Analyst - DivcoWest

October 23, 2017


SAN FRANCISCO, California 94105

The Investor Relations & Capital Raising Analyst/Associate will support all aspects of fundraising and investor relations, working primarily with the Head of Investors Relations, with key responsibilities including but not limited to:


  • Lead creation, production and maintenance of marketing materials for prospective and existing relationships including pitch books, asset and portfolio updates and case studies, tearsheets, private placement memorandums and other ad hoc requests
  • Coordinate and oversee approval process for all marketing materials through firm’s compliance program and act as a liaison with Corporate Counsel/CCO, Portfolio Management, Asset Management and Acquisitions to incorporate accurate data
  • Aggregate data from various internal groups to (i) prepare due diligence questionnaires (DDQ) as well as requests for proposals (RFP) and (ii) oversee timeline, team involvement and ensure on-time completion and distribution
  • Create and maintain master DDQ and RFP questions database
  • Serve as a contact for information request from clients, including limited partners, consultants and prospective relationships and collaborate with the Fund Reporting team to manage the list of outstanding investor inquires, requests and other follow-ups, ensuring timely responses
  • Develop ideas to identify and track prospective relationships and create strategies for cultivating new relationships
  • Collect data, create and maintain comparison summaries for competitive market terms and assist in creation of client-specific proposals, presentations and terms sheets for prospective client accounts
  • Manage creation and coordination of marketing materials for investor meetings, conferences, annual meetings working with fellow team members and assist with any requested planning needs for annual meetings
  • Support fundraising activity by tracking investors, preparing internal update reports as well as maintenance and organization of the firm’s internal CRM system including logging all investor calls, meetings and relevant investor updates and ensuring that all updates and follow-ups are properly tracked
  • Organize and oversee execution of investor visits, agendas and meeting materials for local and meetings on the road
  • Utilize Excel to gather and synthesize deal information on portfolio or prospective assets to create responses to clients’ questions, pipeline summaries and case studies
  • Manage organization of outstanding items and work with counsel to coordinate limited partners’ closing processes during fundraising
  • Assist with strategic firm initiatives, research projects and other miscellaneous projects as well as draft presentations and memorandums for senior management
  • Develop knowledge of real estate products, industry and market trends and regulatory requirements



  • Demonstrate a high level of initiative and strong work ethic; creativity and entrepreneurial spirit with the confidence to ask questions and ability to work in a fast-paced environment with curiosity and a strong wiliness to learn
  • An undergraduate degree is required with a track record of strong academic performance
  • 2 to 4 years of experience preferred including real estate experience in investor relations, acquisitions, asset management, investment banking, placement agent or consulting
  • Knowledge of real estate preferred, with a wiliness to learn deal structures and markets
  • Possess a high level of experience in PowerPoint and Excel as well as excellent communication skills (written and oral)
  • Maintain exceptional organizational, problem solving and analytical skills with the ability to process and convey information with key attention to detail and consistency
  • Ability to work and communicate effectively with strong interpersonal skills with both local and remotely-based team members and demonstrate ability to be part of a dynamic team