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Senior Analyst Document Production, CRM and PM

Job LocationLondon
EducationNot Mentioned
SalarySalary negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Role PurposeThe key objective is to provide advice and support to clients who are seeking to raise capital for real estate Funds, Club Deals, Joint Ventures and Segregated mandates.CBRE Equity Placement is an independent placement agent to fund and asset managers looking to attract capital for an existing real estate vehicle or a new real estate strategy. Additionally, we trade equity stakes in unlisted real estate investments on behalf of investors via PropertyMatch or as portfolios. The team have advised / raised c. £30bn of capital since 2010.CBRE Capital Advisors has the platform and infrastructure to advise both GPs (Managers) and LPs (Investors) on business cases and vehicle structures, matched by the ability to quickly and efficiently source capital and investment opportunities on a global, regional and local basis.A vacancy has now arisen for an Associate Director to join the team to help lever this growing and successful business. The role will be responsible for project managing equity raising mandates and distilling complex investment themes into investor facing pitch materials and models. This is an excellent opportunity for a highly motivated individual seeking to make a significant impact within a large financial services group by assisting in the continued growth of a dynamic financial advisory business.In addition, whilst the role focuses on Equity raising, the individual will have an opportunity to work across the Real Estate Investment Banking team transactions and deals within the wider team.Key Responsibilities

  • Providing support and guidance to clients on managing their equity raising mandates.
  • Proactively managing client relationships.
  • Preparing detailed investor activity reports and presenting to clients.
  • Preparing market leading collateral and financial investment memorandums.
  • Assisting on the documentation, transaction and execution process
  • Participating in internal meetings and/or conference calls to provide updates on progress.
  • Person Specification/Requirements
  • Strong communication skills.
  • Excellent analytical, written and presentation skills.
  • Personable with ability to work in a team environment, managing upwards and downwards and giving and providing feedback.
  • Highly motivated and keen to learn.
  • The ability to prepare and present complex investment strategies with the skill and experience to influence and overcome objections.
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