What are the responsibilities and job description for the Analyst, Capital Markets position at Berkshire Residential Investments?
Company Overview
Berkshire Residential Investments is a people-first real estate investment company who values not only the impact we make as a company, but the time we spend together in our high-performing teams. We value individual skills and perspectives to allow us to best serve our employees, investors, residents, and other stakeholders.
If you’re interested in a workplace where everyone feels empowered to bring their full, authentic selves to work each day, come join our talented and growing team at Berkshire Residential Investments. Our environment of entrepreneurial spirit, culture of expertise and our people-first approach will allow you to thrive while continuing to grow in your career.
Position Summary
The Analyst, Capital Markets is responsible for supporting the Capital Markets team with all aspects of capital raising and client service.
Responsibilities include, but are not limited to:
CAPITAL RAISING
- Assist with completion of prospective investor requests (RFIs, RFPs, DDQs) across the firm’s equity and debt fund offerings
- Assist with addressing ad-hoc due diligence requests within the provided deadlines
- Assist with the maintenance of Berkshire’s RFP software to support the Capital Market team’s capital raising efforts
- Assist with preparation and updating of marketing material (marketing presentations, fund summaries, quarterly portfolio overview decks)
- Assist with industry research and competitive analysis; monitor websites for notable client, prospect, competitor, and real estate market activity
- Analyze financial models and strategies for new investment product initiatives
- Collaborate with internal business groups, as required, on the completion of all assigned tasks
- Assist with tracking prospect pipelines, existing investor information, etc in Berkshire’s Customer Relationship Management (“CRM”) software
CLIENT SERVICE
- Promote and elevate Berkshire’s brand by delivering high-quality support to investors in the form of expedited delivery of due diligence responses in a consistent voice and timely production of marketing material in accordance with company brand guidelines
- Assist with meeting material for the Berkshire Annual Client Conference and other regular fund meetings
INTERNAL SUPPORT
- Assist with tracking corporate facts and figures and current investors
- Help drive technological advancement and adoption
Knowledge/Experience:
- 1-2 years of real estate and/or private equity experience
- Knowledge of real estate investment concepts and metrics
- Excellent verbal and written communication skills
- Able to work independently, handle multiple priorities, and apply good judgment
- Smart, energetic, and a team player with a strong work ethic and commitment to excellence
- Work effectively with Berkshire employees and other professionals
- Demonstrate self-confidence with senior management
- Demonstrate mature conduct in high pressure and sensitive situations
Technical/Educational Requirements:
- Bachelor’s degree (graduation date prior to January 1, 2025)
- Skilled in the use of computers and able to adapt to new technology
- Experience with a CRM system and/or online investor reporting system a plus
