Bakersfield, CA
Salary Estimate: $75,000.00 - $99,999.00
Employment Type: Full Time
Work Place: Remote
Experience Required: 5+ to 7 years
Education Required: 4 Year College
Benefits
Job Description
Who We Are
GW Capital is a national Private Equity Firm having partnered in over 500 Million of Multifamily Assets with a focus on helping Physicians and High income Professionals accelerate to Financial Freedom through curating a personalized recession-resilient real estate portfolio with the highest risk-adjusted returns. We offer a Customizable Fund and are General Partners in over 2000 doors across the Sunbelt and other High growth MSAs. We take pride in Impact Investing and GW Gives our Charitable mission empowers children with disabilities in Rural India. We raise capital for our projects primarily from physicians and high income retail investors, and we are seeking a superstar to take our capital-raising efforts to the next level.
Role Description: Full time, Flexible start date
Location: Remote (West Coast Preferable)
We are looking for a well-educated, polished and presentable individual who will fit well into a remote team and values speed, execution and quality of work. You are an individual who thrives off building and maintaining relationships, is naturally customer-first, excited about creating and delivering investor presentations, and has analytical skills to assess financial data and oversee investments.
Requirements
- Bachelor’s degree in Business, Marketing, or related field, MBA, and/or CFA desirable.
- 5+ years of investor relations experience, dealing with investors and a strong proven track record raising capital - preferably 100 Million dollar + annual raises
- 2+ years of financial services/investment experience
- Exceptional verbal and written skills
- Perform in a high-pressure environment, self starter and independent problem solver
- Meet tight deadlines and mandatory monthly capital raise metrics
- A strong understanding of finance, investments, and the economy.
- Experience working remotely and with start-ups or small organizations.
Primary Responsibilities:
- Lead new investor outreach and serve as the main point of contact for our HNW investors and institutional funding sources during the raise and after onboarding including building systems for document collection and tracking, investor portal data entry etc.
- Manage Investor database on CRM and establish and improve SOPs for investor outreach, tracking during capital raise and ongoing investor experience
- Help drive GW Capital’s presence in online forums and work closely with marketing team to help develop messaging for increased online authority
- Liaise between the IR Department, Finance Department, third-party fund administrator, custodians, etc. to process new and additional investments and account maintenance documents
- Organize and collaborate with Asset Management, Marketing, and Legal teams to create webinars for investor education and reporting
- Assist in preparing marketing/targeting and investor materials for existing and potential investors, including investor decks and fund offering documents
- Assist with creation and distribution of ad hoc reports, quarterly investor reporting, Disseminate investor communications and documents via Investor portal and CRMs
- Analyse and present funds metrics and deal data and Facilitate the timely execution of capital calls and other fund actions
- Leverage our strong online and marketing presence, capitalizing on hundreds of untouched "legacy" leads and a steady stream of new leads each week.
- Manage all Investor Relations Associates
- Build relationships with our current Operators and bring a roster of High quality Operators aligned with our growth trajectory assisting in Strategic Partnership formation
- Work closely with the CEO contributing to scaling strategy development and execution.
Preferred Experiences:
- Commercial Real Estate experience
- Consultation & sales experience
- Investor Outreach & CRM experience
- Fund Management & RIA experience
To Complete Your Application
- Please complete the following form https://airtable.com/appql3ktKUEXss7Zc/pagv5Be8z9mozVqoP/form
- For priority consideration, please email admin@gwcapital.com a short video explaining why you see yourself as a great candidate for the position.
GenerationalWealthMD & GW Capital
• 1-100 employees
After 9 years as a Physician Real estate Investor investing across 5 states in 2 countries and having helped other physicians acquire over $530+ million dollars' worth of real estate, I am deeply committed to helping you build a secure passive income floor - so you can live life and practice medicine on your terms.
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