Associate Capital Markets

Description

The Associate, Capital Markets is responsible for supporting the Capital Markets team with all aspects of capital raising and client service.

• Develop productive working relationships with all team members including internal clients and external third parties
• Assist with tracking current investment information and corporate facts and figures
• Assist in preparation and coordination of Berkshire’s Annual Investor Conference and other regular fund meetings
• Assist with tracking prospect pipelines, existing investor information, etc. in Berkshire’s Customer Relationship Management (“CRM”) software
• Assist with the compilation of industry and competitive research, including monitoring websites for notable investor, prospect, competitor and real estate market activity
• Maintain Berkshire’s RFP software as the team’s primary user to support capital raising efforts, which includes (i) coordinating with internal stakeholders to execute the collection, writing, editing, and maintenance of new content, (ii) implementing an organized audit process to ensure internal stakeholders’ routine review of existing content and (iii) actively managing and organizing a comprehensive library of existing content
• Assist with completion of prospective investor requests (RFIs, RFPs, DDQs) across the firm’s equity and debt fund offerings
• Assist with ad-hoc due diligence requests within the provided deadlines
• Collaborate with all members of the Capital Markets team & offshore resources
• Assist with the preparation and updating of marketing materials and investor deliverables, such as presentations, one-pagers, PPMs
• Communicate with multiple internal business groups to coordinate the production of deliverables in a timely manner
• Assist with preparation for investor meetings and site visits
• Assist with the formatting and branding of various materials in accordance with company brand guidelines to be used with current and prospective clients

Requirements

• Consistently demonstrate use of tact and discretion
• Diligent attention to detail and accuracy
• Excellent verbal and written communication skills
• Proficiency in Microsoft Suite of Products (e.g., Word, Outlook, Excel, Teams, Power Point)
• Team player with an aptitude for organizing, prioritizing and managing multiple priorities using critical thinking and problem solving
• Proficiency and willingness to adopt new systems and processes
• Demonstrated multi-modal communication style that effectively engages every stakeholder
• Clear understanding of fund management and private funds structure, preferably with knowledge of real estate investment concepts/metrics
• Bachelor’s Degree in Business, Finance, Accounting, Economics and/or a related field is strongly preferred
• Experience with response management software a plus
• Proficiency with computers, keyboards, monitors and telephone headsets.
• Demonstrated high level of ethics and integrity with a straightforward and honest approach
• Demonstrated self-confidence with senior management
• 3+ years of real estate private equity experience
• Demonstrated mature conduct in high pressure and sensitive situations
• Demonstrated ability to use and learn new technology (e.g., computers/hardware, mobile, software, cloud-based programs)
• Efficient in ascertaining the most effective way to complete a task, handling unexpected difficulties, and prioritizing correctly to meet deadlines

Benefits

Berkshire Residential offers an excellent benefits package, focusing on our employees’ total health and wellness. We offer programs and incentives that promote physical, mental, financial, and behavioral wellbeing both within and beyond our workplace. Please visit our Careers page for full details – and to learn more about how we value our employees.

If you’re interested in a workplace where everyone feels empowered to bring their full, authentic selves to work each day, come join our talented and growing team at Berkshire Residential Investments. Our environment of entrepreneurial spirit, culture of expertise and our people-first approach will allow you to thrive while continuing to grow in your career.

CAPITAL RAISING

Training + Development

Interview process

Visa Sponsorship

Security clearance