Investment Services Associate

2 weeks ago


Houston, Texas, United States Hines Full time
About the Role

Hines is a leading global real estate investment manager seeking a highly skilled Associate – Investor Services to join our team. As a key member of our Investor Services team, you will provide sales support to our Private Wealth Solutions business, working closely with internal and external sales teams to drive sales growth through financial intermediaries.

Key Responsibilities
  • Develop and maintain investor-focused sales materials, including pitch books, client presentation decks, and fact sheets, to support sales efforts.
  • Collaborate with marketing, fund management, and operations teams to ensure alignment of messaging and processes.
  • Engage in the review process for client-facing materials with relevant stakeholders, including fund and portfolio management teams, Corporate Analytics, Compliance, and Regional Directors.
  • Contribute to the compliance submission and approval process, including required revisions made by Hines Compliance, external counsel, FINRA, SEC, and state regulatory authorities.
  • Support capital raising efforts by coordinating sales process optimization, including sales technology rollouts, new products, and tactical content.
  • Analyze sales performance metrics, identify areas for improvement, and develop data-driven recommendations to enhance sales effectiveness.
  • Demonstrate superior project management skills, liaising with individuals across the organization and adhering to deadlines.
Requirements
  • Bachelor's degree from an accredited institution.
  • Five or more years of prior investor services, sales enablement, or marketing experience.
  • Financial services, capital markets, and/or real estate experience required.
  • Series 7 and 63 licenses, or willingness to obtain once hired.
  • Evidence of high attention to detail.
  • Proactive, can-do, problem solver attitude.
  • Ability to manage multiple priorities concurrently in a deadline-driven environment.
  • Excellent written and verbal communication skills.
  • Strong collaboration skills, evidenced by a team player mindset.
  • Advanced proficiency with MS PowerPoint, Excel, and Word.
  • Willingsness to quickly learn new software/technology platforms.
  • Experience with sales support and lead generation technology solutions, including CRM systems, content management software, etc.
About Hines

Hines is a global real estate investment manager with a diverse portfolio spanning $93.2 billion in assets across various property types. Our strategic approach integrates local expertise with global knowledge, taking calculated risks aligned with our convictions to exceed expectations and tailor solutions to our clients' needs.

We prioritize investing in our people, offering comprehensive training, competitive compensation, robust benefits, and generous vacation packages. By centering our focus on the growth and wellbeing of our team, we cultivate an inclusive environment where everyone, including our clients, can thrive.

Hines is proud to be named to Fast Company's prestigious annual list of the World's Most Innovative Companies.



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