The Product Specialist works closely with the portfolio management and fund operations teams of a specific fund or series of fund teams to develop expertise across the offerings, inclusive of opportunistic, core, and value-add real estate strategies. S/he collaborates with the Investor Relations (IR) team running point on capital raising activities and frequently acting as a proxy for portfolio managers, to explain the investment philosophy, process, and performance of fund products to the current and prospective client base, either directly or in a supporting role. This role is also responsible for providing updates on overall financial market performance, economic trends, and how those play into the evolution of the strategy.
Responsibilities
Partnering with the investment and IR teams running the fundraising process, including pipeline monitoring, follow-through on capital raising activities and running recurring marketing
meetings
Partnering with the investment and IR teams to deliver content and answer questions for existing clients and potential investors
Taking a highly proactive and collaborative approach to servicing the investment and fundraising teams, including through market intelligence – competitive funds, new product launches, fee structures, etc.
Assisting with drafting portfolio-related correspondence
Conducting investment reviews with clients, occasionally including on-site visits, which may require reporting on results, providing outlook, and preparing materials requested by the client or associated advisor
Partner cross-functionally with Investment, Operations, Legal & Compliance, and Fundraising teams to support new product launches, enhance existing product offerings, and contribute to strategic structuring decisions and fee offerings
Assisting Portfolio Managers in preparing quarterly investor letters, which include asset management updates, purchase/sale information, and relevant market insights assisting Investor Relations in creating and executing fundraising plans for relevant strategies
Coordinating client reporting with respect to Company’s strategic partnership relationships
Skills/Experience Required
Minimum of eight years’ experience working with institutional private equity real estate funds (closed end and open-end) ideally within a product management or product specialist capacity
Strong interpersonal skills including the ability to express complex material verbally in a concise and articulate manner
Strong knowledge of the real estate and/or private equity asset class and strategies therein, coupled with a proven track record of managing real estate fund investor relationships
Highly consultative and strategic approach; commitment to educating prospective investors and addressing needs of existing investors
Tenacity, resourcefulness, and problem-solving skills with respect to AEW’s business development efforts
Focus on customer service and responsiveness when working with internal and external stakeholdersOutstanding organizational skills with the ability prioritize, meet deadlines, and manage multiple projects and relationships
Ability to run a complete and efficient process, emphasizing accountability and communication
Strong relationship-building skills, both externally and internally; ability to garner trust, confidence and respect from clients and colleagues
Proactivity and drive
Balance of robust technical product knowledge and strong relationship skills
Highest integrity and ethics
Compensation
The base salary range for this position is $175,000-$200,000
This position is eligible for AEW’s annual, discretionary bonus plan
AEW offers a full suite of comprehensive financial, medical and wellness benefits
AEW Capital Management is an affirmative action-equal opportunity employer.
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Responsibilities
Partnering with the investment and IR teams running the fundraising process, including pipeline monitoring, follow-through on capital raising activities and running recurring marketing
meetings
Partnering with the investment and IR teams to deliver content and answer questions for existing clients and potential investors
Taking a highly proactive and collaborative approach to servicing the investment and fundraising teams, including through market intelligence – competitive funds, new product launches, fee structures, etc.
Assisting with drafting portfolio-related correspondence
Conducting investment reviews with clients, occasionally including on-site visits, which may require reporting on results, providing outlook, and preparing materials requested by the client or associated advisor
Partner cross-functionally with Investment, Operations, Legal & Compliance, and Fundraising teams to support new product launches, enhance existing product offerings, and contribute to strategic structuring decisions and fee offerings
Assisting Portfolio Managers in preparing quarterly investor letters, which include asset management updates, purchase/sale information, and relevant market insights assisting Investor Relations in creating and executing fundraising plans for relevant strategies
Coordinating client reporting with respect to Company’s strategic partnership relationships
Skills/Experience Required
Minimum of eight years’ experience working with institutional private equity real estate funds (closed end and open-end) ideally within a product management or product specialist capacity
Strong interpersonal skills including the ability to express complex material verbally in a concise and articulate manner
Strong knowledge of the real estate and/or private equity asset class and strategies therein, coupled with a proven track record of managing real estate fund investor relationships
Highly consultative and strategic approach; commitment to educating prospective investors and addressing needs of existing investors
Tenacity, resourcefulness, and problem-solving skills with respect to AEW’s business development efforts
Focus on customer service and responsiveness when working with internal and external stakeholdersOutstanding organizational skills with the ability prioritize, meet deadlines, and manage multiple projects and relationships
Ability to run a complete and efficient process, emphasizing accountability and communication
Strong relationship-building skills, both externally and internally; ability to garner trust, confidence and respect from clients and colleagues
Proactivity and drive
Balance of robust technical product knowledge and strong relationship skills
Highest integrity and ethics
Compensation
The base salary range for this position is $175,000-$200,000
This position is eligible for AEW’s annual, discretionary bonus plan
AEW offers a full suite of comprehensive financial, medical and wellness benefits
AEW Capital Management is an affirmative action-equal opportunity employer.
#J-18808-Ljbffr