Capital Strategies and Formation Director

4 weeks ago


San Francisco, California, United States Utac Full time

Capital Strategies and Formation Director

The Capital Strategies and Formation team at DivCore is responsible for all client relations and capital raising, including the management of existing and new institutional partnerships, and the development of new strategic capital initiatives across DivCore.

The team also engages across the firm's existing closed-end funds, programmatic separate accounts, co-investments, and deal-specific capital opportunities, working closely with the Investment and Portfolio Management teams.

The Associate Director will be the team's execution specialist, overseeing all parts of the fundraising execution process for the firm's commingled funds, SMAs, and co-investments.

The Associate Director will be responsible for managing DivCore's marketing fulfillment process as well as driving the fund closure process.

This role requires coordination with numerous stakeholders inside the firm as well as regular client involvement.

Responsibilities

  • Lead and manage a team comprising an associate and analyst by overseeing comprehensive fundraising roadshow schedules, monitoring timelines, and aiding the legal closing process.
  • Serve as lead liaison between prospective clients/clients and internal teams to fulfill deliverables accurately and effectively.
  • Collaborate with the marketing, fund management, and operations teams to ensure consistent messaging, positioning, and streamlined processes, as well as addressing investor inquiries.
  • Keep the team and senior leadership informed on industry trends, competitive positioning, best practices, and emerging technologies, integrating these insights into strategic planning and initiatives.
  • Manage ad hoc projects such as fundraising strategy development, strategic presentations, and analytical support for the management team.

Qualifications

  • 7+ years of experience in U.S. capital raising or investor relations with an established track record of working with institutional relationships across North America.
  • Exhibit exceptional management capabilities, coordinating with various organizational teams and meeting deadlines while managing multiple projects simultaneously to support fundraising activities.
  • Demonstrated strong collaboration skills, evidenced by a team player mindset, with the ability to manage junior members.
  • Comprehensive knowledge of U.S. real estate capital market fundamentals along with familiarity with various property sectors across North America.
  • Team-oriented, collaborative, and outcome-driven, with an unwavering commitment to exceptional client service and doing the right thing.
  • Excellent organizational skills, coupled with polished written and verbal communication skills.
  • Self-starter with a strong sense of ownership and accountability.
  • Advanced proficiency with MS PowerPoint, Excel, and Word and experience/willingness to learn support software, including CRM systems and content management; Salesforce and Juniper Square.

Compensation

$150,000-$180,000

Annual bonus opportunity

Full benefits

401k

Unlimited paid time off

Weekly lunch stipend



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