Associate – Real Estate Private Capital

COMPANY
Westmount Realty Capital, LLC, a Dallas-based, privately held commercial real estate development and investment management company with exceptional performance specializing in value-add and opportunistic real estate investments. With an entrepreneurial spirit and proven 30-year track record across several market cycles Westmount has steadily built up a portfolio of over 13 million square feet of industrial and office properties and nearly 3,700 multifamily units nationwide.

• Analysis of new investment opportunities
• Creation of highlight sheets, pitch decks other marketing materials as needed.
• Preparation of presentations to various audiences
• Work with databases and Salesforce to identify and reach out to prospective equity partners.
• Maintaining activities in Salesforce.
• Raise equity capital for each of our projects.
• Develop and execute a detailed sales plan and achieve or exceed sales quota.
• Prioritize new opportunities and engage clients proactively on a daily basis.
• Manage a sales pipeline and monthly sales forecast and track activities within CRM application.
• Assist in preparation of investment memorandums.
• Analyze pro-forma assumptions.
• Performing market research on upcoming deals.
• Various ad-hoc projects in support of the firm’s efforts.
• Have or obtain a Series 65 or Series 66 FINRA license.
• Assisting the Director – Private Capital as needed.

• BS or BA in Business, Finance, Real Estate or related field.
• 2-5+ years of previous capital markets experience, previous experience within the independent RIA market with key contacts may be substituted for specific industry experience.
• An understanding of, and demonstrated experience in, areas of real estate finance, property valuation and equity investment analysis.
• An understanding of, and demonstrated experience in, areas of industrial, office and multi-family
• Must have a quantifiable track record in business development.

• Excellent written and verbal communication skills.
• Strong organizational and analytical skills.
• Ability to effectively present information.
• Ability to respond effectively to sensitive issues.
• Must have developed relationships and the proven ability to further develop, cultivate and manage high quality relationships with equity partners, RIAs, Fee-only financial planners, High Net Worth investors.
• Must work well in a multi-functional collaborative environment and demonstrate a strong work ethic and committed client service.

• Ability to comprehend, analyze, and interpret complex legal and financial documents necessary to communicate with clients.
• Ability to solve problems.
• Requires advanced analytical and quantitative skills.

• Intermediate to advanced skills with Microsoft Office Suite.
• Advanced knowledge of Excel
• Self-starter” with the ability to prioritize workflow and meet demanding deadlines in a fast-paced environment.
• High attention to detail.
• Outstanding interpersonal and communication skills