Description
Investor Relations and Client Services professional to report to two Principals of a Commercial Real Estate Private Debt firm. This person will serve as the primary contact and relationship manager for the Fund’s investors, which include pension funds, endowments and ultrahigh net worth individuals. The firm plans to begin fundraising for their next closed-end fund soon.
Investor Relations
- Proactively manage investor relationships for the Fund and effectively articulate the Fund’s strategy to investors and other stakeholders
- Log, track and respond to inquiries with a focus on articulate and efficient communication with the Fund’s investors
- Conduct periodic visits with investors and consultants to provide updates on the Fund and its investments
- Maintain and update internal investor and consultant database and develop and manage relationships with potential investors
- Take a leading role in new fundraising initiatives and investment strategies
Marketing
- Create high-impact marketing materials, including firm and Fund presentations, fact sheets, competitor analyses, case studies, and customized reports
- Prepare regular investor letters, investment and market commentaries, and presentations for the annual general meeting and advisory committee meeting
- Plan and coordinate regularly occurring investor events such as the annual general meeting and advisory board meeting as well as marketing events for other stakeholders
- Assist in building positive exposure and brand awareness for the firm and ensure best practices in communicating the firm’s strategy and core principles
- Manage and oversee content and updates to the firm’s website
- Liaise with the COO to ensure all marketing and reporting materials are in compliance with legal and regulatory requirements
Investor Reporting
- Coordinate the preparation and ensure compliance with all monthly, quarterly, annual and event specific investor reporting required by the Fund’s limited partnership agreements and side letters
- Provide periodic investor updates regarding the Fund’s investments and performance
- Prepare investment management reports for overseas fund reporting and participate in quarterly board meetings with overseas directors
Research/Miscellaneous
- Monitor industry news, market reports, peer group activity, media coverage and compile regular reports and newsflashes for firm education as well as investor updates
- Prepare applicable information and contribute to the development and circulation of company press releases in coordination with the firm’s third-party marketing agency
- Develop marketing and due diligence materials, such as private placement memoranda (PPMs), pitchbooks and due diligence questionnaires (DDQs) for new investment vehicles
- Execute on strategic initiatives for the firm and ad hoc special projects
This job is no longer active.