Interested and Qualified candidates, please submit resume to:

Sam Keithler | sam@kelleraugusta.com

Category:Acquisitions/Originations 

Director Capital Markets & Investor Reporting

Dallas, San Francisco, Los Angeles

JOB DESCRIPTION

The Director of Capital Markets and Investor Reporting will have responsibility for the Company’s Office division with indirect responsibility for Multifamily and Industrial products.

  • Assist in all fund-raising activities for all the firm’s investment vehicles with focus on the Office property sector, which may include travel across North America and international travel but with specific focus on procuring funds in the Western United States and Western Canada.
  • Write private placement memoranda, pitch books and other marketing materials including due diligence questionnaires.
  • Assist with the preparation, review, and negotiation of legal documents, including but not limited to private placement memoranda, partnership agreements, operating agreements, and side letters.
  • Oversee, produce, and compile all required investor reporting for the Office division and initially the Multifamily division of the Company.
  • Develop and manage relationships within the real estate investment community including public and private pension funds, endowments, consultants, insurers, fund-of-funds, private wealth/family offices and sovereign wealth funds.
  • Monitor, respond and log ad-hoc quantitative and qualitative investor queries, specifically side-letter reporting requirements.
  • Manage and attend investor events, including but not limited to on-site due diligence meetings and asset tours.
  • Special projects as needed.
  • Conduct research analysis to determine effective product launches; provide analytical inputs and write private placement memoranda, pitch books and other marketing materials.
  • Oversee investor reporting for the Office and Multi-family of the Company.
  • Manage and attend investor events, including but not limited to on-site due diligence meetings and asset tours.

COMPANY OVERVIEW

Our client is an international real estate investment management firm with offices in 31 cities and 15 countries across North America, Europe and Asia. They control nearly $10 billion in equity and have 20 billion assets under management making it among the top 50 real estate investment managers in the world, all while holding top decile performance for the past decade among the 488 of the world’s leading private equity real estate firms.  They specialize in the acquisition, development, leasing, and management of industrial, office, and related business park properties across North America and Europe through an array of value add and core return private equity investment vehicles.

The firm was founded in 2006 by a seasoned team with a long history and shared investment philosophy. Drawing on over 25 years of experience throughout multiple real estate market cycles, the firm’s principals believe that superior returns are generated from aggregating diversified portfolios of properties that meet tenants’ needs for value proposition and functionality, and consequently provide investors with a high level of cash flow as well as value-add growth and capital appreciation potential. The firm implements this tenant-focused property strategy from its multiple regional offices, allowing them to select and operate real estate in a direct and highly engaged manner.

QUALIFICATIONS

  • Prior investor relationships or the ability to grow them.
  • Investor facing experience and a professional demeanor to represent our client externally, with the highest standards of ethics and courtesy.
  • Financial and investment acumen, specifically, real estate sector experience & knowledge
  • Structuring and legal process experience related to private equity JV and fund investments.
  • Strong communication skills, both written and verbal.
  • Strong attention to detail and self-imposed high-quality standards of written output.
  • Persistence in all things – finding a route to the equity & investor decision makers, closing out project items.
  • Established investor network throughout North America preferred but not necessary.
  • The ability to think strategically about capital raising efforts using retained knowledge of market participants, trends, wider financial, political and economic factors.
  • The ability to read broadly, stay up-to-date on industry news and apply that knowledge intelligently, recalling connections, participations, individuals and historical interactions.
  • Project management skills, particularly efficiency and organizational skills.
  • Strong numeracy skills with the ability to understand and prepare performance analysis.
  • Ability to cope with multiple parallel priorities and a deadline driven environment.
  • Ability to structure arguments and to articulate them well in writing, particularly identifying and expressing key attributes and benefits in a concise manner.
  • Confidence and networking ability: will need to gather and coordinate information and relationships both internally and externally.