Executive Assistant for Portfolio Management - Swift Real Estate Partners

October 11, 2017

Swift Real Estate Partners

San Francisco, California 94111


Corporate Headquarters, San Francisco, CA

Swift Real Estate Partners is pleased to announce that we have an exciting opportunity for an Executive Assistant to support Swift’s Portfolio Management team while lending support to our Chairman.

  • Do you have at least 8 years’ of experience as an Administrative Assistant where you have worn a lot of hats, have an eye for attention to detail, and are considered the role model when it comes to providing stellar customer service?


  • Do you thrive in a fast-paced environment changing gears from one exciting task to another, with no job too big or small?


  • Are you considered the “go to person” because of your take-charge attitude, ability to seamlessly manage projects with great flare where nothing slips through the cracks?


  • Do your teammates describe you as “the best colleague ever!” because of your YES-CAN-DO attitude, amazing work ethic and reliability?


  • Would you like to work for a great company that values its employees, with awesome colleagues that offers a collaborative team environment, and the opportunity for growth?

If you answered “yes” to the above and would like to dive into a great position where you can make your mark, then we are looking for you! 


Position Summary:

As the “go to person” in this exciting position you will support Swift’s Portfolio Management team where you will interact frequently with Swift’s investors, while also lending administrative support to the Chairman.  In this hybrid role you will utilize your stellar business administration skills and administrative expertise to handle the following: 



  • Using PowerPoint, prepare impressive Investor presentations

  • Event planning and overseeing Swift’s annual Investor Conference and “Friends of Swift” investor event

  • As Swift’s Ambassador and point-person for investors, extend a high-level of customer service in promptly responding to investor requests to ensure a positive experience

  • Prepare marketing packages for Swift’s investors

  • Facilitate the execution and distribution of critical investor legal documents such as K-1’s and other correspondence in addition to maintaining legal documents

  • Ensure legal documents such as Subscription Agreements and investor correspondence are delivered to investors in a timely and accurate manner, including confirming Subscription Agreements are returned

  • Using your amazing organization skills, oversee and create a system for maintaining critical legal documents such as Subscription Agreements

  • Track investor requests and ensure such requests are responded to in a timely manner fashion

  • Provide support to Swift’s Chairman for travel and calendar management; event and meeting coordination; and high-level touch to investors

  • Maintain Swift’s investment management portal, Juniper Square, to ensure vital information is accurately stored and maintained

  • Manage the Master Fund tracking sheet to ensure it is maintained and updated with detailed information for Swift’s fund raising efforts.This calls for excellent attention to detail and heavy investor interaction

The Ideal Candidate Will Possess The Following:

  • A minimum of 8 years of AA experience

  • Prior experience working for a investment firm and/or in a legal office preferred

  • Bachelor’s degree in Business Administration or a related field of study

  • Outstanding customer service skills with the ability to interact at a high-level with Swift’s investors

  • Strong team player capable of providing results under tight deadlines

  • Excellent communication skills; solutions-oriented

  • Proactive with a focus on working independently and results-oriented. Take-charge go-getter!

  • Amazing organization skills


About The Company:

Swift is a vertically-integrated real estate operating company founded in 2010, focused on West Coast value-add office and industrial properties. Swift has a proven track record of superior risk-adjusted returns to its partners. Swift owns and operates 6.7 million SF of office/industrial assets throughout California and the Pacific Northwest.


About Our Benefits:

In exchange for your talents and dedication, Swift Real Estate Partners offers a comprehensive healthcare and flexible spending benefits plan that include full coverage of the employee’s healthcare premiums, and coverage at 50% of dependents premiums.  In addition, we offer competitive salaries and bonus opportunity, an excellent 401(k) plan with an annual 3% contribution of total comp, 12-holidays per year and a Community Service Day. 


If you fit the profile above and would like to work for a thriving company, we look forward to receiving your resume in a Word document along with your salary expectations.  EOE.  M/F/D/V.  No phone calls please.