Primary Responsibilities Investor Relations & Fundraising Support :
- Support existing and prospective investor relationships through initial and ongoing due diligence efforts and a focus on enhancing client engagement.
- Manage the fundraising process for new real estate private equity vehicles, including funds, separate accounts and co-investments, from pre-marketing to closing.
- Lead the preparation of marketing pitchbooks, Private Placement Memorandums (PPMs), and other investor communications.
- Collaborate with internal stakeholders to enhance the content and strategic direction of fund/venture materials, tailored to specific investor needs.
Due Diligence & Investor Engagement: - Completion of Due Diligence Questionnaires (DDQs), Requests for Proposals (RFPs), and ad-hoc investor requests.
- Manage investor queries during the due diligence process, providing timely, well-researched, and comprehensive responses.
- Coordinate and facilitate investor meetings, presentations, and
Strategic Market & Product Development: - Conduct real estate market research, identifying trends, opportunities, and risks that could impact investor decision-making and new product offerings.
- Analyze investor feedback and fundraising trends to assist in the development and refinement of new product offerings, ensuring they meet the needs of current and prospective investors.
Team Collaboration & Leadership: - Act as a senior resource for junior team members, providing mentorship, training, and
- Work closely with Legal, Fund Management, and Compliance to ensure smooth execution of product launches, fund closings and other investor-related initiatives.
CRM & Reporting: - Utilize Salesforce or similar CRM tools to track investor outreach, opportunities, and communications, ensuring timely follow-up and seamless relationship management.
- Provide regular fundraising updates to internal stakeholders including portfolio managers and senior
Desired Skills & Experience - Bachelor's degree in business, finance, or related field; 5 years of relevant industry experience
- Demonstrated experience in real estate/private equity investments, including direct knowledge of market dynamics, investment structures, and trends.
- Exceptional organizational skills and attention to detail, with the ability to manage multiple projects and deadlines simultaneously.
- Strong quantitative and analytical skills, with the ability to analyze market data, financial models, and investment performance.
- Excellent written and verbal communication skills, with the ability to distill complex information into clear, actionable insights for investors and internal teams.
- High proficiency in Microsoft Excel and PowerPoint; experience with CRM tools such as
- Ability to think strategically, anticipate investor needs, and contribute to the development of new investment products and strategies.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.