Our client, a leading investment firm, is looking for an Associate to join their Real Estate Client Relations team in LA.
27th December, 2021
Our client is a leader among global investment managers specializing in alternative investments, with $155 billion in assets under management as of May 31, 2021. The firm emphasizes an opportunistic, value-oriented, and risk-controlled approach to investments in credit, private equity, real assets, and listed equities. The firm has over 1000 employees and offices in 19 cities worldwide.
Job Description & Synthesis
The Product Specialist Group (“PSG”) is a part of our client's Client Relations organization and is responsible for (i) serving as representatives/spokespeople for their strategies and products to explain strategy positioning and investment theses; (ii) creating, refining and managing content that effectively conveys our strategies’ investment approach, capabilities and portfolio activity; (iii) responding to investor requests for information about their prospective and current investments and meeting with those clients/prospects to deliver portfolio reviews; (iv) delivering marketing programming and thought leadership to raise awareness about the firm's offerings and broad platform capabilities; and (v) assessing and supporting the development of new product opportunities.
This PSG Associate position will be aligned to the firm's three real estate strategies (real estate debt, real estate income, and opportunistic real estate) and will support those areas at the direction and under the supervision of our real estate product management professionals. The candidate will be expected to develop internal subject matter expertise regarding our strategies’ approach, areas of focus, and portfolios
Product Marketing / Fundraising
Supporting the real estate Product Management and Investment teams in the design and creation of fundraising-related product/strategy content (e.g., pitch books and presentations, competitor analyses, talking points, thought pieces)
Assisting in the development/improvement of existing content or the development of new materials by staying abreast of industry, asset class, and competitor trends
Learning compliance and related industry advertising rules to assist in the creation of compliant content (may include creating supporting documentation in partnership with other departments)
Assuming project management responsibilities related to new product launches or other initiatives
Product Investor Relations / Client Servicing
Preparing standard content (e.g., brochures and portfolio review materials) and custom presentations to be used with investors during update meetings, at client conferences, etc.
Assisting with collateral or website maintenance routines as needed
Ideating and implementing improvements to associated data aggregation or reporting processes through enhanced or new technology tools
Crafting product/strategy commentary or investment performance commentary
Responding to or providing information on product- or strategy-specific inquiries and requests under the direction of Product Management professionals
Understanding the strategy(ies) or product(s), market(s) and operational structure(s) to be able to draft responses to investor inquiries where appropriate
Coordinating with the appropriate internal resources when information is not readily available
Preparing content as part of the firm’s bi-annual client conference and other programming/event initiatives
Occasionally supporting the Corporate Communications & Branding team to deliver client events, conferences, or other programs
Working closely with product specialists, marketing representatives, investment professionals, and other internal stakeholders to research new product ideas
Contributing to internal materials or analysis for new products
Researching and preparing analyses regarding competitive landscape or precedent case studies
Bachelor’s degree (major in Finance, Business, Marketing, Communications or related field preferred).
1 to 4 years of experience preferably within the investment banking, institutional asset management, or consulting industries; client-facing experience a plus;
Prior experience in real estate;
Excellent PowerPoint skills for creating client-facing and internal presentations;
Excellent communication skills, both written and verbal;
Experience managing multiple projects simultaneously and working collaboratively as part of a team;
Ability to interact directly with clients, portfolio managers, and senior leadership;
Understanding of key macroeconomic, industry, and regulatory trends affecting our business and the potential impacts (or opportunities created) for our strategies;
Highly resourceful; ability to exercise superior judgment regarding investor requests: to interpret them, ask appropriate questions, seeking guidance, and escalating issues as appropriate;
Ability to acquire a thorough knowledge of the legal, accounting, compliance, and investment aspects of the investment products offered by our client;
Research experience utilizing third-party data provider platforms a plus; and
FINRA licenses (Series 7 and 63) are a plus.
Be highly motivated to succeed and to foster the success of his/her teammates;
Demonstrate the poise, confidence, and professionalism to establish relationships, garner support, and engage team members to ensure successful completion of projects;
Desire to be in a dynamic role with a high level of rigor and where the work may change day-to-day;
Be a self-starter who originates ideas, and identifies and captures opportunities, and can push forward on initiatives with limited oversight or guidance;
Have excellent interpersonal and communication skills (verbal and written) – must show an aptitude for explaining technical concepts clearly and simply;
Possess outstanding attention to detail and superior organizational skills;
Have strong integrity, professionalism, and dedication to excellence;
Excel in a demanding, fast-paced environment while maintaining the highest quality standards;
Be a natural problem solver who can independently identify and recommend improvements to enhance productivity and efficiency.