Summary
Leading Private Credit Firm Seeking VP/ED, Product Specialist (Real Estate)!
Company Information:
Leading Private Credit Firm
Job Description:
- Responsible for deep portfolio understanding and product knowledge across the client’s Real Estate Investment Platform
- Possess thorough understanding of the firm’s distinct investment approach and philosophy
- Lead the continued development and maintenance of marketing (e.g. flipbook, portfolio update, data and performance analytics, market environment / opportunity set, competitor landscape, etc.)
- Travel with the firm’s Salesforce to market Real Estate Fund offerings
- Proactive and Sales/Client oriented
- Synthesize third-party market research to identify trends, opportunities and risks for the business
- Lead the completion of investor information and diligence requests (RFIs, RFPs, DDQs)
- Manage and maintain data and presentation materials for all investor updates (including portfolio overviews, investment details, risk reports) for existing and prospective investors
- Perform special projects for senior management on an as-needed basis. These projects may address numerous areas of the business including finance, rating agencies, new products and marketing.
Requirements / Qualifications:
- A minimum of 7 years in a Real Estate specific product specialist role within a private credit firm, real estate firm, an asset management firm, placement agent, investment consultant or advisory firm and/or well-respected alternative investment firm with strong real estate product offerings
- Deep experience with Real Estate Credit
- Excellent technical and quantitative skills required to address analytical inquiries and due diligence requests from prospects, investors, and salesforce (seamless in PowerPoint and Excel, and strong overall quantitative ability)
- Ability to create/develop best-in-class marketing materials, presentations, investor collateral, while leveraging technical product knowledge and market insights
- Strong communication and organizational skills
- Ability to manage multiple tasks simultaneously with keen attention to detail
- Self-starter with a track record of driving results with minimal guidance
- Capable of thriving in an environment where individuals are empowered to take on responsibility, collaborate globally in a team-oriented framework, and operate under time pressure with a positive attitude and strong work ethic
- Bachelor’s degree is required
