Analyst, Capital Markets - Boston, United States - Berkshire Residential Investments

Berkshire Residential Investments

Verified Company

Boston, United States

2 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

Position Summary

The Analyst, Capital Markets is responsible for supporting the Capital Markets team with all aspects of capital raising and client service.

Responsibilities include, but are not limited to:

CAPITAL RAISING

Assist with completion of prospective investor requests (RFIs, RFPs, DDQs) across the firm's equity and debt fund offerings
Assist with addressing adhoc due diligence requests within the provided deadlines
Assist with the maintenance of Berkshire's RFP software to support the Capital Market team's capital raising efforts
Assist with preparation and updating of marketing material (marketing presentations, fund summaries, quarterly portfolio overview decks)
Assist with industry research, monitor websites for notable client, prospect, competitor, and real estate market activity
Analyze financial models and strategies for new investment product initiatives
Collaborate with internal business groups, as required, on the completion of all assigned tasks
Assist with tracking prospect pipelines, existing investor information, etc in Berkshire's Customer Relationship Management ("CRM") software

CLIENT SERVICE

Promote and elevate Berkshire's brand by delivering highquality support to prospective investors in the form of expedited delivery of due diligence responses in a consistent voice and timely production of marketing material in accordance with company brand guidelines
Assist with meeting material for the Berkshire Annual Client Conference and other regular fund meetings

INTERNAL SUPPORT

Assist with tracking corporate facts and figures and current investors
Help drive technological advancement and adoption

Knowledge/Experience:

12 years of real estate and/or private equity experience
Knowledge of real estate investment concepts and metrics
Excellent verbal and written communication skills
Smart, energetic, and a team player with a strong work ethic and commitment to excellence
Work effectively with Berkshire employees and other professionals
Demonstrate selfconfidence with senior management
Demonstrate mature conduct in high pressure and sensitive situations

Technical/Educational Requirements:

Bachelor's degree
Skilled in the use of computers and able to adapt to new technology
Experience with a CRM system and/or online investor reporting system a plus

Berkshire Residential offers an excellent benefits package, focusing on our employees' total health and wellness. We offer programs and incentives that promote physical, mental, financial, and behavioral wellbeing both within and beyond our workplace. Please visit our Careers page for full details - and to learn more about how we value our employees.

Berkshire Residential values diversity, equity, inclusion and belonging. Berkshire is committed to providing equal opportunity in all practices, including employees and applicants for employment. We ensure that decisions affecting employees are made without regard to their race, color, creed, national origin, age, disability, gender, gender identity, sexual orientation, or any other protected status

Education:
Required