Analyst

As a member of EquityMultiple team, you will represent our firm to the existing and potential investors. You will be expected to efficiently deliver investment-related solutions and communicate the firm’s investment strategies to EquityMultiple’s investors. You will play a critical role in helping the firm to achieve excellence in investor satisfaction, which is one of our core competencies. This entry-level role is an excellent opportunity to learn our business from the inside-out, develop professional skills, and gain familiarity with commercial real estate and alternative investments. This role is expected to be client-facing from day one, as such, we are looking for a candidate with exceptional emotional intelligence and professionalism to join our expanding team. 

Key Responsibilities

• • Liaise and collaborate with our various teams (operations, marketing, investments, and asset management) to deliver robust and responsive resolution on complex investor requests, inquiries via email and phone while maintaining a high level of responsiveness and professionalism
  • Onboard new potential investors to the EquityMultiple platform; enhance customer relationships through routine engagement, follow-ups, and establish trust
  • Supporting all aspects of the marketing, fundraising cycle, and be prepared to competently communicate the firm’s investment strategies with investors
  • Participate in routine investments, sales, and product strategy sessions, contribute your ideas regarding investor acquisition and conversion
  • Assist the firm’s client KYC efforts, monitor and maintain client records and files in accordance with compliance policies

Qualifications:

• • 0-3 years of work experience (client-facing experience is a plus)
  • Excellent written and oral communication skills
  • Efficiency, resourcefulness, and sharp analytical mindset
  • Ability to thrive in a fast-paced, collaborative environment and quickly adapt to new technology
  • Humble attitude with a strong willingness/desire to learn
  • High emotional intelligence and maturity 
  • Broad based knowledge and understanding of real estate finance, alternative investments and/or finance in general
  • Currently have, or willing to attain, SIE, Series 7 and 63 or 66 license
  • Must be a detail-oriented, well-organized self-starter with high energy and creativity

These qualifications would give you a leg up:

• • Specific expertise in financial industry sale, particularly real estate finance or alternative investment products
  • Experience with CRM
  • SIE, Series 7, and 63, 65 or 66 license
  • Understanding of SEC regulations with regards to communications

 

EquityMultiple is a leading online investment platform that is leveraging technology to help modernize the real estate industry. Together, our cross-disciplinary team is reimagining how real estate investments are sourced, underwritten and funded, connecting investors to a range of pre-vetted investments across the country. Since 2016, EquityMultiple has executed over 60 commercial real estate transactions with an aggregate value of over $1 billion. We are privately funded by leaders in the real estate and finance industries and strategically partnered with Mission Capital, a real estate capital markets firm that’s executed more than $70 billion in transactions. EquityMultiple operates nationally and is headquartered in NYC.

 

EquityMultiple is an equal opportunity employer and values diversity. All employment is decided on the basis of qualifications, merit, and business need.