This job has expired, please see additional jobs below
Senior Investment Director, Real Estate
Consulting Industry Company
Boston, MA, United States
Job Details - this job has expired, please see similar jobs below
Firm Overview
Company was founded in the early 1970s to assist nonprofit institutions with the investment of their endowment assets. Today, we provide investment management, financial planning and proprietary investment research to over 1000 clients including nonprofit institutions, private clients (families), pension plans, and other large institutional investors. The firm advises on all asset categories, including equities, credit, hedge funds, real assets, and private equity investments. Our goal is to meet clients wherever they are in the investment process and create custom portfolios to meet each client’s investment objectives. We offer a variety of services to complement those needs, from acting as an outsourced investment office to providing access to our world-class digital research platform. Committed to independence since our founding more than 40 years ago, we are motivated only by what is best for our clients.
Company has a staff of more than 1,100 professionals, including 200 Investment Directors and 150 Investment Associates, based in 11 offices located in Beijing, Boston, Dallas, London, Menlo Park, New York City, Singapore, Sydney, and Washington DC. We select our employees with great attention to their potential to become valuable members of a collegial, intelligent and hard-working team.
Real Assets Investment Group Overview
The Real Assets Investment Group provides clients with investment management services across the full spectrum of public and private real assets investments, including real estate, infrastructure, and natural resources. Led by senior professionals with significant financial industry and real assets market experience, this global 20-person team is responsible for evaluating real assets markets, identifying investment opportunities, and managing client portfolios. We advise our clients on making debt and equity investments into real assets via public and private investment vehicles, co-investments, and separate accounts.
Our team of dedicated real estate professionals resides within the Real Assets Investment Group. The senior team is supported by nine analysts on the Real Assets Investment Group team.
Position Description
The Senior Real Estate Investment Director would be an integral leadership position at Company’ rapidly growing Real Assets Investment Group. This is a director position and comes with an attractive financial package including performance based short and long term incentives.
Senior Investment Directors focus on four primary responsibilities: advising clients on their public and private real estate investments; executing real estate co-investment and direct transactions on behalf of clients, researching real estate market trends, products and investment managers; and serving as a resource to the firm’s other Investment Directors. Each Senior Investment Director leads multiple client relationships and is responsible for monitoring multiple investment products and opportunities, which requires them to handle several projects at once.
Principal Duties
• Lead multiple client relationships, which entails developing, implementing, and reviewing real estate investment programs customized for the client’s investment objectives. In this capacity, Senior Investment Directors are responsible for developing appropriate financial and investment goals, investment policies, risk management frameworks, risk budgets, investment manager structures and investment selection. They will interact directly with the investment committees, finance executives, real estate and real assets directors, and chief investment officers of clients.
• Lead our efforts to source, underwrite, and recommend co-investment and direct real estate investment opportunities suitable for our clients’ investment objectives. This often entails managing multiple transaction processes with near-term deadlines simultaneously.
• Conduct investment research on real estate investment opportunities. This entails leveraging existing industry relationships, building new relationships, and conducting thorough due diligence on real estate investment managers around the world. Furthermore, Senior Investment Directors are responsible for staying abreast of market trends and authoring research on topics relevant to real estate markets and our clients’ interests. Senior Investment Directors are responsible for leading research projects and delegating and coordinating analyses and other work with the Investment Associates.
• Function as an internal resource. Senior Investment Directors serve as a resource to the broader staff on real estate markets and investments.
• Generate new business development opportunities and participate in business development activities, including attending and speaking at industry events and presenting at marketing meetings with potential clients.
Qualifications
• A BA/BS required, MBA or CFA strongly preferred.
• Minimum ten years' real estate related investment experience, preferably transactional experience.
• Demonstrated qualitative and quantitative analytical skills and strong written and oral communication skills.
• Demonstrated relationship-building skills.
• Proven project management and team leadership skills.
• Ability to work independently and in teams under time constraints.