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Requisition Number 15-0014
Post Date 8/8/2016
Title INVESTOR RELATIONS: Vice President, Client Service Executive
City Los Angeles
State CA
Description Position Purpose:

The ideal candidate should have relevant in-house experience at a real estate private equity firm or private placement group, and be keen to take on an integral role in an entrepreneurial environment. The major responsibilities of the Client Service Executive will be focused on supporting fundraising activities.

Job Responsibilities:
• Form, maintain and enhance relationships with potential and existing investors
• Raise capital for all funds and strategies
• Increase positive exposure of the firm and attract capital from the institutional investor community
• Cultivate relationships with institutional investors
• Conduct research on potential investors
• Communicate with potential investors regularly
• Contribute to writing PPM and manage the distribution and mailing; create materials for fundraising, road-shows and follow-up meetings
• Responsible for organizing road-shows, logistics and meetings from inception to completion covering the entire existing and potential institutional investor base
• Track investor subscription summary and maintain database of potential investors
• Coordinate scheduling for investor meetings
• Confirm all investor meetings and email materials to investors in advance of meetings
• Responsible for organization of due diligence visits in the corporate office and site visits
• Coordinate investor events and conferences
• Travel to investor events as required
• Provide investor feedback following all meetings and due diligence visits, including meeting notes and preparing follow up


Employee Benefits:
• Great opportunities for growth and career mobility
• Pay and promotion based on performance
• Entrepreneurial environment with a focus on collaboration
• 401K matching; competitive medical, dental and vision plans
• Opportunity to participate in leadership development programs
• Modern and contemporary work spaces
• Free employee parking or public transportation reimbursement
• State-of-the-art, on-site gym with locker room and towel service
• Monthly employee social events in addition to annual summer and holiday parties
• Subsidized lunches from local restaurants; complimentary snacks and drinks
Requirements • Bachelor’s degree in business, finance or related field required, MBA preferred
• Between 5 and 15 years’ experience in private equity institutional funds
• Direct experience in Investments or Client Service / Investor Relations with an established network of institutional contacts
• Demonstrated competence with Microsoft Office including Outlook, Excel, PowerPoint and Word
• Experience with SalesForce or similar software a plus
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