Summary
The project management team supports the client services and IR team with putting together marketing materials, pitch books, and data analytics to respond to investor requests. It is not client facing, but is a very dynamic role that will provide a lot of exposure across the business.
Company Information:
- Leading Real Estate Developer in NYC
- Global Offices
- 1,000 Employees
- Tight knit, team oriented work environment
Job Description:
- Manage siloed or parallel aspects of fundraising process
- Pro-actively create and manage investment strategy and fund-specific marketing materials
- Prepare offering memoranda, investor presentations, case studies, fact sheets and other documents related to private funds
- Respond to ad-hoc prospective investor information requests, such as RFPs, DDQs and RFIs
- Produce and update internal talking points and briefing documents
- Coordinate road shows, conferences, diligence sessions, and investor meetings
- Understands LP landscape and preferences, styles and requirements across key regions and investor types
- Support the global client relationship management team as needed
- Create post-fundraise marketing and communication materials and assist in the organization of investor relations initiatives
- Strong strategy/product knowledge and ability to communicate details of fund approach
- Conduct alternative asset industry research
- Update consultant and industry databases
Requirements / Qualifications:
- Bachelor’s Degree in Finance/Econ or related major
- Previous experience in investor services or performance analysis
- Strong Excel skills
- Ability to operate independently as well as in a team
