Capital Markets Associate
Pearlmark, Chicago, IL, United States
Capital Markets Associate
Location:
Chicago, IL
Company:
Pearlmark Real Estate
Overview Pearlmark is a Chicago-based investment firm that targets domestic core-plus to value-add real estate opportunities via commingled funds, separate accounts, and joint venture structures. Since 1996, the Pearlmark team has sponsored more than 15 real estate equity and debt investment programs and completed over 600 real estate equity and debt transactions on behalf of investors, representing $6.3 billion in equity capital commitments and $14.7 billion in gross investment value. The firm is currently investing on behalf of a senior debt fund, mezzanine debt fund, and value-add equity fund. The company currently employs 30+ professionals and is based in Chicago.
Job Description Pearlmark is actively seeking a Capital Markets Associate who will be primarily responsible for capital markets operations, marketing, and investor relations. This team member will provide key support to investor relations and fundraising activities while also working with the asset management, accounting, and investments teams. The individual will work closely with senior leadership across the firm and report to the Managing Director of Capital Markets.
Key Responsibilities Marketing and Investor Materials
Create content for all investor-related correspondence and materials for annual partner meetings, advisory committee meetings, and other client review meetings
Create unique and compelling analysis and content for marketing collateral (presentation books, investment summaries, etc.) in connection with raising capital from prospective clients for new funds
Maintain and update all marketing collateral, investor presentation materials, and track records
Investor Diligence and Project Management
Complete and manage investor due diligence questionnaires (DDQs) and requests for proposals (RFPs) from prospective clients and consultants; produce deliverables to respond to ongoing investor and consultant information requests
Support the fundraising process by coordinating data rooms and ensuring accuracy and consistency of investor-facing materials
Collaborate with senior team members on responses to prospective investor inquiries, including strategy, track record, and portfolio positioning
Investor Relations
Serve as Pearlmark’s primary contact with research consultants, providing regular updates and database maintenance
Work with accounting group to understand fund reporting; work with asset management to grow and maintain understanding of existing investments and business plans; work with acquisitions team to develop understanding of investment strategies and portfolio management
Support the management and maintenance of CRM (Juniper Square) database
Qualifications
Bachelor’s degree
3-5 years of experience in investor relations, capital markets, marketing, or a related field within real estate
Experience with DDQs, RFPs, and fundraising materials
Excellent communication skills, both written and oral
Strong organizational, communication, and interpersonal skills
Detail-oriented, motivated, and comfortable with multitasking
Ability to manage sophisticated, complex, and challenging situations from origination to completion
Proficiency with Microsoft Office Suite (Outlook, Word, Excel, and PowerPoint)
Series 7, 63 preferred but not required
Preferred Attributes
Must be able to perform successfully in a fast-paced, intellectually intense, service-oriented environment and enhance the business in keeping with Pearlmark’s values and culture
Demonstrated passion for delivering exceptional client service
Must be a team player willing to contribute to the continual growth of Pearlmark
What We Offer Pearlmark offers a competitive benefits package to full-time employees including medical, dental, vision, life insurance/ADD, 401(k) retirement plan, long-term disability insurance, and FSA.
Pearlmark is backed by Generali, one of the world’s largest insurance asset managers. This backing offers the financial strength and global reach of an established institution while preserving the agility and conviction-driven culture of an entrepreneurial firm. For professionals early in their careers, the environment at Pearlmark is designed to accelerate growth. This individual will work closely with senior leadership, benefit from structured mentorship within the firm, and develop relationships across the broader real estate industry. Pearlmark encourages and supports its employees in participating in real estate boards, networks, and events across the industry.
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Chicago, IL
Company:
Pearlmark Real Estate
Overview Pearlmark is a Chicago-based investment firm that targets domestic core-plus to value-add real estate opportunities via commingled funds, separate accounts, and joint venture structures. Since 1996, the Pearlmark team has sponsored more than 15 real estate equity and debt investment programs and completed over 600 real estate equity and debt transactions on behalf of investors, representing $6.3 billion in equity capital commitments and $14.7 billion in gross investment value. The firm is currently investing on behalf of a senior debt fund, mezzanine debt fund, and value-add equity fund. The company currently employs 30+ professionals and is based in Chicago.
Job Description Pearlmark is actively seeking a Capital Markets Associate who will be primarily responsible for capital markets operations, marketing, and investor relations. This team member will provide key support to investor relations and fundraising activities while also working with the asset management, accounting, and investments teams. The individual will work closely with senior leadership across the firm and report to the Managing Director of Capital Markets.
Key Responsibilities Marketing and Investor Materials
Create content for all investor-related correspondence and materials for annual partner meetings, advisory committee meetings, and other client review meetings
Create unique and compelling analysis and content for marketing collateral (presentation books, investment summaries, etc.) in connection with raising capital from prospective clients for new funds
Maintain and update all marketing collateral, investor presentation materials, and track records
Investor Diligence and Project Management
Complete and manage investor due diligence questionnaires (DDQs) and requests for proposals (RFPs) from prospective clients and consultants; produce deliverables to respond to ongoing investor and consultant information requests
Support the fundraising process by coordinating data rooms and ensuring accuracy and consistency of investor-facing materials
Collaborate with senior team members on responses to prospective investor inquiries, including strategy, track record, and portfolio positioning
Investor Relations
Serve as Pearlmark’s primary contact with research consultants, providing regular updates and database maintenance
Work with accounting group to understand fund reporting; work with asset management to grow and maintain understanding of existing investments and business plans; work with acquisitions team to develop understanding of investment strategies and portfolio management
Support the management and maintenance of CRM (Juniper Square) database
Qualifications
Bachelor’s degree
3-5 years of experience in investor relations, capital markets, marketing, or a related field within real estate
Experience with DDQs, RFPs, and fundraising materials
Excellent communication skills, both written and oral
Strong organizational, communication, and interpersonal skills
Detail-oriented, motivated, and comfortable with multitasking
Ability to manage sophisticated, complex, and challenging situations from origination to completion
Proficiency with Microsoft Office Suite (Outlook, Word, Excel, and PowerPoint)
Series 7, 63 preferred but not required
Preferred Attributes
Must be able to perform successfully in a fast-paced, intellectually intense, service-oriented environment and enhance the business in keeping with Pearlmark’s values and culture
Demonstrated passion for delivering exceptional client service
Must be a team player willing to contribute to the continual growth of Pearlmark
What We Offer Pearlmark offers a competitive benefits package to full-time employees including medical, dental, vision, life insurance/ADD, 401(k) retirement plan, long-term disability insurance, and FSA.
Pearlmark is backed by Generali, one of the world’s largest insurance asset managers. This backing offers the financial strength and global reach of an established institution while preserving the agility and conviction-driven culture of an entrepreneurial firm. For professionals early in their careers, the environment at Pearlmark is designed to accelerate growth. This individual will work closely with senior leadership, benefit from structured mentorship within the firm, and develop relationships across the broader real estate industry. Pearlmark encourages and supports its employees in participating in real estate boards, networks, and events across the industry.
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