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Reporting directly to the Head of Client Care, the Client Care Director will be responsible for client service and capital raising support on behalf of CBRE IM’s flagship US enhanced return fund series, in addition to project managing the launch of the latest vintage.
The Client Care group (CCG, also known as Client Relations or Investor Relations in other firms) centralizes investor communications under one ‘front line’ department acting as a center of excellence and the first port of call for investors. Each team works on a group of funds/mandates working alongside the portfolio teams and the client solutions teams in executing strategy, delivering on promises to investors, and supporting fund growth. A key focus will be the facilitation and implementation of the Client Care initiative across the Americas platform.
Additionally, the Client Care group is responsible for communications to investors, providing a centralized workflow to fund teams, capital raising teams, collaborating with Legal counsel/fund administrators/fund operations on fund documents, and client on-boarding, partnering with teams across the organization for internal/external requests, in addition to special projects with the wider global CCG and other business lines.
What you will do
- Serve as a Product Champion, senior point person, dedicated to the US enhanced return fund series but with the flexibility to support other products as needed.
- Product team lead with responsibility for supervision of assignments/priorities, technical guidance, review of work, coaching, training, developing, delegating and mentoring junior team members.
- Expected to contribute ideas to the development of strategy for the capital raise efforts.
- Recognized as an expert within the client support and capital raise area.
- Interprets internal or external business issues and recommends solutions/best practices.
- Work independently, with guidance in only the most complex situations but across functional areas to solve complex problems that have a broad impact on the business.
- Project manage the fund launch and campaign for the latest fund vintage end-to-end, manage stakeholders, deliverables and milestones, lead project team calls, set up a project plan and master file, implement processes for running a streamlined campaign.
- Serve as the primary contact for the Fund teams in delivering information to investors.
- Serve as the liaison for all Client Solutions officers and existing investors, possessing in-depth knowledge of the products.
- Confidently manage stakeholder relationships.
- Manage daily workflow with responsibility for setting personal and departmental deadlines.
- Deliver product updates to the Client Solutions team and coordinate/create marketing materials and plans with Client Solutions product captains and other internal teams.
- Facilitate, coordinate, complete, support, review and sign-off on RFP/RFI/DDQ/investor ad hoc request responses.
- Create content, prepare materials, review and sign-off of on the preparation and execution of due diligence and investor meetings.
- Execute proposed marketing activities, such as presentations and roadshow coordination.
- Prepare, review and sign-off on quarterly marketing materials updates, creation/distribution of investor communication, standard and bespoke reporting, quarterly questionnaires and consultant databases, day-to-day queries, ad hoc communication and fund materials.
- Lead the organization of webcasts, quarterly/annual meetings and advisory boards, including coordination and sign-off of associated materials.
- Review and sign-off on work of junior team members.
- Drive documents, data, and systems management: facilitate and implement efficiencies, ensuring quality and integrity of data.
- Drive Salesforce platform management: dashboards, content, tracking, closings & pipeline and contact. Ensure Client Solutions and Fund expectations are aligned.
- Oversee the management of information uploaded and distributed through the client portal.
- Collaborate with wider global CCG to enhance the service provision; ensure strong messaging, consistency, best practice, and roll-out of new initiatives.
What you will need
- Bachelor’s degree in real estate, business, or finance.
- Minimum of 8+ years of experience in a related role in the real estate industry.
- Proven experience managing junior team members.
- Experience working in a matrix structure.
- Proven experience in Client Care/Client Relations/Investor Relations/Product Specialist role within an investment management firm.
- Prior experience working in value-add, closed-end real estate strategies.
- Prior experience working with Institutional Investors.
- Prior experience working with an investment team.
- Strong IT skills (Word, Excel, PowerPoint).
- Experience with Salesforce and Juniper Square preferred.
- Strong presentation and communication skills, both verbal and written
- MBA, CFA or CAIA credentials is a plus.
- VBA, Python and automation experience is a plus.
- Willing to work in the downtown LA office for a minimum of four days a week.
Source: CBRE Career Page
