As an Investment Specialist within our Global Real Estate team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.
Job Responsibilities:
- Prepare and update marketing collaterals, including strategy pitch books, product profiles, and ad-hoc materials.
- Complete updates to consultant databases in collaboration with the dedicated team.
- Respond to requests for proposals (RFPs), requests for information (RFIs), and due diligence questionnaires; prepare competitor analysis on Real Estate funds.
- Collaborate with internal teams, consultants, and clients to answer questions and resolve issues, ensuring timely and accurate responses.
- Update and maintain internal databases, client cash flows, fund AUMs, and other records on a monthly and quarterly basis.
- Assist with fund-level reporting for all investors, including client statements, snapshots, and quarterly/annual reports.
- Review data and reports to identify gaps and issues, maintaining a high level of competency.
- Identify and implement efficiency initiatives to improve team productivity.
- Participate in weekly meetings, information-sharing sessions, and fund webcasts.
- Support the growth of the business by expanding existing relationships and delivering new products.
- Ensure quality and accuracy in all client-facing materials and communications.
Required qualifications, capabilities, and skills:
Preferred qualifications, capabilities, and skills:
CFA is a plus.