AVP, Capital Markets

Found in: Jooble US O C2 - 2 weeks ago


Boston MA, United States Berkshire Residential Investments Full time
Company Overview

Berkshire Residential Investments is a people-first real estate investment company who values not only the impact we make as a company, but the time we spend together in our high-performing teams. We value individual skills and perspectives to allow us to best serve our employees, investors, residents, and other stakeholders.

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.

Position Summary

The Assistant Vice President, Capital Markets will be responsible for all designated tasks in support of the group's product development, capital raising and client servicing efforts for Berkshire's Multifamily Investment businesses.

Responsibilities include, but are not limited to:

Support new product development and corporate growth strategy

  • Create internal product approval memos, business plans and Board of Directors presentations for different product initiatives
  • Assist with the compilation of industry and competitive research, including assessment of market terms and conditions
  • Assist with product structuring and understanding legal and tax issues
  • Lead the production of Private Placement Memorandums
  • Review fund model outputs and effectively communicate results with prospective investors
  • Evaluate and price potential M&A activity and other inorganic growth opportunities

Support capital raising and client servicing efforts for a range of products

  • Lead the completion of due diligence questionnaire requests and RFPs
  • Write, edit and update marketing materials
  • Maintain and update key corporate statistics and track record information
  • Assist with preparation for investor meetings and site visits
  • Assist with the completion of investor and consultant information requests
  • Populate and maintain online data rooms for prospective investors
  • Collaborate with other Berkshire teams to collect data and information for prospective investors
  • Use and leverage the team's CRM to track prospective investor communications and assess the composition of Berkshire's investor base

Internal support for Business Development initiatives

  • Mentor and collaborate with other Business Development team members
  • Help prepare internal capital markets updates
  • Assist in the completion of strategic area plans
  • Consistently demonstrate use of tact and discretion

Knowledge/Experience:

  • Minimum of 5 years of experience in real estate investment management
  • Investment banking, real estate private equity or institutional real estate consulting background a plus
  • Excellent analytical and Excel modeling skills
  • Experience with CRM software
  • Able to work independently, handle multiple priorities and apply good judgment
  • Smart, energetic, team player with a strong work ethic and commitment to excellence
  • Able to work effectively with Berkshire employees and other professionals
  • Demonstrate broad knowledge base and "big picture" strategic thinking
  • Demonstrate self-confidence with senior management
  • Demonstrate mature conduct in high pressure and sensitive situations
  • Strong interest in a real estate investment management career
  • Demonstrated management skills with track record of building teams and identifying, mentoring, and growing talent in-person and virtual
  • Aptitude for organizing, prioritizing, and managing multiple priorities, using critical thinking and problem solving
  • Demonstrated multi-modal communication style that reaches every stakeholder, specifically excellent verbal and written communication
  • Collaborative working style with inclusive work and thinking behaviors, commitment to excellence in teams and work product, with a strong work ethic
  • Proficiency and willingness to adopt new systems and processes
  • Demonstrate emotional intelligence in high pressure and sensitive situations
  • Ability to see, analyze and understand business dealings in terms of the overall business plan
  • Tenacity, patience, and perseverance to work with business deals from beginning to end of process
  • Represent the Berkshire employment brand well to candidates by seeking to understand the capabilities and insights of people with unique backgrounds, cultures, styles, and abilities
  • Maintain confidentiality of sensitive information and communications of information
  • Develop productive working relationships with all team members including internal clients and external third parties
  • Demonstrated high level of ethics and integrity with a straightforward and honest approach

Technical/Educational Requirements:

  • Demonstrated advanced Excel and PowerPoint skills required
  • Demonstrated ability to use and learn new technology (e.g., computers/hardware, mobile, software, cloud-based programs)
  • Proficiency with computers, keyboards, monitors and telephone headsets.
  • Proficiency in remainder of Microsoft Suite of Products (e.g., Word, Outlook, Teams,)

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.

Berkshire Residential values diversity, equity, inclusion and belonging. Berkshire is committed to providing equal opportunity in all practices, including employees and applicants for employment. We ensure that decisions affecting employees are made without regard to their race, color, creed, national origin, age, disability, gender, gender identity, sexual orientation, or any other protected status. #J-18808-Ljbffr

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