Transwestern

Transwestern

Investment Associate

Dallas, TX

Sponsorship not specifiedDetected 30 days ago
AccessibilityCRMBusiness DevelopmentExcelResearchLeadershipCommunicationPublic SpeakingOrganizational SkillsMicrosoft Office

About the role

  • TIG is seeking an Associate to join its Capital Markets team.
  • The Capital Markets team is responsible for fundraising, investor relations and business / product development across all TIG's investment strategies ranging from core to value-add.
  • This position will be given a broad range of responsibilities, which should provide valuable growth opportunities through a better understanding of the investment management business and it sponsored vehicles.

Responsibilities

  • Support the preparation and distribution of quarterly investor letters and fund performance updates.
  • Help manage the virtual data rooms for each TIG sponsored investment offering, ensuring timely uploads of key documents and accessibility by investor prospects.
  • Join meetings, take detailed notes, and support follow-up efforts, including drafting recap emails and action items.
  • Create and maintain marketing collateral inclusive of presentations, fact sheets and quarterly reports communicating the value proposition of investing with Transwestern as a fiduciary.
  • Maintain the Customer Relationship Management system: keeping accurate contact information, documenting interactions and fundraise status.

Requirements

  • An undergraduate degree is required.
  • Excellent leadership and interpersonal skills, including the ability to inspire others on the team to consistently meet high standards.
  • Ability to find solutions to problems and clear hurdles.
  • Has the ability to interact and communicate effectively up, down and across the organization, strong oral and written communication skills for interaction with investors/external stakeholders.
  • Demonstrated self-motivator with the ability to multi-task and prioritize multiple projects in varying stages.

Nice to have

  • Private real estate fundraising and marketing experience preferred.
  • Knowledge of Juniper Square (preferred) or comparable CRM databases, Powerpoint, Excel and Word, with a strong emphasis on Powerpoint presentation capabilities.

Skills

  • Assist in preparing briefing memos and background research ahead of investor meetings.

Compensation

  • Assist in organizing investor webinars, annual investor meetings, and other events.

Company info

  • Transwestern's Guiding Principles are woven into the fabric of our firm and underscore the value of each individual team member.
  • We embrace inclusion - not only as the right thing to do, but as a reflection of who we are.
  • It is our responsibility and heartfelt desire to create an environment that elevates the human spirit and brings out the best in everyone.
  • Different backgrounds, life experiences and cultures shape our individual perspectives and ultimately generate the best results for our clients.
  • Strategic human capital planning combined with development initiatives foster a work environment that celebrates uniqueness and champions the achievements attained through collaboration.
  • In addition, your employment with Transwestern is subject to successfully passing a drug screen check prior to your starting with the Company along with satisfactory references.
  • We understand you have a choice when choosing where to work and pursue a career.
  • We understand you are unique and have your story.
  • We encourage you to apply today so that you may become a part of the Transwestern story.
  • Please note that all candidates selected for an offer of employment are subject to pre-employment background checks, which may include but are not limited to, based on the role for which they have been selected: criminal history, education verification, social media review, motor vehicle records, credit history, and professional license verification.
  • We want to hear it.
  • Four dynamic, integrated companies make up the Transwestern enterprise, giving us the perspective to think broadly, deeply and creatively about commercial real estate.
  • Clients and investors rely on us for expertise that spans institutional and opportunistic investment, development, hospitality, and brokerage and asset services.
  • Our award-winning, collaborative culture empowers team members with resources and independence to work across boundaries in pursuit of innovative solutions, reinforcing a reputation for service excellence that translates to measurable results.
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