Modesto, CA
Salary Estimate: Confidential
Employment Type: Full Time
Work Place: Part Remote
Experience Required: 2+ to 5 years
Education Required: 4 Year College
Job Description
- Annual compensation: $140,000 plus $35,000 discretionary bonus
- Competitive benefits including:
- Health, Dental, Vision, and Life Insurance
- 401(k) & 401(k) matching
- Paid time-off and Sick time-off
- Assist in developing marketing and fundraising materials, including pitch books, campaign teasers, due diligence questionnaires, offering memorandum, competitor information, prospect pipelines, among others for investors
- Work with senior management to develop a marketing plan and pipeline of prospective Investors
- Build and develop relationships with prospective Investors, facilitate the scheduling of qualified prospective Investor presentations and coordinate capital roadshows
- Coordinate and represent Graceada Partners at industry-sponsored conferences to attract and schedule prospective Investor meetings
- Take ownership of the entire sales/fundraising process with prospects
- Populate and maintain all client activity and relevant information in the contact management system Juniper Square
- Nurture the current Investor relationships to remain current on investment objectives and present new investment opportunities
- Coordinate, assist and review RFI/RFPs by collaborating with the RFP team and respective expert team to ensure final review and sign-off
- Coordinate and assist due diligence activities undertaken by prospective Investors
- Manage and assist legal in final stage Investor negotiations
- Keep abreast with competitor products and strategies
- Be able to answer Investor/prospect questions with ease, understand portfolio management decisions, know the pitch and have knowledge of high priority pipeline deals
- Developing and maintaining relationships with Investor and Consultant industry
- Minimum of bachelor's degree with 3 years of relevant experience
- Investor-oriented mindset
- Demonstrated proficiency in anticipating requests/needs
- Ability to multi-task, prioritize, and manage time effectively
- Excellent organizational skills and the ability to effectively maintain databases, keep accurate to-do lists, and follow up with all investor requests
- Exceptional interpersonal, communication, writing, and research skills
- Advanced Microsoft Office skills [including Excel and PowerPoint]
- Ability to travel as required
- Client Service or Investor Relations experience in Financial Services/Real Estate preferred
- Familiarity with CRM systems including Juniper Square
- Graceada Partners is committed to Diversity, Equity, and Inclusion; candidates should possess similar values
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