Main Purpose of the Role

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

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