Senior Associate, Real Estate Business Development

Responsibilities

• Work with the Northeast Lead to support institutional marketing / sales efforts generally and specifically, to leverage the time and resources of the Northeast Lead.
• Partner with the Northeast Lead to jointly cover certain high touch existing clients and consultants.
• Develop a targeted outreach program to engage with prospective clients and advisors within the Northeast Lead’s assigned sales territory.
• Travel to and participate in client/ consultant review meetings and client/ consultant/ prospect sales pitches.
• Host and coordinate the internal attendees and prepare presentation materials for investor onsite meetings.
• Work with the Northeast Lead to oversee investor due diligence and client onboarding process.
• Oversee client and prospect communication sales database and ensure timely delivery of materials.

• 3 years’ experience supporting the development and execution of marketing strategy for an institutional investments business.
• Proficient with Microsoft Office Suite;
  Salesforce CRM;
  Preqin; and Intralinks.
• FINRA Series 7 & 63 licenses.
• Chartered Alternative Investment Analyst (CAIA) Charter holder.
• Strong analytical and problem-solving skills, with careful attention to detail.
• Self-motivation and ability to work within a team environment.
• Willingness and desire to learn and teach others.

Demonstrates expertise in developing and executing marketing strategies for institutional investments, with strong capabilities in client communication, investor due diligence, and onboarding processes. Proficient in utilizing CRM tools and analytical skills to support sales efforts and enhance client engagement.

• FINRA Series 7 License
• FINRA Series 63 License
• Chartered Alternative Investment Analyst (CAIA)