Description
Responsibilities:
- Maintain full responsibility and accountability for a portfolio of clients
- Primary client interface / Relationship manager
- Provide strategic real estate and real asset advice, as well as portfolio management and construction
- Maintain ongoing relationship with staff
- Maintain trustee relationships and development
- Present all client deliverables (strategies, investment recommendations, etc..) to Townsend Investment Committee for review and approval
- Produce firm and client specific investment recommendations for review by Townsend Investment Committee, as necessary, with support of associates and/or analysts
- Develop and maintain investment position for real estate specialty (sector, geographic, or specialization)
- Report to Management Committee / Investment Committee for annual client portfolio reviews
- Attend and participate in annual manager meetings and industry conferences to build brand awareness
- Actively contribute to Consultant and Associate career development
- Actively contribute to Townsend’s marketing efforts and new business development
- Continual review and analyze team needs and opportunities / areas for improvement
- Participate in firm level research and other ad hoc projects
Qualifications:
- Significant previous experience in real estate consulting, private fund management, or related fields (e.g. investment consulting, private fund management, banking, real estate acquisitions, real estate investments)
- Bachelors Degree in finance or related field, MBA or JD;
- CFA/CAIA designation preferred
- Strong analytic and quantitative skills with investment and intellectual curiosity
- Experience underwriting private equity real estate funds and or similar private investment structures
- Excellent written and oral communication skills
- Experienced presenter to large groups of constituents
- Ability to understand and communicate client investment objectives and strategies
- Ability to clearly articulate real estate market conditions
- Ability to comprehend, analyze, develop conclusion, and communicate analysis in written and verbal fashion
- Ability to design and articulate investment strategy, and construct a balanced investment portfolio
- Excellent leadership and motivational skills
- Team player
Experience
10+ to 15 years
This job is no longer active.