Associate, Capital Markets

Transwestern; Dallas (TX); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dynamic individual to join their team in Dallas. This role focuses on supporting capital markets and business development efforts, including creating fundraising plans and maintaining investor relationships. The ideal candidate will have a strong educational background and experience in real estate fundraising, with excellent organizational and communication skills. This innovative firm values collaboration and independence, providing a supportive environment where team members can thrive and contribute to impactful projects. If you are passionate about real estate and eager to make a difference, this opportunity is perfect for you.

Qualifications

• Experience in private real estate fundraising and marketing preferred.
• Strong attention to detail and organizational skills are essential.

Responsibilities

• Create fundraising plans and maintain an investor prospect database.
• Prepare marketing collateral and coordinate with internal teams.

Skills

Leadership Skills

Interpersonal Skills

Attention to Detail

Organizational Skills

Problem Solving

Communication Skills

Self-Motivator

Education

Undergraduate Degree

Tools

Juniper Square

PowerPoint

Excel

Word

Job description

Four dynamic, integrated companies make up the Transwestern enterprise, giving us the perspective to think broadly, deeply and creatively about commercial real estate. Clients and investors rely on us for expertise that spans institutional and opportunistic investment, development, hospitality, and brokerage and asset services. Our award-winning, collaborative culture empowers team members with resources and independence to work across boundaries in pursuit of innovative solutions, reinforcing a reputation for service excellence that translates to measurable results. Through offices nationwide and alliance partners around the globe, we positively impact the built environment and our communities while fostering a work climate that champions career vitality for all. Learn more at transwestern.com and @Transwestern.

Transwestern Investment Group (TIG), a real estate investment adviser, seeks to provide value to institutional clients through what we believe to be compelling, thematic investment opportunities across property types and risk profiles within the United States. Part of the Transwestern companies, we have sourced and executed more than $7 billion of real estate investments to date in 26 markets.

Transwestern is built on a common purpose - Empowering Good People to do Extraordinary Things Together. We are committed to the hiring of smart, passionate, hard-working people who understand the benefits of both collaboration and independence.

POSITION SUMMARY:

POSITION ESSENTIAL FUNCTIONS

1. Work with Global Head of Capital Markets and Head of Business Development & IR to create a fundraising plan for the full suite of sponsored strategies and investment products.
2. Help identify and research prospective institutional and private capital investors; maintain an investor prospect database.
3. Assist in preparing briefing memos and background research ahead of investor meetings.
4. Join meetings, take detailed notes, and support follow-up efforts, including drafting recap emails and action items.
5. Create and maintain marketing collateral inclusive of presentations, fact sheets and quarterly reports communicating the value proposition of investing with Transwestern as a fiduciary.
6. Coordinate with internal teams (asset management, investments) to ensure consistency in reporting, compliance with regulatory requirements and accuracy of information.
7. Maintain the Customer Relationship Management system: keeping accurate contact information, documenting interactions and fundraise status.
8. Assist in responding to RFPs, DDQs, special projects and ad hoc data requests.
9. Support the preparation and distribution of quarterly investor letters and fund performance updates.
10. Help manage the virtual data rooms for each TIG sponsored investment offering, ensuring timely uploads of key documents and accessibility by investor prospects.
11. Assist in organizing investor webinars, annual investor meetings, and other events.
12. Assist in benchmarking fund performance against industry peers and providing competitive analysis.

POSITION REQUIREMENTS

1. An undergraduate degree is required.
2. Private real estate fundraising and marketing experience preferred.
3. Knowledge of Juniper Square (preferred) or comparable CRM databases, Powerpoint, Excel and Word, with a strong emphasis on Powerpoint presentation capabilities.
4. Excellent leadership and interpersonal skills, including the ability to inspire others on the team to consistently meet high standards.
5. Strong attention to detail; Ability to find solutions to problems and clear hurdles.
6. Strong organizational skills and ability to deliver on short deadlines.
7. Displays a positive, can-do attitude and professional manner, exhibiting respectfulness and behavior consistent with the company’s core values. Works well in a company with a culture emphasizing a collegial, team-oriented environment.
8. Has the ability to interact and communicate effectively up, down and across the organization, strong oral and written communication skills for interaction with investors/external stakeholders.
9. Demonstrated self-motivator with the ability to multi-task and prioritize multiple projects in varying stages.
10. Displays a proactive approach in solutions and problem solving.

WORK SHIFT:

LOCATION: Dallas, TX

ABOUT US

Transwestern’s Guiding Principles are woven into the fabric of our firm and underscore the value of each individual team member. We embrace inclusion – not only as the right thing to do, but as a reflection of who we are. It is our responsibility and heartfelt desire to create an environment that elevates the human spirit and brings out the best in everyone.

Different backgrounds, life experiences and cultures shape our individual perspectives and ultimately generate the best results for our clients. Strategic human capital planning combined with development initiatives foster a work environment that celebrates uniqueness and champions the achievements attained through collaboration.

Please note that all candidates selected for an offer of employment are subject to pre-employment background checks, which may include but are not limited to, based on the role for which they have been selected: criminal history, education verification, social media review, motor vehicle records, credit history, and professional license verification. In addition, your employment with Transwestern is subject to successfully passing a drug screen check prior to your starting with the Company along with satisfactory references.

We understand you have a choice when choosing where to work and pursue a career. We understand you are unique and have your story. We want to hear it. We encourage you to apply today so that you may become a part of the Transwestern story.