- Assist in the creation of accurate, high-quality, and compelling requests for proposal (RFP), requests for information (RFI), and due diligence questionnaires (DDQ) from prospective investors and consultants
- Collaborate with internal subject matter experts in various functions to provide current and thorough responses to proposals (e.g. Asset Management, Investments, HR, Legal)
- Ensure the brand, product messaging, and tone are consistent throughout the proposal
- Assist in collecting information related to the specific goals and objectives of different investors and consultants in order to tailor responses to the target audience
- Assist with the completion of RFP/RFI/DDQ with tight deadlines, by establishing priorities through the information gathering, drafting, and final approval stages
- Maintain models for, and provide analysis of, fund performance and attribution, as well as assist with the reporting to internal and external stakeholders
- Cover the consultant community, including research on prospective consultants, mandates, and strategic investment plans, conference attendance and telephonic and in-person meetings to fundraise on behalf of family of funds
- Assist in the organization and maintenance of team proposal files
- Bachelors degree in Finance, Accounting, Economics, Business Administration, or related field
- Advanced excel experience with financial models is required
- Prior experience of writing or participating in an RFP process is preferred
- Experience with Yardi is preferred
- 1-3 years relevant industry experience
- Strong communication skills, both written and verbal
- Posses an understanding of the Real Estate industry and fundamentals
- Acute attention to detail
- Excellent editing and proofreading skills
- Strong quantitative skills and ability to understand and communicate Real Estate business and investment products to investors
- Exhibit effective organizational and time management skills
- Proficient in Microsoft Office suite of applications, specifically MS Word and MS Excel
- Ability to work independently as well as with a team. Comfortable working across the organization with all levels of management
- Flexibility to embrace change in a rapidly growing organization
- Present a clear interest in investment strategy, market dynamics, and real estate fundamentals
- Work in office in a general office setting
- No sponsorships or visa holders. No Corp-to-Corp.
- Medical Insurance
- Dental Insurance
- Retirement Plan
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Capital Markets Analyst - Washington, United States - Cyfle
Description
About the job Capital Markets Analyst
Salary: $ 75,000.00
We have partnered with a Real Estate servicing company in the Washington, DC area to provide them with a Capital Markets Specialist. Please review the below description and let us know if you are interested.
Prioritized Must Have Skills for the Capital Markets Specialist:
#1. Advanced excel experience with financial models
#2. Prior experience of writing or participating in an RFP process
#3. 1-3 years Real Estate industry and fundamentals experience.
Responsibilities of the Capital Markets Specialist:
Cyfle is a global business dedicated to connecting talents worldwide. Our comprehensive RPO services, placement services, and training services help businesses unlock their full potential.
