Client Portfolio Management, European Real Estate
1 month ago
Principal Responsibilities
- Work with the Head of Client Portfolio Management to execute the capital raising strategy for European real estate debt products, with a primary focus on the Barings European Real Estate Debt Income Fund (BEREDIF).
- Support in the pursuit of Separate Account opportunities.
- Support the capital raising strategy for European real estate equity products, as required.
- Engage with internal and external stakeholders to implement and monitor BEREDIF’s capital raising strategy.
- Engagement with existing clients and new prospects to help grow BEREDIF’s capital base.
- Coordinate and respond to Requests for Information and Requests for Proposals from clients and prospects.
- Production and updating of investor materials – Investor Presentation, Factsheet, Due Diligence Questionnaire, Deal Summaries etc.
- Managing and running investor due diligence processes.
- Coordinate regular and ad-hoc investor reporting – Quarterly Report.
- Coordinate investor events such as the Quarterly Investor Calls and the Annual General Meeting.
- Attendance and active participation at investor meetings and roadshows.
- Acting as the main point of contact for Sales for BEREDIF queries.
- Acting as the main point of contact for marketing for any marketing campaigns.
- Engage with Research to develop thought pieces to aid the capital raising process.
- Reporting capital raising progress back to the business.
- Attendance at industry events.
Skills
- Clear communicator, both verbal and written for both internal and external audiences or stakeholders and ranges of seniority.
- Highly organised, with strong attention to detail and excellent project management skills.
- Self-starter, with the ability to work as part of a broader team but also independently.
- Ability and willingness to travel.
Qualifications
- Bachelor’s degree or equivalent.
- 5-7 years’ experience of working with private real estate funds in a product / client capacity.
- PowerPoint and Excel skills essential.
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