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This senior level role is also responsible for directly interfacing with prospective and existing clients, client advisors, client portfolio managers, sales and relationship management teams, and related parties in order to assist in the capital raising and relationship management process with clients and investors, both institutional as well as from within the intermediary and private wealth channels.
Job Responsibilities:
- Develop strategies and execution plans to achieve the objectives outlined in client mandates and fund guidelines.
- Assist with the development of strategy/fund documentation, including private placement memorandum, partnership agreements, investment advisory agreements, and other investment documentation as well as execute capital raising plans
- Evaluate and oversee the acquisitions, asset management, development, and disposition activities, including sustainability integration within the strategy, to ensure client/fund objectives are achieved
- Evaluate, review, and implement multi-year strategies for the portfolio, including hold//sell recommendations
- Manage liquidity requirements of the portfolio, including determining distributions, reserves, and additional sources of funding
- Manage risks within the investment portfolio, including exposure, concentration, counterparty, tenant, leasing, credit, interest rate, foreign currency, political, etc. risks and interfacing with internal control parties
- Review the annual business plan, leasing plan, capital and development program and operating budgets presented by asset managers
- Assist with capital raising through directly interfacing with prospective and existing clients, consultants, client advisors, client portfolio managers, and relationship managers throughout the capital raising lifecycle
- Review investment strategies, markets, portfolio performance, and portfolio updates/reports to prospective and existing clients, client portfolio managers, and relationship managers
Required Qualifications, Capabilities, and Skills:
- Minimum of 15 years of institutional real estate acquisitions and asset/portfolio management experience across multiple sectors, including living, industrial/logistics, office, retail, and/or hotel with strong experience/track record in value-add/opportunistic strategies
- Minimum of 10 years of investing in several primary Asia Pacific real estate markets
- Working with internal transaction teams as well as a variety of local joint venture partners and operators, both publicly listed and privately held, and third-party service providers such as asset managers, property managers, leasing agents, appraisers, etc.
- Investing and working with real estate development and renovation projects
- Track record of successfully raising capital from global institutional investors, consultants, family offices, and private wealth channels
- Sound analytic skills sound investment judgment
- Leadership and internal/external relationship building skills
- Ability to train, supervise, coach, and develop junior team members
- Thorough understanding of real estate investment structures, open/close-ended, SMAs,
- Ability to work collaboratively in a team environment, a self-starter with ability to work on multi-task
Preferred Qualifications, Capabilities, and Skills:
• Fluency in Japanese and Korean is a plus.
Source: JP Morgan Career Page
