
- Team role clarity
- Delegating with trust
- Setting expectations early
- Running productive check-ins
- Giving timely feedback
- Handling underperformance
- Building team morale
- Tracking parallel workstreams
- Ensuring quality control
- Encouraging initiative
- Developing future talent
- Module 9 action plan
Module 10. Own the Timeline and Deliverables
Go beyond task completion to owning the deal calendar. Learn how to anticipate delays, sequence work, and maintain momentum.
12 chapters in this module
- Mapping critical path
- Identifying dependencies
- Buffer planning
- Monitoring progress daily
- Flagging risks early
- Adjusting resourcing
- Communicating timeline shifts
- Managing external parties
- Keeping legal synced
- Holding others accountable
- Delivering on promise
- Module 10 action plan
Module 11. Thought Leadership in Property Finance
Develop insights that position you as a forward-thinking practitioner. Contribute ideas that shape how the team approaches deals.
12 chapters in this module
- Staying ahead of trends
- Reading market signals
- Synthesizing insights
- Sharing observations strategically
- Proposing new approaches
- Benchmarking innovation
- Documenting lessons learned
- Contributing to playbooks
- Speaking up in forums
- Building reputation
- Becoming a knowledge source
- Module 11 action plan
Module 12. Your Leadership Transition Plan
Build a personalized 12-month roadmap to Principal-level readiness. Combine skills, relationships, and visibility into a coherent advancement strategy.
12 chapters in this module
- Assessing current standing
- Setting promotion goal
- Identifying key relationships
- Choosing development deals
- Building your narrative
- Tracking leadership moments
- Scheduling sponsor talks
- Refining communication style
- Demonstrating consistency
- Measuring progress monthly
- Adjusting based on feedback
- Final transition checklist
How this maps to your situation
- Preparing for first promotion to leadership
- Leading larger, more complex transactions
- Coordinating cross-functional teams effectively
- Building strategic credibility with senior stakeholders
Before vs. after
Before
Focused on accurate and timely execution of assigned deal tasks, with limited scope beyond personal deliverables.
After
Confidently leading complex transactions, coordinating teams, and building the strategic profile needed for promotion to Principal-level roles.
What's included with your purchase
- 12 modules with 12 chapters each (144 chapters)
- Downloadable templates and worked examples for every module
- Hand-built implementation playbook delivered alongside course access
- 30-day money-back guarantee
Delivery and format
- Course and learning environment access provisioned within 24 hours of purchase
- Hand-built implementation playbook delivered alongside course access
Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.
Time investment: Approximately 3, 4 hours per module, designed to be completed alongside full-time work over 12 weeks.
How this compares to the alternatives
Unlike generic leadership courses, this program is tailored to asset finance professionals advancing within structured deal environments. It focuses on real-world transaction leadership, not abstract theory.
Frequently asked
Is this course specific to Macquarie or applicable more broadly?
The content is designed for structured finance environments like Macquarie and applies across global financial institutions with similar deal frameworks.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will I receive a certificate upon completion?
Yes, a certificate of completion is available for download after finishing all modules.
$199 one-time. Approximately 3, 4 hours per module, designed to be completed alongside full-time work over 12 weeks..
Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.
30-day money-back guarantee·
144 chapters·
Hand-built playbook included·
Account access within 24 hours