What are the responsibilities and job description for the Real Assets PM & Origination Director position at Stifel?
Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let’s talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
Our leading practice is looking to add a Director to our Project Management team. This Director will participate in the execution/project management of current real asset mandates as well as in the sourcing of new prospective clients across real assets. The Director will have exposure to all aspects of the real asset alternative investment market as well as North American-focused and Global managers and investment strategies. The Project Management Director has the overall goal of managing the fundraise process and raising capital for our real asset clients.
What We're Looking For
- Participate in, and take some leadership of the diligence, launch, and project management of Funds.
- Serve as a product specialist for distribution team.
- Manage client relationships, with oversight. May co-lead or lead team on fund assignments.
- Participate in origination/interacting with potential clients, and perform due diligence.
- Oversee the production, maintenance, and updating of Fund materials.
- Oversee upkeep/internal distribution of management reports, client reports, meeting notes, call notes, etc.
- Manage and mentor junior team members.
- Create and maintain good relationships with GP clients.
- Generate new business GP leads when possible.
What You'll Bring
- Solid knowledge of financial services.
- Solid technical understanding of alternative investment products.
- Superior verbal and written communication skills with credibility to deal with clients at a senior level and respond to detailed and challenging questions.
- Exceptional analytical, sales and marketing instincts.
- Solid understanding of alternative investment products and the fundraising process.
Education & Experience
- Minimum Required: B.S. or B.A.
- Minimum Required: 7 years' of financial services experience
Licenses & Credentials
- Minimum Required: FINRA SIE, FINRA Series 79, & FINRA Series 63 at or within 3 months of start date
Systems & Technology
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook
About Stifel
Eaton Partners, a Stifel Company, is one of the oldest, largest and most experienced fund placement agents in the world. The firm’s purpose is to raise institutional capital for investment managers across a full range of alternative strategies – private equity, real assets, real estate and hedge funds/liquid products. In addition, Eaton has a dedicated team focusing on general product advisory, secondaries, and directs. Eaton Partners has participated in raising over $130 billion of institutional capital across more than 175 highly differentiated investment funds. Eaton Partners was acquired by Stifel in January 2016.
With over 65 employees in ten offices worldwide, Eaton’s reach is extensive and our dedication to capital raising is unparalleled. The team has strong, long-held relationships with over 4,000 of the largest, most active institutional investors in the US, Europe and Asia Pacific. Eaton’s investor network has a desire to invest substantial capital, with the average commitment of $50 million.
Eaton’s deep sector knowledge and unrivaled insight into the private fund market across several asset classes allows the team to raise capital efficiently and effectively. Eaton thrives on working alongside the most innovative funds and consistently partners with the highest-quality fund managers.