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Role and Accountabilities:
- Project manager for the development of content and documentation (and subsequent marketing) of selected LaSalle funds, either existing or about to be launched
- Leading the completion of RFP (Request for Proposal) responses – co-ordinate and schedule planning meetings and timelines for the collaboration, production, editing and approval of RFPs, including setting up the project teams with the business unit manager using our response database, writing new responses and creating presentations
- Creating and updating marketing presentations for new clients, prospects and consultants
- Project managing pitchbook preparation
- Ensuring the timely preparation of final meeting materials
- Maintaining and updating presentation and PowerPoint slide archives
- Coordinating with the regional compliance officer
- Supporting and coordinating the drafting fund marketing documentation (introductory fliers, investor pitchbooks, offering memoranda and term sheet) or investor pitchbooks;
- Maintaining up-to-date marketing information, including management of an online RFP library
- Organizing and coordinating investors’ due diligence days, related materials and asset tours
- Liaising with our various operational, research and fund teams to create product information and case studies for use by IR and other internal teams
- Assisting in new product development and researching competitive products and potential investors
- Tracking of progress for the relevant North America funds, being day-to-day point person within IR throughout the whole capital raise period
- Keeping external databases and publication lists up-to-date on a regular basis
- Submitting regional surveys
- Partnering with IR colleagues in our other offices around the world regarding best practices, information sharing and other relevant tasks
- Monitoring competitors’ activity and information
- Supervising, training and leading junior professionals in the team including providing day-to-day guidance and reviewing their work on RFPs, presentations and other client materials
- Assist on complex projects that require business acumen, strategic thinking and proactive problem-solving
Required Qualifications & Experience:
- A minimum of 8-10 years’ experience, preferably in investment management, consulting, banking or real estate
- Demonstrated experience in investor relations, client service or capital raising
- Track record of successful project management and team leadership
- Ability to understand business objectives and independently drive project to completion
- Experience mentoring junior professionals and improving team processes
- Excellent written and verbal communication skills
- Strong sense of team work and excellent organizational skills
- Strong numerical, analytical and problem solving abilities
- High energy level and willingness to engage and drive outcomes
- Ability to work in a results-oriented, project-driven, real-time team environment, prioritize projects, self-start and deliver quality results within tight time constraints
- Creativity and very high attention to detail and quality, e.g. proofing content, punctuation, format, appearance, etc.
- Strong interpersonal skills and ability to manage senior managers and their expectations
- Ability to manage complex documentation
- Fully proficient in all Microsoft Office applications
- Participate in continuing on-the-job training to develop new and existing skills
- Thrives in a continuous improvement environment; flexible and adaptable
- Ability to work across different time zones which may mean extended days
- Willingness to obtain any required Securities license(s) within a year of hiring
