Analyst, Capital Markets

2 weeks ago

Boston, United States Berkshire Residential Investments Full time

**Position Summary**

The Analyst, Capital Markets is responsible for supporting the Capital Markets team with all aspects of capital raising and client service.

**Responsibilities include, but are not limited to**:
**CAPITAL RAISING**
- Assist with completion of prospective investor requests (RFIs, RFPs, DDQs) across the firm’s equity and debt fund offerings
- Assist with addressing ad-hoc due diligence requests within the provided deadlines
- Assist with the maintenance of Berkshire’s RFP software to support the Capital Market team’s capital raising efforts
- Assist with preparation and updating of marketing material (marketing presentations, fund summaries, quarterly portfolio overview decks)
- Assist with industry research, monitor websites for notable client, prospect, competitor, and real estate market activity
- Analyze financial models and strategies for new investment product initiatives
- Collaborate with internal business groups, as required, on the completion of all assigned tasks
- Assist with tracking prospect pipelines, existing investor information, etc in Berkshire’s Customer Relationship Management (“CRM”) software

**CLIENT SERVICE**
- Promote and elevate Berkshire’s brand by delivering high-quality support to prospective investors in the form of expedited delivery of due diligence responses in a consistent voice and timely production of marketing material in accordance with company brand guidelines
- Assist with meeting material for the Berkshire Annual Client Conference and other regular fund meetings

**INTERNAL SUPPORT**
- Assist with tracking corporate facts and figures and current investors
- Help drive technological advancement and adoption

**Knowledge/Experience**:

- 1-2 years of real estate and/or private equity experience
- Knowledge of real estate investment concepts and metrics
- Excellent verbal and written communication skills
- Smart, energetic, and a team player with a strong work ethic and commitment to excellence
- Work effectively with Berkshire employees and other professionals
- Demonstrate self-confidence with senior management
- Demonstrate mature conduct in high pressure and sensitive situations

**Technical/Educational Requirements**:

- Bachelor’s degree
- Skilled in the use of computers and able to adapt to new technology
- Experience with a CRM system and/or online investor reporting system a plus

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

**Education**: Required
- Bachelors or better

**Skills**: Preferred
- Analytical Concept Thinkg
- Berkshire Values
- Communication
- Computers / Technical
- Dependability
- Fund Raising
- Interpersonal
- Investor Relations
- Personal Organization

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