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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