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Sr. Associate, Client Care

Job ID

183837

Posted

14-Oct-2024

Service line

REI Segment

Role type

Full-time

Areas of Interest

Customer Service, Investment Management

Location(s)

Los Angeles - California - United States of America, New York City - New York - United States of America

About the role

The CBRE Investment Management Client Solutions team is seeking a seasoned Client Care Senior Associate to support capital raising efforts and client service for its flagship US enhanced return fund series. Reporting directly to the Head of Client Care, the Client Care Senior Associate will be integral in the project management of the launch of CBRE IM's flagship US enhanced return fund series' latest vintage.

The Client Care Group (CCG), part of the global Client Solutions team (also known as Client Relations or Investor Relations in other firms), centralizes investor communications under one 'front line' department acting as a center of excellence and the first port of call for investors. Each team works on a group of funds/mandates, working alongside the portfolio teams and the client solutions teams in executing strategy, delivering on promises to investors, and supporting fund growth. A key focus will be the facilitation and implementation of the Client Care initiative across the Americas platform.

Additionally, the Client Care Group is responsible for communications to investors, providing a centralized workflow to fund teams, capital raising teams, collaborating with Legal counsel/fund administrators/fund operations on fund documents, and client on-boarding, partnering with teams across the organization for internal/external requests, in addition to special projects with the wider global CCG and other business lines.

What you will do

• Serve as a product lead dedicated to the US enhanced return fund series, but with the flexibility to support other products as needed, with responsibility for coaching, training, developing other team members.

• Project manage the fund launch and campaign for the latest fund vintage end-to-end, manage stakeholders, deliverables and milestones, lead project team calls, set up a project plan and master file, implement processes for running a streamlined campaign.

• Serve as the primary contact for the Fund teams in delivering information to investors.

• Serve as the liaison for all Client Solutions officers and existing investors, possessing in-depth knowledge of the products.

• Confidently manage stakeholder relationships and daily workflow/requests.

• Deliver product updates to the Client Solutions team and coordinate/create marketing materials and plans with Client Solutions product captains and other internal teams.

• Facilitate, complete, support, review and sign-off on RFP/RFI/DDQ/investor ad hoc request responses.

• Create content, prepare materials, review and sign-off of on the preparation and execution of due diligence and investor meetings.

• Execute proposed marketing activities, such as presentations and roadshow coordination.

• Prepare, review and sign-off on quarterly marketing materials updates, creation/distribution of investor communication, standard and bespoke reporting, quarterly questionnaires and consultant databases, day-to­ day queries, ad hoc communication and fund materials.

• Lead the organization of webcasts, quarterly/annual meetings and advisory boards, including coordination and sign-off of associated materials.

• Review and sign-off on work of other team members.

• Drive document, data, and systems management: facilitate and implement efficiencies, ensuring quality and integrity of data.

• Drive Salesforce platform management: dashboards, content, tracking, closings & pipeline and contact. Ensure Client Solutions and Fund expectations are aligned.

• Oversee the management of information uploaded and distributed through the client portal.

• Collaborate with wider global CCG to enhance the service provision; ensure strong messaging, consistency, best practice, and roll-out of new initiatives.

#CBREIM

#INDSJ

What you will need

• Bachelor's degree in real estate, business, or finance preferred.

• Minimum of 7 years working in the real estate/ real assets industry.

• Proven experience in Client Care/Client Relations/Investor Relations/Product Specialist role within an investment management firm.

• Proven experience collaborating with others, providing guidance to more junior team members.

• Experience working in a matrix structure.

• Prior experience working in value-add real estate/ real assets strategies desired.

• Strong IT skills (Word, Excel, PowerPoint).

• Experience with Salesforce and Juniper Square preferred.

• Strong presentation and communication skills, both verbal and written

• Prior experience working on an investment team is a plus.

• MBA, CFA or CAIA credentials is a plus.

• VBA, Python and automation experience is a plus.

#CBREIM

#INDSJ

CBRE Investment Management carefully considers multiple factors to determine compensation, including a candidate’s education, training, and experience. The minimum salary for this role is $145,000 annually and the maximum salary for the position is $160,000 annually. The compensation that is offered to a successful candidate will depend on the candidate’s skills, qualifications, and experience. Successful candidates may also be eligible for a discretionary bonus based on CBRE IM’s applicable benefit program.

Equal Employment Opportunity: CBRE is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.

Candidate Accommodations: CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company’s success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).

NOTE: Some, but not all, of our positions may have an additional requirement to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing. If you have questions about the requirement(s) for this position, please inform your Recruiter.

Investment Management

CBRE Investment Management is a leading global real assets investment management firm operating in over 30 offices and 20 countries around the world. Through its investor-operator culture, the firm seeks to deliver sustainable investment solutions across real assets categories, geographies, risk profiles and execution formats so that its clients, users, people and communities thrive.

Find out more (http://www.cbreim.com)

CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)