Capital markets associate/analyst

Employment Type

: Full-Time

Industry

: Miscellaneous



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Capital Markets Associate/Analyst Your ease and ability to connect and communicate with others inspires confidence. You are a polished professional with high business acumen, acute attention to detail, who always ensures everything is done to the highest standard, including tasks you’ve done many times before. You understand that following policies and procedures ensures all our investors feel equally important, valued and respected. You are a master of time management through a sense of urgency, and maintain your composure in the face of challenges, multiple demands and deadlines. You thrive in a fast-paced environment and love challenges. If this sounds like you, come join our team! As our Capital Markets Associate/Analyst, you will be reporting to the CEO, through working with the investment team on investor relations while maintaining a high level of integrity related to sensitive content leveraged in critical company decisions. This is an exciting opportunity to play a pivotal role in the fundraise and investor relations aspects of our company. This position will play a major role in quarterbacking the fundraise itself. You will help manage important relationships with high level investors and strategic partners by providing quick and accurate responses to inquiries, internal and external reports, terms sheets, presentations and financial updates. You skillfully balance frontend investor communications, with the technical knowledge and expertise (thorough understanding of core financial reports, Excel, PowerPoint, etc.) needed to prepare presentation materials. Excitingly, you will be exposed to all critical elements of the company that the CEO and Senior Managers deal with on a day-to-day basis and support the company’s largest fundraise to date as well as ongoing investor relations management for our 200 existing clients! Responsibilities and Duties Fundraising Support & Compliance· Perform various scenario analysis and sensitivity tables with current projects and funds.· Play key role in Project Management of the fundraise effort (coordinate all outreach, manage and grow the investor pipeline and funnel, and work with analysts and other team members to ensure accurate, complete and timely responses to all sales leads).· Create Pitch Books for new investments, updates on existing investments, and for the purpose of supporting other strategic initiatives within the finance team.· Coordinate meetings and events with existing clients and potential investors and prepare presentations for same. · Field investor questions on all new deals, and respond to investor requests including RFPs, presentations and proposals.· Put together preliminary models and analysis for investor questions with support from analyst.· Create Due Diligence/ Marketing materials for investor meetings and calls; and assist with investor due diligence requests from prospective investors and coordinate responses with various teams.· Research and provide input on current market trends.· Work with other team members in ensuring compliance aspects of the raise. Relationship Management & Client DevelopmentParticipate in investor meetings (including client networking events and due diligence meetings) and calls; proactively assist with advance meeting prep and subsequent follow-up, including drafting thank you notes, compiling any necessary data from the various investment and legal teams to respond to open information requests from the meetings, etc.Maintain and improve our CRM system and distribution lists for reporting, communications and events. Manage, log and track all investor communications (calls, emails, meetings, follow-up and next steps) into CRM database.Assist in researching, tracking and onboarding of new client relationships and cross-sell opportunities, and maintain prospect lists in CRM.Fostering and managing external strategic partnerships including, but not limited to, investors, civic and government officials, new business partners, and work with Soft Vendors such as lawyers, lenders, branding consultants. Reporting & Analysis Utilize analysis of trends and brand strategies for budgeting process, outline potential benefits, risks, and impact of implementing new strategies. Work with finance/accounting/operations/development teams to prepare various internal and external communications (fund notices, quarterly reporting, marketing presentations and various ad hoc reports).Interpret, compile, and anticipate recurring and ad hoc investor requests to produce high-quality reports and responses.Play a support role in internal coordinator between finance teams and investment teams to track corporate and investment updates.Assist in competitive analysis and peer benchmarking. Qualifications:The ideal candidate for this position will thrive in a highly entrepreneurial, social, and fast-paced environment. This candidate should be extremely motivated to learn about all aspects of the real estate investment field, be an enthusiastic team player, offer innovative ideas and can manage multiple priorities with competing deadlines. Excellent communication, analytical, decision-making, and follow-up skills are required. 2-5+ years of experience (experience will dictate between analyst or associate) in a big 4 accounting, loan origination position, loan brokerage, real estate development company, or combination with banking or private equity. BS or BA in Business, Finance, Economics, Real Estate or Accounting Strong Excel Capabilities (ability to run and update models with fundamental understanding of assumptions. Ability to manipulate Excel models for use in valuation, risk analysis, forecasting, scenario modeling, etc.Exceptional written, verbal and interpersonal communication skills Ability to review, redline and respond to legal term sheetsStrong business acumen understands the key financial drivers and dynamics related to operational goals of an organizationMust thrive in a fast-paced environmentStrong client service commitment, including management of confidential business mattersStrong analytical capability with understanding of, and interest in, financial markets and private market strategiesStrong computer skills including knowledge of PowerPoint & Word. Proven ability to execute critical thinking and approach all situations with a consistent methodology and analytical processHighly collaborative team player who can prioritize and manage varied tasks from different managersProficient in CRM database management or ability to learn quicklyExperience with client development and relationship management preferred but not requiredPassionate for a career in real estate and related investment activitiesRiaz Capital is an equal opportunity employer and values diversity in the workplace.Salary: Commensurate with experienceStatus: Full-timeStart Date: ImmediatelyLocation: Oakland Office

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