Job Description

Position Overview:

A leading real estate investment firm is seeking a VP level Product Specialist with a background in real estate or real assets. This individual will play a critical role in relationship management, project management, investor due diligence, and the preparation of investment materials

Primary Responsibilities

Investor Relations & Fundraising Support:

• Support existing and prospective investor relationships through initial and ongoing due diligence efforts and a focus on enhancing client engagement.
• Manage the fundraising process for new real estate private equity vehicles, including funds, separate accounts and co-investments, from pre-marketing to closing.
• Lead the preparation of marketing pitchbooks, Private Placement Memorandums (PPMs), and other investor communications.
• Collaborate with internal stakeholders to enhance the content and strategic direction of fund/venture materials, tailored to specific investor needs.

Due Diligence & Investor Engagement:

• Completion of Due Diligence Questionnaires (DDQs), Requests for Proposals (RFPs), and ad-hoc investor requests.
• Manage investor queries during the due diligence process, providing timely, well-researched, and comprehensive responses.
• Coordinate and facilitate investor meetings, presentations, and webinars.

Strategic Market & Product Development:

• Conduct real estate market research, identifying trends, opportunities, and risks that could impact investor decision-making and new product offerings.
• Analyze investor feedback and fundraising trends to assist in the development and refinement of new product offerings, ensuring they meet the needs of current and prospective investors.
• Work closely with Legal, Fund Management, and Compliance to ensure smooth execution of product launches, fund closings and other investor-related initiatives.

CRM & Reporting:

• Utilize Salesforce or similar CRM tools to track investor outreach, opportunities, and communications, ensuring timely follow-up and seamless relationship management.
• Provide regular fundraising updates to internal stakeholders including portfolio managers and senior

Qualifications:

• 7+ years of experience in real estate investment, product management, or investor relations.
• Strong understanding of real estate investment strategies, capital markets, and financial structuring.
• Proven track record of managing investment products and supporting fundraising initiatives.
• Excellent communication, presentation, and relationship management skills.
• Bachelor's degree in finance, business, or related field; MBA or relevant advanced degree preferred.

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