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Capital Strategies & Formation, Associate

Company: DivcoWest
Location: San Francisco
Posted on: May 17, 2022

Job Description:

Company BackgroundFounded in 1993, DivcoWest is a multi-disciplinary real estate investment firm headquartered in San Francisco, with offices in Los Angeles, Menlo Park, Boston, Washington DC, and New York City. Known for our long-standing relationships and track record of success in markets where innovation thrives, we combine entrepreneurial spirit with an institutional approach to deliver value-add solutions to the world's most innovative companies.DivcoWest aims to create environments that inspire ingenuity, promote growth, and enhance the health, happiness, and well-being of all people. A disciplined code of ethics is at the core of all that we do. We value our partners and our people, and believe that the collective energy of a diverse team is what drives our creative ideas and solutions.DivcoWest is seeking candidates for a Capital Strategies & Formation Associate Director position in its San Francisco office. Interested candidates should please send their resumes to Elizabeth Ficek at EFicek@divcowest.com.
Role DescriptionThe Capital Strategies & Formation ("CSF") team at DivcoWest is responsible for all institutional fundraising activity, management of existing institutional partnerships, and development of new strategic capital initiatives. The team also engages across the firm's programmatic separate accounts, co-investments and deal-specific capital opportunities, working closely with the Investment and Portfolio Management teams.DivcoWest is seeking to hire a highly motivated individual who works well in a team-oriented environment and has demonstrated excellence in prior endeavors.
Responsibilities

  • Lead marketing materials updates, production and maintenance for prospective and existing relationships including pitch books, asset and portfolio announcements, case studies, private placement memorandums, and other ad hoc requests
  • Aggregate data from various internal groups to assist in preparation of due diligence questionnaires (DDQ) and requests for proposals (RFP), while effectively managing time and multiple deadlines
  • Coordinate with investments, accounting, legal and compliance to ensure accuracy and appropriate approvals for all marketing materials
  • Maintain and generate internal trackers and databases, including CRM (Salesforce) and Investor Reporting System (Juniper Square), to ensure meeting notes, investor updates, contacts and follow-ups are properly recorded
  • Serve as a contact for information request from clients, including limited partners, consultants and prospective relationships and collaborate with the Investor Reporting team to manage the list of outstanding investor inquires, requests and other follow-ups, ensuring timely responses
  • Utilize Excel to gather and synthesize transaction information on portfolio or prospective assets to draft responses to clients' questions, pipeline summaries and case studies
  • Collect data, create and maintain comparison summaries for competitive market terms and assist in creation of client-specific proposals, presentations and terms sheets for prospective client accounts
  • Manage creation and coordination of marketing materials for investor meetings, conferences, annual meetings working with team members and assist with any requested planning needs for industry events or firm conferences
  • Assist with investor visits by preparing agendas, background information and meeting materials for onsite visits or roadshows
  • Contribute to firm-wide strategic initiatives, research projects and other miscellaneous projects as well as draft presentations and memorandums for senior management
  • Develop knowledge of real estate products, industry and market trends and regulatory requirements
  • Work with Business Intelligence to create ways to further analyze portfolio trends and assist with fundraising
    Qualifications
    • An undergraduate degree is required with a track record of strong academic performance
    • 3 to 5 years of experience in investor relations, acquisitions, asset management, investment banking, private placements or consulting
    • Demonstrate a high level of initiative and strong work ethic; creativity and entrepreneurial spirit with the confidence to ask questions and ability to work in a fast-paced environment with curiosity and a strong willingness to learn
    • Outstanding analytical and organizational skills with a proven ability to function efficiently and problem-solve in a high-pressure and time-critical environment
    • Knowledge of real estate preferred, with a willingness to learn
    • Possess a high level of experience in PowerPoint and Excel as well as excellent communication skills (written and oral)
    • Maintain exceptional organizational, problem solving and analytical skills with the ability to process and convey information with key attention to detail and consistency
    • Ability to work and communicate effectively with strong interpersonal skills with both local and remotely based team members and demonstrate ability to be part of a dynamic team
      DivcoWest is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state or local law. Pursuant to San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Please review our company Privacy Policy regarding the use of any personal information you provide us at: https://www.divcowest.com/privacy-policy/

Keywords: DivcoWest, San Francisco , Capital Strategies & Formation, Associate, Other , San Francisco, California

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