Associate Capital Markets

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 Associate, 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
• Maintain Berkshire’s RFP software as the team’s primary user to support capital raising efforts, which includes (i) coordinating with internal stakeholders to execute the collection, writing, editing, and maintenance of new content, (ii) implementing an organized audit process to ensure internal stakeholders’ routine review of existing content and (iii) actively managing and organizing a comprehensive library of existing content
• Assist with the preparation and updating of marketing materials and investor deliverables, such as presentations, one-pagers, PPMs
• Assist with ad-hoc due diligence requests within the provided deadlines
• Assist with preparation for investor meetings and site visits
• Assist with the compilation of industry and competitive research, including monitoring websites for notable investor, prospect, competitor and real estate market activity
• Assist with tracking prospect pipelines, existing investor information, etc. in Berkshire’s Customer Relationship Management (“CRM”) software

CLIENT SERVICE

• Assist in preparation and coordination of Berkshire’s Annual Investor Conference and other regular fund meetings
• Assist with the formatting and branding of various materials in accordance with company brand guidelines to be used with current and prospective clients
• Communicate with multiple internal business groups to coordinate the production of deliverables in a timely manner

Internal Support

• Assist with tracking current investment information and corporate facts and figures
• Collaborate with all members of the Capital Markets team & offshore resources
• Drive technological advancement and adoption
• Consistently demonstrate use of tact and discretion

Knowledge/Experience:

• 3 years of real estate private equity experience
• Clear understanding of fund management and private funds structure, preferably with knowledge of real estate investment concepts/metrics
• Team player with an aptitude for organizing, prioritizing and managing multiple priorities using critical thinking and problem solving
• Efficient in ascertaining the most effective way to complete a task, handling unexpected difficulties, and prioritizing correctly to meet deadlines
• Demonstrated self-confidence with senior management
• Demonstrated mature conduct in high pressure and sensitive situations
• Demonstrated multi-modal communication style that effectively engages every stakeholder
• Excellent verbal and written communication skills
• Diligent attention to detail and accuracy
• Embraces a collaborative and inclusive approach to teamwork and problem-solving, consistently delivering high-quality results with a strong work ethic and dedication to excellence
• Proficiency and willingness to adopt new systems and processes
• Develop productive working relationships with all team members including internal clients and external third parties
• Demonstrated high level of ethics and integrity with a straightforward and honest approach

Technical/Educational Requirements:

• Bachelor’s Degree in Business, Finance, Accounting, Economics and/or a related field is strongly preferred
• Demonstrated ability to use and learn new technology (e.g., computers/hardware, mobile, software, cloud-based programs)
• Experience with response management software a plus
• Proficiency with computers, keyboards, monitors and telephone headsets.
• Proficiency in Microsoft Suite of Products (e.g., Word, Outlook, Excel, Teams, Power Point)

Berkshire Residential offers an excellent benefits package, focusing on our employees’ total health and wellness. We offer programs and incentives that promote physical, mental, financial, and behavioral wellbeing both within and beyond our workplace. Please visit our Careers page for full details – and to learn more about how we value our employees.

Berkshire Residential values diversity, equity, inclusion and belonging. Berkshire is committed to providing equal opportunity in all practices, including employees and applicants for employment. We ensure that decisions affecting employees are made without regard to their race, color, creed, national origin, age, disability, gender, gender identity, sexual orientation, or any other protected status.