Job Description

Company Overview:

Our client is a distinguished real estate private equity firm with an exceptional 30+ year track record in successful real estate investment, development, and management.

Based in Boston, the firm operates a robust, vertically integrated platform comprised of over 50 dedicated professionals. This extensive team, augmented by regional offices in the metropolitan New York City, Mid-Atlantic, and Southeast areas, leverages deep expertise across all facets of the real estate lifecycle, including acquisitions, development, asset management, and property management.

The firm's primary investment vehicles are focused on executing a value-add strategy through two substantial funds: Fund IV, a $650 million investment vehicle, and Fund V, an investment vehicle currently in fundraising with a target hard cap of $875 million. The firm strategically targets opportunities within the industrial, multifamily, and other select asset classes, with a clear mandate to create value, enhance margins of safety, and maximize risk-adjusted returns for their investors.

Position Overview:

The position of Assistant Vice President/Vice President, Investor Relations will focus on the marketing and servicing of our client’s real estate funds to the institutional marketplace. This pivotal role offers an exciting opportunity to join an entrepreneurial firm with a 30+ year history of success. Reporting directly to the Partner, Chief Operating Officer & Head of Capital, and working closely with the firm’s Chief Executive Officer and Partner, Chief Investment Officer, the successful candidate will play a critical role in all aspects of investor relations, product development, and capital-raising initiatives, in additional to serving as a crucial member of the firm’s communications team.

Key Responsibilities:

• Oversee the creation of all investor-related correspondence and presentations, including quarterly and annual reporting letters, and materials for LP/Advisory Committee meetings.
• Contribute to the drafting of private placement memorandums for new fund offerings.
• Manage the end-to-end process for developing and distributing marketing collateral such as presentation books, investment summaries, and research papers—to support capital raising initiatives.
• Respond comprehensively to Requests for Proposals (RFPs) and due diligence questionnaires from all prospective clients and their consultants.
• Ensure the timely production of all deliverables required to respond to ongoing investor and consultant information requests.
• Analyze the competitive landscape, including peer fund offerings, performance metrics, and investor activity trends.
• Maintain and enhance all firm information published on the corporate website and client portal.
• Support the creation, maintenance, and organization of all marketing collateral and investor presentation material repositories.
• Assist with the administration of the CRM (Juniper Square) database, investor portal accounts, and electronic investor mailings.
• Coordinate the firm’s public relations activities, including website updates, press releases, and corporate branding initiatives.
• Perform research on prospective investors and compile detailed prospect profiles.
• Provide exemplary client service to existing and prospective investors.
• Facilitate the management of investor legal documentation and subscription processes.
• Assist with the planning and organization of all investor meetings and conferences.
• Undertake special projects assigned by key Leadership Team members.
• Participate in fundraising activities, investor meetings and relationship management with limited partners.

Qualifications:

• Bachelor’s degree; minimum of 7+ years professional experience in investment management industry; experience in real estate investment management, capital markets, research and investor relations strongly preferred.
• CRM Database experience is a plus.
• Sharp, confident multi-tasker who is flexible, proactive, and adapts quickly in a fast-paced team-oriented work environment.
• Highly proficient in Microsoft Office; experience in creating high-level presentations and graphics using PowerPoint required.
• High degree of integrity and discretion with regard to confidential information and data.
• Highly organized with ability to prioritize tasks efficiently, maintain meticulous attention to detail, and manage multiple projects/relationships.
• Goal oriented work ethic with a pragmatic approach to problem solving and follow through.
• Friendly, energetic, and professional approach to interactions with both internal and external constituencies.
• Ownership mentality, action-oriented self-starter.
• Excellent interpersonal skills; strong and effective verbal and written communication skills.

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